Naayya brings the daily work of a wellness business into one place: bookings, classes, services, programs, products, payments, staff, customers, and client communication.
Use this article when you are orienting yourself before setting up the rest of your workspace.
Who uses Naayya#
Owners and managers#
Owners and managers work mainly in Admin. This is where you manage the business:
- Classes, services, programs, and calendars
- Customers and leads
- Products, gift cards, discounts, and checkout settings
- Payments, reports, payroll, and contracts
- Locations, resources, staff access, notifications, and public website embeds
Your exact menu depends on your role, your plan, and the offerings your business has switched on. For example, a business that only offers services can switch Classes off and see fewer class tools. Owners and managers choose this in Switch offerings on and off.
Staff#
Staff members can be invited with the access they need for their job. Some staff may help with customers, bookings, POS, products, payroll, or settings. Staff who teach can also have a public teaching profile.
Start with Staff Management and Roles & Permissions.
Teachers#
Teachers use the teacher workspace to see their schedule, view attendees, manage attendance, update their profile, and view payslips when payroll is used.
Start with Teacher Dashboard Overview.
Customers#
Customers use the public business pages and their account area to book classes or services, manage their bookings, view memberships and passes, update payment methods, use wallet or gift card balances, and review account settings.
Start with Customer FAQ.
Main areas of the product#
Scheduling#
Use Classes, Calendar, Services, Programs, Locations, and Resources to define what customers can book and where it happens. Classes, Services and Programs are offerings: each shows in the sidebar only while it is switched on in Admin > Settings > Offerings. Everyone enrolled in a course or program is listed on the Enrollments tab of Programs.
Class businesses usually start with Creating Classes. Businesses that sell services, such as massages or court hire, usually start with Create Services.
Booking and attendance#
Bookings can come from the public website, embedded schedule, customer account, admin booking tools, or POS. Attendance can be managed from the admin schedule stream, teacher schedule, and class views.
See Customer Bookings, Waitlists for Classes, and Manage Attendance.
Products and checkout#
Use Admin > Pricing for class and service offers such as drop-ins, packs, memberships, and one use of a service. On current customer pages, public Pricing lists passes and memberships when a business has published them. The current Admin > Shop navigation label leads to management of physical goods, and customers browse those goods, and your active gift cards, in the Shop storefront. The current Admin > Gift Cards flow remains separate for setting up and managing gift cards. Each area has its own settings for what customers can buy and book.
See Product Types Overview for the current offer types under Admin > Pricing. See Gift Cards for the separate gift-card setup and sales flow.
Payments and reporting#
Naayya supports online payments through the connected payment account, manual/offline payment records, POS sales, refunds, payouts, annual summaries, and payout reconciliation.
See Set Up Get Paid, Payments, and Reports.
Customers and growth#
The Customers workspace shows customers and leads together, and you can switch between All, Leads, and Customers. Use it to find people, understand their activity, follow up, and keep customer records accurate.
See Customer List and Leads Management.
Team and access#
Use Staff and access settings to invite people, control permissions, and keep teaching profiles separate from admin access. A person can be a customer, staff member, teacher, or more than one of these.
See People Overview and Access Control.
What to set up first#
- Confirm your business profile, timezone, currency, and public details.
- Add locations and any resources that affect booking capacity.
- Set up staff access for the people who need to help.
- Create the first classes, services, or both.
- Create the products customers can buy.
- Set up payments so you can get paid for bookings.
- Review booking rules, cancellation policies, notifications, and website embeds.
You do not need to configure every advanced setting before taking the first booking. Start with the flows you use today, then add more controls as your operations need them.