20-week roadmap
The planned order of work.
01
Week 1
Establish staff access and begin member records within the operator and branch hierarchy.
Foundation
Foundation Complete staff account setup Staff Member, Branch Manager, AdvisorFoundation Create a staff account and assign access Operator AdministratorFoundation Manage operators, branches, and administrators Platform AdministratorFoundation Review and change effective permissions Operator AdministratorFoundation Sign in by phone number Staff Member, Branch Manager, Advisor
New functionality
02
Week 2
Create and find members while completing routine account and branch navigation controls.
Foundation
Foundation Manage login users Operator AdministratorFoundation Sign out Staff Member, Branch Manager
New functionality
New functionality Configure inventory items variants and stock locations Branch ManagerNew functionality Select and reconfirm saved children for a visit Parent / Guardian, Staff Member
Existing functionality
03
Week 3
Prepare customer pricing, inventory records, organization structure, and employee records.
Foundation
Foundation Manage profile photo and account details Staff Member, AdvisorFoundation Recover a forgotten password securely Staff Member, Branch Manager, Advisor
New functionality
New functionality Configure a ticket package Branch ManagerNew functionality Apply verified customer pricing Staff Member, Member / Customer
Existing functionality
04
Week 4
Configure ticket packages, date-based pricing, tax, service rules, and event products.
New functionality
New functionality Configure branch tax and service rules Branch Manager, Operator AdministratorNew functionality Configure weekday weekend and holiday pricing Branch ManagerNew functionality Quote a ticket package Staff Member, Member / Customer
Existing functionality
05
Week 5
Count, transfer, and respond to low stock while establishing daily task handling.
New functionality
New functionality Decide whether to transfer or reorder low stock Staff Member, Branch ManagerNew functionality Count stock and record the variance Staff MemberNew functionality Transfer and replenish stock Staff Member
Existing functionality
06
Week 6
Register children for supervised care and establish event creation and attendance records.
New functionality
New functionality Set child supervision rules Branch Manager, Staff MemberNew functionality Register a child for supervised care Parent / Guardian, Staff MemberNew functionality Manage event attendees and daily attendance Branch Manager, Staff Member
Existing functionality
07
Week 7
Check supervised children in, manage pickup people, and support camp and drop-off registration.
New functionality
New functionality Check in a booked or walk-up supervised child Staff Member, Parent / GuardianNew functionality Maintain authorized pickup people Staff Member, Parent / GuardianNew functionality Pick up a child Staff Member, Parent / Guardian
Existing functionality
08
Week 8
Configure shared inboxes and establish branch scheduling with conflict controls.
New functionality
New functionality Configure messaging inboxes and routing Line Manager, Operator AdministratorNew functionality Use AI to understand and answer customer enquiries Staff Member, Branch Manager, Parent / Guardian, Member / CustomerNew functionality Work customer conversations in shared inboxes Staff Member, Branch Manager, Line Manager
Existing functionality
09
Week 9
Connect conversations to registrations and make operational knowledge searchable.
New functionality
New functionality Authorize pickup from a guardian-sent photo Staff Member, Parent / GuardianNew functionality Connect customer conversations to Oto records Staff Member, Parent / Guardian, Member / CustomerNew functionality Manage drop-off and event arrivals in one check-in board Staff Member, Branch Manager
Existing functionality
10
Week 10
Prepare purchasing, food and beverage configuration, staff benefits, and employment documents.
New functionality
New functionality Order and partially receive supplier purchases Branch Manager, Staff MemberNew functionality Search and configure an F&B order Staff MemberNew functionality Configure an HR-linked benefit profile Line Manager, Branch Manager
Existing functionality
11
Week 11
Record externally handled payments while supporting reception, public check-in, event bookings, and employment documents.
New functionality
New functionality Record one or more payment methods Staff MemberNew functionality Apply a manual discount Staff Member, Branch Manager
Existing functionality
Existing functionality Operate the reception kiosk Staff MemberExisting functionality Submit a public guest or service check-in Parent / Guardian, Guest / InviteeExisting functionality Manage event bookings arrivals and payments Branch ManagerExisting functionality Generate and issue a contract or letter Line Manager
12
Week 12
Book admission, sell event passes, check attendees in, and support event participation.
