Standing
Entry: /arrival/sign-up · Who to be: Owner as a newcomer · Device: Desktop and phone · People to be: Nadia Ruiz · Owner; Parker family · example family; Nora Parker · dancer; Elise Parker · dancer; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Priya Shah · Bookkeeper; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Nadia Ruiz · Owner · Reached: Owner, preparing collection without confusing it with launch · Flow ends: Owner, finishing seasonal work without closing the studio
Flow details
- Entry
-
/arrival/sign-up
- Who to be
- Owner as a newcomer
- Device
- Desktop and phone
- People to be
-
- Nadia Ruiz · Owner
- Parker family · example family
- Nora Parker · dancer
- Elise Parker · dancer
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Reached
- Owner, preparing collection without confusing it with launch
- Flow ends
- Owner, finishing seasonal work without closing the studio
Standing to Owner, preparing collection without confusing it with launch. The rest is coming.
Be another person in this browser's studio
How to walk it from /arrival/sign-up
- Open /arrival/sign-up in a fresh, signed-out session as Owner as a newcomer. Walk the desktop path first; repeat the same address at 390px wide for the phone pass.
- Use the email way in. Sign in with Google's local stand-in returns Willow Dance Studio's owner, whose account already has a studio, so it opens that studio instead of a new one.
- Click Use email and a password, enter Maya Brooks, an email no account in this browser's studio uses such as maya@brooksdancecenter.com, and dancebeam-password, and click Create account. On Check your email, click Open the link; the verification email also stands under the Arrival entry's Outbox on /walk.
- On Create a studio, enter Brooks Dance Center for Studio name and Maya Brooks for Full name, then click Create a studio. The studio's time zone follows from the location you give at the room question. The rehearsal uses Dancebeam's example family inside this studio and never Willow Dance Studio's family records.
- At Set up your studio, choose Bring your class list. Bring your records opens Bring in a file, the studio's own import with its template; a studio with no records to bring skips it.
- At Bring your class list, click Read class list. It supplies the seeded list Monday Ballet Foundations · 4:00–5:00 p.m. · Main · $80; no file or pasted schedule is needed.
- Click See what we read, Answer the room question and Show me the rows. The rows wait on the room answer and the studio location: click Answer the room question, keep Main studio as the room name, enter Brooks Dance Center for Location name and 14 E Main St, Richmond, VA 23219 for Street address, city, state and ZIP, then click Confirm rooms and studio location. On the rows, click Accept these, then Prepare a season.
- On Prepare a season, enter 2026–27 Season, September 15, 2026 for the first teaching date and May 29, 2027 for the last teaching date, then click Prepare the season and Set tuition and fees.
- Set tuition and fees opens with every field empty. Enter $80 for one weekly class, $140 for two weekly classes, September 2026 and May 2027 for the billing months, 10% for the second-child discount, $25 and $15 for the registration fees, and 0% for sales tax; keep No late fee. Click Save tuition and fees, then open Home and click Prepare registration.
- At Prepare registration, the registration dates and selected classes already stand. Enter hello@brooksdancecenter.com and (804) 555-0148 for the public contact. Save the registration window. Enter Studio terms and waiver for the document title, 1 for the version, October 13, 2026 for the effective date, and ‘I agree to follow Brooks Dance Center policies. I authorize emergency care when I cannot be reached.’ for the wording, then save the terms and waiver.
- Click Look around your studio, See the whole listing, See this class in the week, and Try a family through it in that order.
- From the family rehearsal, enter October 13, 2026 for Family start date and keep both classes, then click Use these classes and continue through the terms, tuition and roll.
- When Everything holds together appears, click Finish the check and then Open your studio.
- On Open your studio, leave Email these families the link blank and click Open the studio. If you enter recipients instead, their invitations appear in the first hour Outbox on /walk; no recipient is needed to finish.
- The flow ends at Your studio is open with Registration is public. For the phone pass, use the same /arrival/sign-up at 390px wide. Signed out follows the newcomer path; to repeat arrival, sign out first and use another email no account uses, since an existing account's email opens that account's studio.
