On this page
Welcome. This manual follows a wellness manager’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 run the whole Wellness & Fitness side of the business: the spa and the sauna, the gym and the yoga studio, and retreats. You set them up, look after memberships and packages, approve corrections and refunds, and read the reports.
- System role: Wellness Manager (
wellness_manager). - What you see: every entry of the Wellness & Fitness menu for the modules your business has switched on, at the branches you work in.
- Private notes: as a manager you may read any client’s private treatment notes. Each read is recorded with your name; open them only when you need to.
- Sensitive actions (benefit corrections, refunds, exports, private notes) need a password sign-in, not only a PIN.
A day at work
- Sign in with your password — Sign in with a PIN explains when a PIN is enough.
- Open Wellness & Fitness → Overview for the day — The Wellness & Fitness overview.
- Check Appointments and Attendance across the spa, sauna, classes and training — Book a visit and take a deposit, Run the class timetable, bookings and the register.
- Look after members, plans and packages under Memberships/Packages — Set up membership plans.
- Read the reports and export what the accountant needs — Wellness reports.
Guides you will use
Running the area
- The Wellness & Fitness overview
- Set up services and packages
- Set up treatment rooms and the sauna
- Set up membership plans
- Set up a retreat
- Wellness reports
Quick reference
| I need to… | Where | Guide |
|---|---|---|
| See today across the area | Appointments | Book a visit |
| See who came | Attendance | Check members in |
| Change a plan | Memberships/Packages → Edit plans | Membership plans |
| Export a report | Reports → Export | Wellness reports |
Getting help
- The owner decides which modules the business uses.
- The administrator fixes accounts, roles and PINs.
- 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
- Spa manager — For the person who runs the spa — rooms, therapists and treatments, the calendar and its booking policy, client and health records, online booking, reminders and the spa reports.
- Spa receptionist — For the spa desk — booking visits and sauna sessions, deposits, arrivals, making the bill and taking payment or charging a hotel guest’s room.
- Gym manager — For the person who runs the gym or studio — membership plans and rules, members and dues, the class timetable, trainers, letting a refused member in, and the fitness reports.
- Gym front desk — For the gym desk — checking members in, enrolling members, freezes and notice, class bookings and taking payment.
- Retreat coordinator — For the person who runs retreats — programmes, packages and the itinerary, booking participants, deposits and instalments, cancellations and arrivals.
- 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) |
| approvals | View approval requests (approvals.view) |
| 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 | 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) |
| fitness | Check members in at the desk and record visits (fitness.checkin) |
| fitness | Keep the class timetable, book members into classes and manage waitlists (fitness.classes) |
| fitness | Raise, collect and write off membership dues (fitness.dues) ● |
| fitness | Run the gym: plans, access rules, overrides and anyone’s sessions (fitness.manage) |
| fitness | Enrol members, freeze and cancel memberships and sell class packs (fitness.members) |
| fitness | See members, the class timetable and check-ins (fitness.view) |
| leave | Request leave and see your own balance (leave.request) |
| 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 | Supervisor: approve payments, refunds and offline exceptions (payments.approve) ● |
| payments | Take payments on orders (payments.take) |
| payments | View payments and refunds (payments.view) |
| reports | Export reports (PDF, XLSX, CSV) (reports.export) |
| reports | View reports (reports.view) |
| retreats | Book participants onto retreats, take deposits and instalments (retreats.bookings) |
| retreats | Check retreat participants in and run the day’s itinerary (retreats.checkin) |
| retreats | Set up retreat programmes, dates, packages and itineraries (retreats.manage) |
| retreats | See retreat programmes, bookings and participants (retreats.view) |
| sales | Create orders and take sales (sales.create) |
| sales | Apply discounts within the standard limit (sales.discount) |
| 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 | Run the spa: policies, overrides (fees waived, double-handed treatments), anyone’s appointments (spa.manage) |
| spa | See the spa calendar and appointments (spa.view) |
| training | Practise in training mode (nothing reaches sales, stock or the books) (training.use) |
| wellness | Allocate resources: link rooms, studios and equipment to the records they stand for and block them out (wellness.allocate) |
| wellness | Take attendance: the attendance board, door visits, class and session registers, retreat arrivals (wellness.attendance) |
| wellness | Adjust benefits: hold, release and write off package and class-pack credits (wellness.benefits) ● |
| wellness | Keep wellness client profiles (emergency contact, preferences, flags) (wellness.clients) |
| wellness | Set commission rules, read the commission ledger and adjust it, audited (wellness.commissions) ● |
| wellness | See whether a client’s intake is cleared and which consents stand — status only, no health detail (wellness.consent_status) |
| wellness | Record what a treatment really used beyond its standard, and preparation for a cancelled one (wellness.consumables) ● |
| wellness | Export wellness reports and client lists (CSV), audited (wellness.export) ● |
| wellness | Read and record health intake, contraindications and consents (private notes need wellness.notes) (wellness.health) ● |
| wellness | Administer memberships: the people a membership covers and their cards, plan terms (wellness.memberships) |
| wellness | Read and write private treatment and progress notes for clients you are assigned to (managers: any client) (wellness.notes) ● |
| wellness | Refund wellness deposits and bills, or keep a deposit as a fee (wellness.refunds) ● |
| wellness | View wellness and fitness reports and dashboards (wellness.reports) |
| wellness | Charge a spa visit or wellness bill to a hotel guest’s room (wellness.room_charge) |
| wellness | Set up wellness services, packages, resources (treatment rooms, studios, equipment) and practitioner hours (wellness.setup) |
| wellness | See the Wellness & Fitness area: schedules, services and clients (wellness.view) |