Getting started

Who can open Admin, how tabs are organized, and where to begin.

What this guide covers

Learn who can open Admin, what each top tab is for, and whether to set up your studio first or run day-to-day operations.

Before you start

  • A Taktics studio account after platform signup
  • Admin access for your login (granted when you subscribe as a studio owner; not the same as studio admin in Brand → Team)

Step by step

  1. Sign in, then open Admin from your studio site (URL ends with /admin).
  2. Admin opens on Schedule, in its Today view. On a computer the tabs run down the left edge, each icon with its name under it, and Help sits at the bottom. On a phone or tablet they're a bar along the bottom of the screen: Schedule, Payments, Customers, Brand and Emails (on a tablet Analytics too). On a phone, Analytics and Help are at the top right, beside the light/dark switch. Hold ⌘ (Mac) or Ctrl and click a tab to open it in a new browser tab. Use the tabs:
    • Schedule: schedule and edit classes or appointments. Switch views with the buttons at the top left: Today, Calendar, List and Card.
      • Today: today's sessions with who is booked, who arrived, and how each person paid. Mark Arrived or No-show, and tap Mark paid when someone pays at the desk or pays the rest after a deposit. People who checked themselves in show ✓ Self or ✓ Kiosk; tap to undo. The Locations, Types and Staff filters narrow the day. To look at another day, use Calendar, List or Card.
    • Customers: everyone who books with you, who needs attention, and imports
    • Brand: name, theme, landing page, domains
    • Emails: campaigns and automated messages
    • Payments: catalog, Stripe Connect, gift cards
    • Analytics: metrics (may be limited to platform operators)
  3. Before you add many sessions, set up Brand and Payments so booking and Shop look correct.
  4. Run the day from Schedule → Today, and the week from the other Schedule views and Customers.

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