How to walk it from /administration/admin-import?return[flow]=first-hour&return[screen]=setup&subject=import-fall-dancers
- As Nadia Ruiz, pick up Fall dancers.csv: pair its columns, check the rows and bring them in. Start with another file to choose a CSV or XLSX of your own. Be Rosa Delgado for the same file at the front desk.
- Open Export and export everything, then leave the page. Coming back, or Check progress, shows it finished on its own with the records-as-of time it started with.
- As Priya Raman, ask for the file from a reviewed pay period. It holds the reviewed pay it was asked with, whatever the records say later, and only the person who asked for a personal copy can download it.
How to walk it from /first-hour/first-hour-sender-setup
- From Your studio is open, click Set up studio email and texts. Both sections start not set up. Click Set up email, clear Reply address and click Send for review to see the refusal, fill it and send again; Email moves to Under review.
- Click Set up card payments, then Set up with Stripe. Stripe's own pages are not part of this walk: you come straight back, and the page says Stripe has not confirmed anything and keeps what it still needs. Back to Home returns to the studio.
- For Willow Dance Studio's own results, be Nadia Ruiz on this Walk and open /first-hour/first-hour-sender-setup: email is ready, texts need correction, and Correct and send again keeps the numbers that asked to stop. A change typed into Email and one typed into Texts are each kept for their own form. Card payments there still need a date of birth with its deadline.
- Start texts approved to change what you text about and how often on an approved sender. Clear what promotional texts are about, save, and Nina Chen's message preferences no longer offer that agreement; fill it in again and the agreement comes back.
How to walk it from /seasons/season-seasons
- Start signs in Nadia Ruiz, Owner, at Seasons. Walk it at desktop width first, then the same Start at 390px wide.
- Click the season teaching now, then Ballet Foundations to open its class record.
- In Location, click Change the address. Change the address and click Save the address. Ballet Foundations' class record opens again with the new address; Back returns to the same season. Every family, teacher and renter with a class or booking there from today gets a Schedule changed notice in the Outbox.
- Change the scheduling time zone the same way, to Central. Willow's studio day now runs on Central time, and the location opens with each class and booking still to change, each class linked to its class schedule.
- To prepare the next season, go back to Seasons, click Prepare the next season, copy its classes, set each class schedule and make the season available. The season teaching now stays unchanged.
- From Seasons, Locations and rooms opens Willow Dance Studio's location, where a room is added or retired and the address is changed the same way.
How to walk it from /registration/reg-registration-rules
- Nadia Ruiz opens next season's registration rules. Set the dates registration opens and closes, keep waitlists on, and publish the rules.
- From there, offer returning places to last season's dancers, release the ones whose class is ready, then publish those classes for registration.
How to walk it from /seasons/season-summer-waiting
- Start opens what waits for summer. Nadia Ruiz reads why a changed working screen stays on hold from August through June, and what reaches her before one is turned on.
- The archive holds the season that finished, what was kept with it, and anything it still owes.
Standing
Entry: /willowdance · Who to be: Camille Foster · Device: Phone and desktop · People to be: Maya Chen · dancer; Leo Chen · dancer; Chen family · family; Nina Chen · Parent; Rosa Delgado · Front desk; Nina Chen · Parent; Sam Chen · Family payer; Marisol Vega · Adult dancer; Nina Chen · Parent; Rosa Delgado · Front desk; Nadia Ruiz · Owner · Reached: Owner, offer paid drop-ins · Flow ends: Owner, offer paid drop-ins
Flow details
- Entry
-
/willowdance
- Who to be
- Camille Foster
- Device
- Phone and desktop
- People to be
-
- Maya Chen · dancer
- Leo Chen · dancer
- Chen family · family
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Sam Chen · Family payer
- Marisol Vega · Adult dancer
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Reached
- Owner, offer paid drop-ins
- Flow ends
- Owner, offer paid drop-ins
Standing to Owner, offer paid drop-ins. The rest is coming.
Be another person in this browser's studio
How to walk it from /willowdance
- Camille Foster starts signed in as a new parent at Willow, with no family and no dancers yet. Choose Ballet Foundations and Creative Movement. On Choosing, enter Maya Chen with birth date April 12, 2018 for Ballet Foundations and Leo Chen with birth date February 3, 2021 for Creative Movement.