New functionality
New functionality Check in an event attendee and print bands Staff Member, Branch ManagerNew functionality Book admission online and receive a QR code Member / Customer, Parent / GuardianNew functionality Sell a flat-price event pass Staff Member, Member / Customer
Existing functionality
13
Week 13
Establish wristband value and supporting AI, knowledge-file, and notification controls.
New functionality
New functionality Load credit or meals onto a child wristband Staff Member, Member / CustomerNew functionality Expire and reactivate unused wristband value Branch Manager, Staff MemberNew functionality Pay with a wristband or wallet QR code Member / Customer, Staff Member
Existing functionality
14
Week 14
Complete guest-linked food orders and staff lifecycle administration.
New functionality
New functionality Complete an F&B order Staff Member, Branch ManagerNew functionality Start a child F&B order from a wristband Staff Member, Member / Customer
Existing functionality
Existing functionality Enroll and manage face identity evidence Staff MemberExisting functionality Manage assets offboarding and departure Line Manager, Operator AdministratorExisting functionality Run reviews and staff movements Line Manager, Branch ManagerExisting functionality View HR dashboard and attention Line Manager, Branch Manager
15
Week 15
Issue and scan entrance wristbands while establishing live occupancy and timekeeping oversight.
New functionality
New functionality View live occupancy by guest type Staff Member, Branch ManagerNew functionality Issue adult and child entrance wristbands Staff MemberNew functionality Scan a wristband, voucher, or booking code Staff Member
Existing functionality
16
Week 16
Assign branch printers, resolve gate exceptions, and complete employment scheduling actions.
New functionality
New functionality Assign branch printers Branch Manager, Staff MemberNew functionality Resolve gate exceptions and end-of-day groups Staff Member, Branch Manager
Existing functionality
Existing functionality Capture employee availability and leave Staff Member, Branch ManagerExisting functionality Review and sign an employment document Pending Staff MemberExisting functionality View personal and team schedules Staff Member, Branch ManagerExisting functionality Explore and maintain the org chart Line Manager, Operator Administrator
17
Week 17
Redeem bookings, apply benefits, review attendance records, and establish reusable checklists.
New functionality
New functionality Use staff benefits at checkout Staff MemberNew functionality Redeem a paid booking QR code Staff Member, Member / Customer
Existing functionality
Existing functionality Author reusable checklist templates Line ManagerExisting functionality Execute an ordinary or checker checklist Staff Member, Branch ManagerExisting functionality Review the activity logbook Line Manager, Operator AdministratorExisting functionality Submit missed or unscheduled attendance Staff Member, Branch Manager
18
Week 18
Print transactional output, support self-service redemption, and review branch transaction activity.
New functionality
New functionality Print a receipt that matches the completed transaction Staff MemberNew functionality Print adult and child wristbands and wallet vouchers Staff MemberNew functionality Redeem a booking at the self-service kiosk Member / Customer, Parent / GuardianNew functionality Review today’s branch POS activity Branch Manager, Staff MemberNew functionality Search POS transaction and order history Branch Manager, Staff Member
Existing functionality
19
Week 19
Credit transactions, review sales and wallet reporting, and prepare multi-day camp and event execution.
New functionality
New functionality Credit all or part of a paid transaction Branch Manager, Staff MemberNew functionality Review branch sales and ticket mix Branch Manager, Operator AdministratorNew functionality Review wallet liability, promotions, and comps Branch Manager, Operator Administrator
Existing functionality
20
Week 20
Use promotions, clone a branch configuration, and complete Fix submission and oversight.
New functionality
New functionality Configure and redeem a promotional voucher Branch Manager, Member / Customer, Staff MemberNew functionality Clone a complete branch configuration Operator Administrator, Branch Manager
Existing functionality
Existing functionality Choose the department responsible for Fix reports Line ManagerExisting functionality Review my submitted Fix reports Staff MemberExisting functionality Submit a Fix report with media Staff Member, Branch ManagerExisting functionality Triage and resolve the Fix Board Branch Manager, Line Manager