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Daily operations

This page collects the most useful checks to perform during the ordinary management of Flo.

Daily checks​

At the start of the day:

  • check new registrations to activate;
  • check the day's bookings or appointments;
  • look at any recent cancellations;
  • check messages, requests, or internal reports;
  • verify that important content is up to date;
  • check that scheduled sends and communications have gone out;
  • check any pending payments or invoices, if those modules are active.
Staff Home with a greeting for Giulia, the studio view and the bookings, closures and subscriptions cards.
Start from the Home: it shows the day at a glance and the next lessons.

The professionals’ home​

Each professional sees a dedicated Home with their next lesson, who is booked and the upcoming lessons linked to their profile. For a one-to-one appointment the next lesson reads Booked or Available instead of the count.

Luigi’s Home with the next Pilates Reformer lesson, the booked spots and the button to view attendees.
Press the attendees button to see who will join the lesson.

Weekly checks​

Once a week:

  • check the calendar and future availability;
  • update closures, holidays, or unavailability;
  • check users whose roles are no longer correct;
  • check properties, services, or content that is out of date;
  • verify that subscriptions, payments, and invoices are aligned with the week's activity;
  • remove or archive items that are no longer active.

Before publishing a change​

Before making a change visible to users:

  • re-read the title and description;
  • check dates, times, prices, and capacity;
  • check images and attachments;
  • check that the status is correct;
  • if possible, look at the page from the end user's point of view.

Handling recurring errors​

When something is off, always collect:

  • what you were doing;
  • which page you were on;
  • which user or content was involved;
  • the date and time of the issue;
  • a screenshot or short video;
  • the visible error message.

This information greatly reduces analysis time.

A good internal rule​

Each company should decide who can:

  • activate users;
  • change roles;
  • cancel bookings;
  • publish properties or content;
  • edit sensitive settings;
  • contact Flo support.

Clear permission management avoids mistakes and duplicate requests.