- On Family details, Foster family and camille.foster@gmail.com already stand. Enter 204 Maple Avenue, Richmond, VA 23220 for the home address and (804) 555-0176 for Camille's phone. For each dancer, choose None that I know of for allergies, medical conditions and care instructions; enter Jordan Foster and (804) 555-0192 for the emergency contact; and check that Camille may pick the dancer up.
- Accept the studio terms as Camille Foster, review the total and submit the registration. On Enter your card, Camille Foster already stands as the name. Enter 4242 4242 4242 4242, 12/30, 123 and 23220, pay, and read the confirmed result.
How to walk it from /registration/reg-listing
- Nina Chen starts signed in, with Maya in Ballet Foundations and Leo in Creative Movement. Open the listing, choose a class for Maya, accept the studio terms, review the total, pay, and read the confirmed result.
- Switch to Rosa Delgado and open /registration/reg-family to record a family who called the studio.
- Start with free-plan-grace-over to register a dancer the studio can no longer take: the review keeps the whole registration, and Nadia Ruiz reads what was asked for under Plan.
- Maya Chen's private lesson was held yesterday: open the lesson from Calendar, then Maya's dancer record reads the lesson as ended.
How to walk it from /registration/reg-trial-review
- Nina Chen wants Maya to try Creative Movement once before deciding. Choose the class and the Saturday, accept the trial agreement, pay the trial price, and follow the booked trial to the front desk's record of it.
- Her other unfinished registrations are at /registration/reg-payer-action, /registration/reg-payment-failed and /registration/reg-correction: a payment that needs her, a card that was turned down and a place the studio took down.
- Be Marisol Vega and open /registration/reg-adult to take her own place for next season; be Sam Chen and open /registration/reg-second-family to see a second adult's share and household link.
- Start with Sam recorded for Maya, be Sam Chen and open /registration/reg-second-linked?subject=sam-chen-maya-chen-registration to see the studio keep his link to Maya's registration work.
How to walk it from /registration/reg-waiting
- Nina Chen is waiting for two classes. One of them has a place held for her with a deadline; open it, take it, agree to the studio's terms and pay.
- Start with a held place whose terms are agreed to see Maya's place in Hip Hop One go from the offer to the review and payment without asking for the terms again.
- Start with next season's places offered to see the returning offer: take one dancer's place, let the other go, and read what is kept on the record afterwards.
- Start with a place offer's deadline passed to see Zara Okafor's Hip Hop One offer lapse and the place go to Maya, whose offer waits for Nina Chen.
How to walk it from /registration/reg-registration-rules
- Nadia Ruiz opens next season's registration rules. Set the dates registration opens and closes, keep waitlists on, and publish the rules.
- From there, offer returning places to last season's dancers, release the ones whose class is ready, then publish those classes for registration.
Standing
Entry: /portal/portal-home · Who to be: Nina Chen · Device: Phone and desktop · People to be: Marisol Vega · Adult dancer; Sam Chen · Family payer; Nina Chen · Parent; Rosa Delgado · Front desk; Nina Chen · Parent; Marisol Vega · Adult dancer; Nadia Ruiz · Owner; Nina Chen · Parent; Rosa Delgado · Front desk; Nina Chen · Parent; Nina Chen · Parent · Reached: Parent, book the makeup · Flow ends: Parent, request personal records or removal
Flow details
- Entry
-
/portal/portal-home
- Who to be
- Nina Chen
- Device
- Phone and desktop
- People to be
-
- Marisol Vega · Adult dancer
- Sam Chen · Family payer
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Marisol Vega · Adult dancer
- Nadia Ruiz · Owner
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Nina Chen · Parent
- Reached
- Parent, book the makeup
- Flow ends
- Parent, request personal records or removal
Standing to Parent, book the makeup. The rest is coming.
Be another person in this browser's studio
How to walk it from /portal/portal-preferences
- Nina Chen starts at her message preferences. Each agreement stands on its own: read what one covers, come back, and agree to only that one.
- Open the unsubscribe address from a studio broadcast to stop messages without signing in, then be Rosa Delgado to see the same destination at the front desk.
