Quick Setup Guide – Core Features

Core Functions(Basic Functions)

Reminder Before Adding Your Business Data:

• Each piece of data created in the system exists independently. Even if the names are the same, each has a unique identification number in the database.
• ⛔ Use the "Archive" or "End" function to hide/end classes or pass.
• ⛔ Please note that once data is deleted, it CANNOT be recovered. Be sure to read the warning text before deleting any data. It is recommended to use the "archive" function to hide data that is no longer in use.

Add Users Account - 1. Create Account by Admin

After creating a new account on the "users" page, if the account is for a backend administrator or instructor, go to "Settings" and "Role Permissions Management" to adjust the account's role authorization and role permission settings.

For more information on setting up role permissions, please refer to the "Role and Permission Management" in the Help Center.

[Instructions]

1. Click Users in the left menu.

2. Select the Users tab.

3. Click + Add.

4. Fill in the required information.

5. Click Save.

Add Users Account - 2. Customer Register Account by Themselves

[Instructions]

1. Download the Omcean Booking APP from the app store.

2. Open the app and search for the store name.

3. Select the store.

4. Tap Log In at the bottom right.

5. Tap Switch to Register.

6. Enter the required information.

7. Complete the registration.

Add Classes

The class data created in the system is unique for class pass, even if they have the same name, there are different class numbers in the database.

[Instructions]

1. Click Courses in the left menu.
2. Select the Course Categories and Classrooms tabs to create course categories and classrooms.
3. Select the Courses tab.
4. Click + Add.
5. Fill in the required course information.
6. Click Save.

Add Passes

The pass data created in the system is unique for each pass, even if they have the same name, there are different pass numbers in the database.

For example, if two passes with the same name "10 points" are created, and first one is bound with a Flow Yoga class while the second one is not, even if a customer gets the second one, both cards are named "10 points," but without being bound to the Flow Yoga class, it cannot be used to reserve that particular class.

[Instructions]

1. Click Course Cards in the left menu.
2. Click + Add.
3. Fill in the required course information.
4. Pay attention to the activation conditions of the course card (settings).
5. Click Save.

Add Instructor - 1. Admin creates instructor account.

There are two methods to create instructor accounts. The first method is for admins to create them, while the second method allows instructors to register themselves and then be granted instructor role by the admin.

Method 1: Admin creates instructor account.

Accounts created by administrators on the instructor page will automatically be granted the "Core Role: Instructor" privilege.

💡 Only account after assigned the "Core Role - Instructor" can be set as the instructor for classes and displaying on the instructor page.

💡 Tip: If each instructor at the business requires different permissions, the core role of instructor can be set to the minimum permissions. Additional custom roles can then be created with different permissions, allowing for customized permissions for each instructor.

For more information on setting up role permissions, please refer to the "Role and Permission Management" in the Help Center.

[Instructions]

1. Click Instructors in the left menu.

2. Click + Add.

3. Fill in the required instructor information.

4. Click Save.

Add Instructor - 2. The admin Assigns Instructor Role to Exsiting Account.

Method 2: The admin assigns instructor role.

The instructor registers their own account, and the admin grants them instructor role.

[Instructions]

1. Click Instructors in the left menu.
2. Click the button (three dots) on the left side of a user.
3. Select Account Roles.
4. Add a new role.
5. Check Instructor.
6. Click Save.

Reset Password - 1. Admin trigger Reset Password Email Sending to User

[Instructions]

1. Click Users in the left menu.
2. Select the Others tab.
3. Choose Login Information.
4. Click Send Email.

Reset Password - 2. User gets password reset email by themselves.

[Instructions]

1. For users who log in via the app, open the app and search for the store name.

2. Enter the store page and tap Log In at the bottom right.

3. Tap Forgot Password.

4. Enter your email address.

5. Tap Send Email.