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Common tasks

Updated over 3 months ago

This article includes paths and links to common tasks in Kube.
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Customers

Adding a Company

  • Navigation: Customers > Companies > Add button

  • For more information: Adding a company

Adding a Member

  • Navigation: Customers > Members > Add button

  • For more information: Adding a member

Adding a Lead

  • Navigation: Leads > Add button

  • For more information: Adding a lead

Accounting

Adding a Charge

Generate an Invoice from Existing Charges

Taking a Payment

Bookings

Making a Booking

Editing a Booking

  • Navigation: Bookings > select view > locate the booking on the calendar > click the booking > Edit button

  • For more information: Reviewing and editing a booking

Canceling a Booking

  • Navigation: Bookings > select view > locate the booking on the calendar > click the booking > Cancel button

  • For more information: Canceling a booking

Contracts

Creating a Contract

Amending a Contract

  • Navigation: Customers > Contracts > locate the contract in the grid > click the contract name > Amend Contract button

  • For more information: Amending an active contract

Reports

  • Navigation: Reports > select report from drop-down menu

  • For more information: Reports

Voice

Launching the Reception Console

Resetting a Voicemail PIN

  • Navigation: Customers > Members > locate the member in the grid > click the member's name > Voice > Edit > Reset Voicemail Passcode button

Activating a Physical Phone

Data/Wi-Fi

Activating Member Wi-Fi

  • Navigation: Customers > Members > locate the member in the grid > click the member > Data/Wi-Fi > Add Device

  • For more information: Adding a member device

Activating Guest Wi-Fi

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