How to walk it from /portal/portal-change?subject=chen-fall-place-1
- Family in the portal opens the same record the front desk reads: Nina Chen corrects her own phone there, and Maya's emergency contacts and pickup people.
- Nina Chen asks the front desk to move Maya to another class. The place and the money stay as they are until the front desk applies it, and she can withdraw the request until then.
- Be Front desk to send Marisol Vega the invitation from her dancer access, then be Marisol to open and accept it: the same record, the same number, and her parent's money stays her parent's.
How to walk it from /events/event-parent-costume
- Nina Chen's recital and costume work sits under Shows, and the tights she bought are paid for and waiting at the front desk.
- Her request for what the studio keeps about her family opens from her name at the top of any screen.
Standing
Entry: /desk/desk-workspace · Who to be: Rosa Delgado · Device: Desktop and phone · People to be: Rosa Delgado · Front desk; Nina Chen · Parent; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Tessa Morgan · Substitute; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Nina Chen · Parent; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Priya Shah · Bookkeeper; Rosa Delgado · Front desk; Nina Chen · Parent; Rosa Delgado · Front desk; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Priya Shah · Bookkeeper · Reached: Front desk, move a dancer between households · Flow ends: Owner, take the studio's records out
Flow details
- Entry
-
/desk/desk-workspace
- Who to be
- Rosa Delgado
- Device
- Desktop and phone
- People to be
-
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Tessa Morgan · Substitute
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Reached
- Front desk, move a dancer between households
- Flow ends
- Owner, take the studio's records out
Standing to Front desk, move a dancer between households. The rest is coming.
Be another person in this browser's studio
How to walk it from /desk/desk-workspace
- In People, the saved view Families missing details and any work prepared for selected families are Rosa's alone: switch to the owner, Nadia Ruiz, and neither is there.
- Open the Chen family: Sam Chen gets studio messages for Maya and Leo and has no other permission.
How to walk it from /desk/desk-charge-shares?subject=chen
- Rosa Delgado sets what Nina and Sam Chen each carry, then takes the $80 in cash Sam hands over for Maya's costume.
- The studio takes $20 off the costume and sends it back. It goes to Sam, who handed the cash over, even once Nina carries the whole bill.
How to walk it from /seasons/season-calendar-day
- Start opens the studio calendar on today for Nadia Ruiz. Week shows the whole week; Season, Room and Teacher narrow what is placed.
- Assign a teacher or substitute takes the meeting that needs cover. Choose Tessa Morgan, record that she agreed and that you checked she is free, then assign the cover.
- Signing in as Tessa Morgan shows the covered class on her roll; Elena Brooks no longer has that meeting. Both have the change in the Outbox.
How to walk it from /seasons/season-booking-lesson
- Start opens Book a private lesson for Nadia Ruiz. Fill in the dancer, the teacher, the room and the time, the price and the cancellation terms, record that the parent agreed, and confirm. The lesson is then on the studio calendar.
- Book a room takes a renter's name, email and purpose. Morgan Lee's rental for next month is already booked: open it from the calendar to see the amount owed and the renter's own payment link.
- The renter's link is in the Outbox, under the booking confirmation. Open it signed out, ask for a code and take the code from the Outbox. The code opens the booking's payment.
- Change this booking moves the time and keeps the same booking and the same amount. Cancel this booking shows what the accepted terms leave to pay before anything is canceled.
How to walk it from /seasons/season-closure-review
- Start opens Apply a closure for Nadia Ruiz. Give a reason, choose the whole studio or one room, set the dates, and see every class and booking those dates hold before anything is canceled.
- Applying cancels them and sends the notice. The Outbox holds what each household and teacher received; a household the notice cannot reach is on the follow-up list with the reason.
- Who still needs reaching records a phone call or a visit against the household. Withdrawing the closure frees the space again and tells everyone the closure is off; what was canceled stays canceled.
How to walk it from /books/books-goods
- Start opens Goods for Nadia Ruiz. Ballet shoes is a draft: its sales tax isn't supplied yet, so Open desk sales refuses and links to the treatment.
