On this page
Welcome to the spa desk. This manual follows your day in JupitaPos and points you to the guide for each job, with pictures of the real screens.
Who this manual is for
You are the first and last person a spa client sees: you book them, take their deposit, welcome them, and take payment when they leave.
- System role: Spa Receptionist (
spa_receptionist). - In the pictures: Rose (Rose Reception) works the desk of Kololo Spa & Fitness.
- What you see and what you do not: the calendar, every visit and its bill, and whether a client is cleared for a treatment. You never see a client’s health answers or notes — the therapist does.
Where you start
- Your landing screen: Wellness & Fitness › Appointment
Calendar › Appointments (
/wellness/appointments) — today’s treatments, sessions, classes and training at your branch in time order, with Find a free time at the top right. Spa & Treatments (the Spa calendar,/wellness/spa) is the lane-per-therapist view where you book, arrive, treat and bill. A PIN sign-in on the desk’s till (Sign in to a till with your PIN) keeps the till open; Open menu reaches the calendar. - What must be on: the Spa treatments module (
spa); sauna sessions need Sauna, steam & thermal (sauna); charging a hotel guest’s room needs the Rooms module and a property at your branch. - Branch: your branch — the calendar, the rooms and the tills are the branch’s.
- Working offline: today’s visits are kept on the device to read; a booking request and a desk note can be saved offline and are sent when the connection returns — never a booking, a deposit, a bill or a room charge, which need the server’s single truth (Attendance & Access › Wellness offline, Working without a connection). Paying a bill that already exists follows the till’s offline rules; Memberships & Packages and the set-up pages need the connection.
- If you hold more than one role: the first rule that fits wins, in this order — managers and administrators (Overview), accountant (Finance), events and catering managers, retreat coordinator, procurement, store, reception, housekeeping, spa desk and therapists, trainer, instructors, gym desk, sauna attendant, cashier, waiter, host, kitchen and bar, riders. Someone who is both a manager and a cashier lands on the Overview; a cashier who is also a waiter lands on the Point of Sale. Every screen your roles allow is in the menu whatever you land on, and a till’s Open menu reaches it from a full screen.
- Finding your way: the menu (Daily operations, Business management, Shared tools, Administration & support), the page tabs, the breadcrumb and Help above every page, the star for favourites, Recent, Search (Ctrl+K) and + New are described in Find your way around.
A day at work
- Sign in, clock in and open your till — Sign in, Open a till.
- Book clients by phone or at the desk, and take deposits — Book a visit and take a deposit.
- Welcome each client and mark them arrived — Run a visit: arrive, treat, bill.
- When the treatment is done, make the bill and take payment — or charge a hotel guest’s room — Run a visit: arrive, treat, bill.
- Close your till — Close a till.
Guides you will use
At the desk
- Book a visit and take a deposit
- Run a visit: arrive, treat, bill
- Keep a client’s record and health intake
At the till
Quick reference
| I need to… | Where | Guide |
|---|---|---|
| Book a visit | Spa & Treatments (the Spa calendar) → Book | Book a visit |
| Mark a client arrived | the visit → Arrived | Run a visit |
| Make the bill | the visit → Make the bill | Run a visit |
| Charge a hotel guest | the visit → Charge to the room | Run a visit |
Getting help
- The spa manager (Sana in the demo) waives fees and changes prices and policies.
- The administrator fixes your account and your PIN.
- The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.
Manuals you can also read
- Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
- Sauna attendant — For sauna, steam and thermal attendants — the day’s sessions and their places, checking guests in and out and keeping the session register.
What you can do
These are the permissions of the role this manual is for. If your business gave you a custom role, ask your manager what it allows.
| Area | What you may do |
|---|---|
| accommodation | Charge an unpaid order to an in-house guest room (accommodation.charge) |
| attendance | Clock in and out and take breaks at the time clock (attendance.clock) |
| auth | Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline) |
| auth | Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin) |
| cash | Close a drawer and count cash (cash.close) ● |
| cash | Record cash drops, pay-ins and pay-outs (cash.movement) |
| cash | Open a cash drawer / declare a float (cash.open) |
| cash | View drawer balances and cash reports (cash.view) |
| customers | Create and edit customers, attach them to orders (customers.manage) |
| customers | View customers, their history and loyalty (customers.view) |
| dashboard | View the dashboard (dashboard.view) |
| giftcards | Sell and top up gift cards against a payment (giftcards.sell) |
| leave | Request leave and see your own balance (leave.request) |
| loyalty | Redeem rewards, stamp cards and enrol members at the till (loyalty.redeem) |
| loyalty | View the loyalty programme, points and rewards (loyalty.view) |
| menu | View menus, items, modifiers, combos and prices (menu.view) |
| notifications | Receive and view own notifications (notifications.view) |
| payments | Take payments on orders (payments.take) |
| sales | Create orders and take sales (sales.create) |
| sales | Edit open orders (items, seats, notes) (sales.edit) |
| sales | View orders and sales (sales.view) |
| sauna | Run sauna sessions: check guests in and out and keep the session register (sauna.attend) |
| sauna | See the sauna, steam and thermal sessions and their places (sauna.view) |
| shifts | View shifts and rosters (shifts.view) |
| spa | Book, move and cancel spa appointments and sauna sessions; take deposits (spa.book) |
| spa | Check spa guests in and out and settle their visits (spa.front_desk) |
| spa | See the spa calendar and appointments (spa.view) |
| training | Practise in training mode (nothing reaches sales, stock or the books) (training.use) |
| wellness | Take attendance: the attendance board, door visits, class and session registers, retreat arrivals (wellness.attendance) |
| wellness | Keep wellness client profiles (emergency contact, preferences, flags) (wellness.clients) |
| wellness | See whether a client’s intake is cleared and which consents stand — status only, no health detail (wellness.consent_status) |
| wellness | Charge a spa visit or wellness bill to a hotel guest’s room (wellness.room_charge) |
| wellness | See the Wellness & Fitness area: schedules, services and clients (wellness.view) |