Category
Tasks & Bookings
Create and manage tasks, use the Kanban board, break work into subtasks, and track participant attendance.
8 articles
Creating tasks, bookings and jobs
Understand when to use a task, a booking or a job
Running a service job (job orders)
From the customer's call to a paid invoice: create the job, send your technicians, add parts and labour, and bill it
Using the Kanban board
Drag tasks between Pending, In Progress, Review, and Completed
Managing subtasks
Break tasks into checkable subtasks
Participant check-in for classes
Track attendance for group bookings
Timeline, List, Board, Queue and Archived views
The five ways to see your tasks and bookings, and when to use each
Activity pill: see new comments since last opened
Small purple badge that flags tasks with unread comments — clears when you open the task.
The walk-in queue & wait times
Customers join from a QR code, watch their place, and get a text when you're ready