- Leotard is on sale at the desk and in the shop. Its Stock shows on hand, committed and available; record units received or a count there. Neither makes a sale or a charge.
- Switch to Rosa Delgado to record stock as the front desk, or to Nina Chen to see the shop: only what's in the shop, with a size at zero said to be out of stock.
How to walk it from /desk/desk-goods-sale?subject=sale-1005
- Start opens Nina Chen's shop purchase, paid and waiting at the desk. Hand over one leotard, then the second, and watch on hand and committed fall together.
- Sam Chen's tights are unpaid: the desk takes the money first through Desk receipt, then hands them over. An online purchase still in processing can't be handed over yet.
- When a leotard comes back, Goods return records the units and where they go. Stock moves on acceptance; the money goes back separately through Money correction or Money return.
How to walk it from /desk/desk-message-list
- Open Sent copies and choose Delivery problems to correct Adaeze Okafor's refused email and send it again; Priya Patel's copy has no answer yet and cannot be sent again.
How to walk it from /portal/portal-preferences
- Nina Chen starts at her message preferences. Each agreement stands on its own: read what one covers, come back, and agree to only that one.
- Open the unsubscribe address from a studio broadcast to stop messages without signing in, then be Rosa Delgado to see the same destination at the front desk.
How to walk it from /desk/desk-inbox
- Start opens the Inbox: Nina Chen's reply, a trial waiting for an answer and an email a family's address refused. Dismissing an item takes it off your list and leaves the work open.
- Upcoming shows what is scheduled to post before it posts. Stop one October occurrence and see that the dancer's place and the tuition policy stay as they were.
- The Chen family has a second Maya Chen from a phone enquiry. Compare the two records, choose which one continues, and merge; both histories stay and the old identifier opens the continuing record.
How to walk it from /administration/admin-history
- Nadia Ruiz reads every change the studio's records carry, newest first. Narrow by Who or search a name, then open a change to its record; switch to Rosa Delgado at the front desk to see the same feed within her reading.
How to walk it from /administration/admin-fields
- Nadia Ruiz defines what Willow's records hold. Open Trash to restore the Carpool group tag, or switch to Rosa Delgado at the front desk, who sees Archive and nothing else here.
How to walk it from /administration/admin-import?return[flow]=first-hour&return[screen]=setup&subject=import-fall-dancers
- As Nadia Ruiz, pick up Fall dancers.csv: pair its columns, check the rows and bring them in. Start with another file to choose a CSV or XLSX of your own. Be Rosa Delgado for the same file at the front desk.
- Open Export and export everything, then leave the page. Coming back, or Check progress, shows it finished on its own with the records-as-of time it started with.
- As Priya Raman, ask for the file from a reviewed pay period. It holds the reviewed pay it was asked with, whatever the records say later, and only the person who asked for a personal copy can download it.
Standing
Entry: /teaching/teach-day · Who to be: Elena Brooks · Device: Phone and desktop · People to be: Elena Brooks · Teacher at Willow Dance Studio and parent of her own family; Elena Brooks · Teacher; Tessa Morgan · Substitute; Rosa Delgado · Front desk; Elena Brooks · Teacher; Tessa Morgan · Substitute; Nina Chen · Parent; Elena Brooks · Teacher; Tessa Morgan · Substitute; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Priya Shah · Bookkeeper · Reached: Owner, enter the teaching-pay agreement · Flow ends: Bookkeeper, take the reviewed payroll input
Flow details
- Entry
-
/teaching/teach-day
- Who to be
- Elena Brooks
- Device
- Phone and desktop
- People to be
-
- Elena Brooks · Teacher at Willow Dance Studio and parent of her own family
- Elena Brooks · Teacher
- Tessa Morgan · Substitute
- Rosa Delgado · Front desk
- Elena Brooks · Teacher
- Tessa Morgan · Substitute
- Nina Chen · Parent
- Elena Brooks · Teacher
- Tessa Morgan · Substitute
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Reached
- Owner, enter the teaching-pay agreement
- Flow ends
- Bookkeeper, take the reviewed payroll input
Standing to Owner, enter the teaching-pay agreement. The rest is coming.
