Trybe

Emily O'Shea

Roxane Abrahams

Solene Le Duc

Order management

Calendar tools and settings

Different view options

Calendar > How to add and cancel a session

Calendar Intro [Video]

Schedule View on the app

How to see the status of payment for an order on the calendar?

Orders sheet

Calendar warnings when moving appointments

This guide explains how to check guests in and out of sessions from your Trybe calendar, and how checking out a guest releases their spot for new bookings.

Managing Session Attendance in Trybe

Guides on how to manage Orders on the Calendar and Schedule

Calendar & Schedule

How to add an appointment to an order

How to add an area booking to an order

How to add an Order

Booking a course

How to add a product to an order

How to add a package to an order

How to add group session bookings

Appointment Enquiries

When booking internally you can select the practitioner by name or by gender.

Practitioner selection internally

Guides on how to create Orders for your different Offering Types

Creating New Orders

How to send a customer a Payment Summary including VAT

Orders page

How to apply credits to an order

Pay by Link

Bulk export itineraries

How to view a client's intake form on an Order

How to download/ print an Itinerary

How to cancel a booking in the app

How to track outstanding payments for upcoming bookings

Flexible refunds and refunding to a custom voucher

How to print an Order receipt

Card authorisation

How to monitor the payment status by filtering the Orders page

Automatic Check-out of Session Types

How to convert a Guest to a Client?

How to charge to room?

How to manually add/ remove/ manage tips on an order

This article guides you through how to include QR codes for Orders into Customer emails to support faster check in functions, such as Kiosk check in, Gantner access gates and…

Using QR codes for faster check in

How to associate a wristband to a client in an order

Colin Newman

Elisa Sparaco

Guides on how to create, edit and manage your orders

Managing your Orders

Discount types and Promo codes

Applying a discount type/ promo code

Guides on how to set up Promo codes, Discounts and how to use them

Promo Codes & Discounts

Adding a sales channel to an order

Sales channels

See how many website bookings you have received

Guides on how to create sales channels and track how Orders were made

Sales Channels

Order labels

How to add order labels to an order

Order Labels

Adding Service Charge to an Order

Service charge and tips

Guides on how to create and add service charge to Orders

Service Charge

Team Trybe

Status

SLAs

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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