Therapist

Welcome. This manual follows a therapist’s day in JupitaPos and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You give treatments. JupitaPos shows your day, tells you whether a client is cleared for the treatment, and records when you start and finish.

• System role: Therapist (therapist).
• In the pictures: Tina (Tina Therapist) gives massages and facials at Kololo Spa & Fitness.
• What you see: your visits, and the client’s health record — their intake and anything to take care with. Private notes are shown only for clients you treat, on a password sign-in. Every time you open a health record or notes, it is recorded. You do not take payments.

Where you start

• Your landing screen: Wellness & Fitness › Appointment Calendar › Appointments (/wellness/appointments) — your day in time order. Your own lane with Start and Finish is on Spa & Treatments (the Spa calendar, /wellness/spa); a client’s record is under Wellness Overview › Clients.
• What must be on: the Spa treatments module (spa).
• Branch: your branch.
• Working offline: your visits for the day are kept on the device; a treatment you record as done offline is sent once when the connection returns (Working without a connection). Health records and private notes are never kept on the device: reading an intake needs 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

1. Sign in with your PIN and clock in — Sign in with a PIN, Clock in and out.
2. Read your lane on the spa calendar — Book a visit and take a deposit.
3. Before a treatment, open the client’s health record and read their intake — Keep a client’s record and health intake.
4. Choose Start when you begin and Done when you finish — Run a visit: arrive, treat, bill.
5. Add a private note when there is something to remember — Keep a client’s record and health intake.

Guides you will use

Your treatments

• Run a visit: arrive, treat, bill
• Keep a client’s record and health intake

Practising

• Start training mode

Quick reference

Getting help

• The spa manager (Sana in the demo) sets your hours and skills and reviews intakes with you.
• 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

• None: the other role manuals are for jobs with permissions this role does not hold.

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.