Be another person in this browser's studio
How to walk it from /teaching/teach-day
- Elena Brooks holds both contexts on one account. Starting Classroom enters her Teacher context. Open the account menu, choose Studios and families, and pick her parent context to arrive at Parent portal with her own family's unfinished registration; the same menu returns her to Teacher, and the teaching work is as she left it.
How to walk it from /teaching/teach-progress-entries
- As Elena Brooks, write what you saw for one dancer, share it, then revise it: the family keeps reading the version you shared until you replace it.
- Be Nina Chen to read the same class material and progress as a parent.
How to walk it from /teaching/teach-time-records
- As Elena Brooks, supply the hours you can teach, then record the work you actually did: the class you taught is a suggestion until you confirm it.
- Be Tessa Morgan to record cover work under her own name, and Nadia Ruiz to enter the pay agreement the studio and Elena agreed.
How to walk it from /teaching/teach-pay-review
- As Nadia Ruiz, read the work in the range, resolve what the questions raise, then accept the records, rates and amounts.
- Correct a reviewed work day to see the period come back with its difference, accept it again, and be Priya Raman to take the file out for outside payroll.
Standing
Entry: /books/books-outlook · Who to be: Priya Shah · Device: Desktop and phone · People to be: Nadia Ruiz · Owner; Priya Shah · Bookkeeper; Rosa Delgado · Front desk; Priya Shah · Bookkeeper; Nadia Ruiz · Owner; Nina Chen · Family payer; Priya Shah · Bookkeeper; Nadia Ruiz · Owner; Priya Shah · Bookkeeper; Nadia Ruiz · Owner; Rosa Delgado · Front desk; Priya Shah · Bookkeeper; Nadia Ruiz · Owner · Reached: Bookkeeper, hand over an explained month or year · Flow ends: Bookkeeper, hand over an explained month or year
Flow details
- Entry
-
/books/books-outlook
- Who to be
- Priya Shah
- Device
- Desktop and phone
- People to be
-
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Rosa Delgado · Front desk
- Priya Shah · Bookkeeper
- Nadia Ruiz · Owner
- Nina Chen · Family payer
- Priya Shah · Bookkeeper
- Nadia Ruiz · Owner
- Priya Shah · Bookkeeper
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Priya Shah · Bookkeeper
- Nadia Ruiz · Owner
- Reached
- Bookkeeper, hand over an explained month or year
- Flow ends
- Bookkeeper, hand over an explained month or year
Standing to Bookkeeper, hand over an explained month or year. The rest is coming.
Be another person in this browser's studio
How to walk it from /books/books-outlook
- Nadia Ruiz starts signed in as Owner on the Collection outlook, counted through the studio day shown above. Open a family's charge, follow it to its payment and receipt, then take each back link to the same record and the same row of the outlook.
- Switch to Priya Shah to read the Bookkeeper home, where late charges count from that same day.
How to walk it from /books/books-payment-recovery?subject=alvarez-2026-10-recovery
- Rosa Delgado starts signed in as Front desk on the Alvarez family's payment recovery. Prepare a payment plan, give an installment the studio day shown above to see it refused, then save the plan and go back to the same payment recovery.
- Switch to Priya Shah and open the bank dispute from the Abbott family's recovery to record what was done in Stripe.
How to walk it from /books/books-tax
- Priya Shah starts signed in as Bookkeeper on the ballet shoes treatment, which is not supplied yet. Enter the accountant's treatment and rates, read the price preview, and accept it.
- Switch to Nadia Ruiz and open Card fees. See what is still missing, then record Virginia’s rules, the documented cost of taking cards, the notice acceptances and the disclosures with a percentage, and start the surcharge.
How to walk it from /books/books-gathering?subject=willow-2026-10-reconciliation
- Priya Shah starts with October's evidence. Review the records, compare the deposit and ask Rosa Delgado about the amount that does not belong to a sale.
- Switch to Rosa to supply the retained front desk note. Switch back to Priya to accept the explained period, open the goods records and prepare the sales tax period.
How to walk it from /books/books-report
- Priya Shah starts on the money the studio collected this month beside last month. Change the period and the class and watch each figure follow; open a figure to see the portions it is made of.
- Ask for the report by email: it starts off, sends only to your own address, and keeps what you chose when you stop it.
- Read the reporting year and hand it to the accountant. The file holds the period you were reading, not the whole studio.
Standing
Entry: /events/event-costumes · Who to be: Nadia Ruiz · Device: Desktop and phone · People to be: Nadia Ruiz · Owner; Elena Brooks · Teacher; Rosa Delgado · Front desk; Nina Chen · Parent; Nadia Ruiz · Owner; Elena Brooks · Teacher; Nina Chen · Parent; Nadia Ruiz · Owner; Elena Brooks · Teacher; Nina Chen · Parent; Nadia Ruiz · Owner; Nina Chen · Parent; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Jordan Lee · Event staff; Jordan Lee · Event staff; Nadia Ruiz · Owner · Reached: Owner, record the organizer's decision · Flow ends: Owner, finish or cancel the show
Flow details
- Entry
-
/events/event-costumes
- Who to be
- Nadia Ruiz
- Device
- Desktop and phone
- People to be
-
- Nadia Ruiz · Owner
- Elena Brooks · Teacher
- Rosa Delgado · Front desk
- Nina Chen · Parent
- Nadia Ruiz · Owner
- Elena Brooks · Teacher
- Nina Chen · Parent
- Nadia Ruiz · Owner
- Elena Brooks · Teacher
- Nina Chen · Parent
- Nadia Ruiz · Owner
- Nina Chen · Parent
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Jordan Lee · Event staff
- Jordan Lee · Event staff
- Nadia Ruiz · Owner
- Reached
- Owner, record the organizer's decision
- Flow ends
- Owner, finish or cancel the show
Standing to Owner, record the organizer's decision. The rest is coming.
Be another person in this browser's studio
How to walk it from /events/event-costumes
- As Nadia Ruiz, work through the costume list: put Giulia Rossi's size right against the chart, order what is sized, then follow Maya Chen's costume from its fitting to the front desk.
- Be Elena Brooks to measure and fit, Rosa Delgado to take the arrival and hand a costume over, and Nina Chen to read what her family is told.
How to walk it from /events/event-competition-teams
- As Nadia Ruiz, finish Blue Sky against what the Valley organizer asks for, record what you sent them, then record the answer that comes back.
- Be Elena Brooks to supply a routine's music and rehearsal without any way to send it, and Nina Chen to read what the competition means for Maya.
How to walk it from /events/event-recitals
- As Nadia Ruiz, take the Saturday matinee from the season's classes to a show order that gives every dancer time to change, then release it with its program, cue sheet and check-in list.
- Be Elena Brooks to supply a routine's music and cues, then Nina Chen to read what the released plan asks of Maya's family.
How to walk it from /events/event-sales
- As Nadia Ruiz, put the Saturday evening performance on sale, then pause and close it to see what each standing tells a buyer.
- Open the studio's ticket link signed out. Give a name and an email, take the six-digit code from the Outbox, choose Row B seats or Balcony places, and hold them.
- Leave the held selection and open the link again: the hold and its deadline are still yours. Dana Ortiz's paid tickets come back the same way.
- Signed in as Nina Chen, buy from the same performance: the tickets are charged to the family and paid where the family's money is.
How to walk it from /events/event-ticket-purchases
- As Rosa Delgado, open Ticket purchases: every purchase on the Saturday evening performance, what each one paid and which tickets can still admit somebody.
- Open Dana Ortiz's purchase and work it: send her tickets again, replace the one she lost, move a ticket to another place, or correct the address she gave.
- Send one ticket's money back. The ticket stops admitting at the decision; the money is the processor's and shows as sent, not finished. The Brooks and Nguyen purchases show a return that completed and one that was refused.
- Issue the Chen family's included ticket against their recorded entitlement: it takes a place from the same capacity and puts nothing on the family's bill.
How to walk it from /events/event-event-assignments
- As Nadia Ruiz, put somebody on the door and backstage for the Willow Fall Showcase: who works it, which performance, and when their access opens and closes.
- Be Jordan Lee to open this morning's performance, read a ticket at the door by its printed reference, and let one person in.
- Read the same ticket again: it shows who already let that ticket in and when, never a second way in. WIL-201-A and WIL-201-B are good; WIL-201-C was replaced and WIL-101-A belongs to another performance.
How to walk it from /events/event-backstage-dancers
- As Jordan Lee, open the backstage list for this morning's performance and record Maya Chen arriving.
- When Maya is collected, read who may take her: Ruth Chen has a pickup permission the front desk has stopped, Nina Chen is her mother. Hand Maya over and record it. Marisol Vega dances as an adult and records her own departure.
- Be Nadia Ruiz to finish the show. It waits until every dancer backstage has a recorded departure.
Standing
Entry: /arrival/trust · Who to be: Reader of the service terms · Device: Desktop and phone · People to be: Nadia Ruiz · Owner; Rosa Delgado · Front desk; Rosa Delgado · Front desk; Nadia Ruiz · Owner; Avery Cole · Subscription payer; Nadia Ruiz · Owner; Nadia Ruiz · Owner; Nina Chen · Parent; Nadia Ruiz · Owner · Reached: nothing yet from the entry · Flow ends: Owner, decide when changed work enters the studio
Flow details
- Entry
-
/arrival/trust
- Who to be
- Reader of the service terms
- Device
- Desktop and phone
- People to be
-
- Nadia Ruiz · Owner
- Rosa Delgado · Front desk
- Rosa Delgado · Front desk
- Nadia Ruiz · Owner
- Avery Cole · Subscription payer
- Nadia Ruiz · Owner
- Nadia Ruiz · Owner
- Nina Chen · Parent
- Nadia Ruiz · Owner
- Reached
- nothing yet from the entry
- Flow ends
- Owner, decide when changed work enters the studio
Standing to nothing yet from the entry. The rest is coming.
Be another person in this browser's studio
How to walk it from /administration/admin-access-recovery?subject=willow%3Arecovery-rosa-email
- Rosa Delgado starts signed in on her challenged request to move her sign-in email. Read the change, her challenge and its history. Priya Shah's recovery, at /administration/admin-access-recovery?subject=willow%3Arecovery-priya-email, isn't hers to open.
- Open Account settings from Profile: correct your name, and see the email change you asked for still waiting for verification.
- Use a different address under Sign-in and email, confirming it's you with Google as rosa@willowdancestudio.com; open the verification link from the outbox and finish the change.
- Start with another-browser to find Rosa's iPhone under Where you're signed in beside this browser, and sign that browser out.
- Start with waiting-period-over and open Rosa's request at /administration/admin-access-recovery?subject=willow%3Arecovery-rosa-email to read the change Dancebeam recorded.
How to walk it from /administration/admin-plan
- Start with no fixture: Willow is free through 50 dancers. Open the counted dancers, then end Avery Cole's billing and invite someone else; the invitation waits in the outbox.
- From the plan, review Start paid use. Polar's checkout isn't part of this walk, so you come back to a purchase Polar hasn't confirmed; leaving the checkout keeps free use and everything prepared.
- Start with paid-use for the confirmed purchase: the invoice, the renewal boundary, the changed card, and Cancel paid use, which leaves the paid-through instant standing.
- Start with cancellation-confirmed to read the accepted cancellation and ask Polar to keep the renewal, or with payment-difficulty, terminal-decline, entitlement-ended and read-only-departure for the other renewal results.
How to walk it from /administration/admin-departure
- Start with no fixture: take the records out, then set the cutover and where families go instead.
- Start with the-cutover-set to read both boundaries, change the cutover, or close the studio and read what stops and what stays.
- Start with the-studio-closed for the settled closure, its unfinished money and the last handoff. Studio deletion opens once the studio is closed, so reach it by closing the studio from the-cutover-set.
How to walk it from /administration/admin-personal-data-requests
- As Nadia, open Nina Chen's request, decide each part, then run the removal and answer her. Maya's request waits for proof that Nina may act for her.
- As Nina, read the same request from the Parent portal and withdraw or amend it.
How to walk it from /administration/admin-whats-new
- Read what changes and the day it starts, turn it on for the whole studio, then take the Return back to the work you left.