22-week roadmap
The planned order of work.
01
Week 1
Establish staff access, organization structure, branch context, and POS station access.
Foundation
Foundation Complete staff account setup Staff Member, Branch Manager, AdvisorFoundation Create a staff account and assign access Operator AdministratorFoundation Manage login users Operator AdministratorFoundation Manage operators, branches, and administrators Platform AdministratorFoundation Manage profile photo and account details Staff Member, AdvisorFoundation Sign out Staff Member, Branch ManagerFoundation Recover a forgotten password securely Staff Member, Branch Manager, AdvisorFoundation Review and change effective permissions Operator AdministratorFoundation Sign in by phone number Staff Member, Branch Manager, Advisor
New functionality
New functionality Sign in to and lock a POS station Staff MemberNew functionality Select the branch for POS work Operator Administrator, Branch Manager
Existing functionality
02
Week 2
Create and find members and prepare the children attending a visit.
New functionality
New functionality Create and enrich a member Member / Customer, Staff MemberNew functionality Find a returning member by phone number Member / Customer, Staff MemberNew functionality Select and reconfirm saved children for a visit Parent / Guardian, Staff Member
Existing functionality
03
Week 3
Prepare customer pricing, inventory records, event products, and daily work definitions.
New functionality
New functionality Configure inventory items variants and stock locations Branch ManagerNew functionality Apply verified customer pricing Staff Member, Member / Customer
Existing functionality
Existing functionality Author one-off and recurring task templates Line ManagerExisting functionality Author reusable checklist templates Line ManagerExisting functionality Configure event products and locations Branch ManagerExisting functionality Create and complete a quick task Staff Member, Branch ManagerExisting functionality Choose the department responsible for Fix reports Line ManagerExisting functionality Open and update task detail Staff Member, Branch ManagerExisting functionality Publish scoped announcements Line Manager, Branch ManagerExisting functionality Open related work from notifications Staff Member, Branch Manager
04
Week 4
Configure ticket packages, date-based pricing, tax, and service rules.
New functionality
New functionality Configure a ticket package Branch ManagerNew functionality Configure branch tax and service rules Branch Manager, Operator AdministratorNew functionality Configure weekday weekend and holiday pricing Branch Manager
Existing functionality
Existing functionality Capture employee availability and leave Staff Member, Branch ManagerExisting functionality Execute an ordinary or checker checklist Staff Member, Branch ManagerExisting functionality Manage the Ops board Line Manager, Branch ManagerExisting functionality Review today’s announcements and events Staff Member, Branch ManagerExisting functionality View personal and team schedules Staff Member, Branch Manager
05
Week 5
Quote admissions and complete mixed sales with one or more payment methods.
New functionality
New functionality Pay with one or more payment methods Staff MemberNew functionality Build and settle a mixed till cart Staff Member, Member / CustomerNew functionality Quote a ticket package Staff Member, Member / Customer
Existing functionality
Existing functionality Clock in and out at a kiosk Employee Kiosk ContextExisting functionality See who is currently at work Branch ManagerExisting functionality Operate the reception kiosk Staff MemberExisting functionality Review and correct timekeeping Branch ManagerExisting functionality Submit a public guest or service check-in Parent / Guardian, Reception Visitor ContextExisting functionality Submit missed or unscheduled attendance Employee Kiosk Context, Branch Manager
06
Week 6
Register children for supervised care and apply permitted checkout adjustments.
New functionality
New functionality Apply a manual discount Staff Member, Branch ManagerNew functionality Set child supervision rules Branch Manager, Staff MemberNew functionality Register a child for supervised care Parent / Guardian, Staff Member
Existing functionality
07
Week 7
Check supervised children in, manage pickup people, and complete pickup.
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
Existing functionality Generate and publish drop-off forms Line ManagerExisting functionality Manage camp children and attendance Branch Manager, Staff MemberExisting functionality Manage drop-off nanny and camp check-ins Staff Member, Branch ManagerExisting functionality Register a child for camp Parent / Guardian
08
Week 8
Sell event passes, manage attendee rosters, and check attendees in with wristbands.
New functionality
New functionality Check in an event attendee and print bands Staff Member, Branch ManagerNew functionality Manage event attendees and daily attendance Branch Manager, Staff MemberNew functionality Sell a flat-price event pass Staff Member, Member / Customer
Existing functionality
Existing functionality Author employment templates and policies Line Manager, Operator AdministratorExisting functionality Build a branch schedule Branch Manager, Line ManagerExisting functionality Configure company signatory authority Operator AdministratorExisting functionality Explore and maintain the org chart Line Manager, Operator AdministratorExisting functionality Generate and issue a contract or letter Line ManagerExisting functionality Review and resolve schedule conflicts Branch ManagerExisting functionality Run reviews and staff movements Line Manager, Branch ManagerExisting functionality Use schedule templates and bulk tools Branch Manager, Line ManagerExisting functionality View HR dashboard and attention Line Manager, Branch Manager
09
Week 9
Load, spend, expire, and reactivate wristband and wallet value.
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
Existing functionality Ask OTO with cited answers Staff MemberExisting functionality Create and publish SOP knowledge Line ManagerExisting functionality Review my submitted Fix reports Staff MemberExisting functionality Search and browse SOP knowledge Staff MemberExisting functionality Submit a Fix report with media Staff Member, Branch ManagerExisting functionality Triage and resolve the Fix Board Branch Manager, Line Manager
10
Week 10
Create, pay for, and prepare food and beverage orders.
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 / CustomerNew functionality Search and configure an F&B order Staff Member
Existing functionality
11
Week 11
Transfer, count, and respond to low stock across branch locations.
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
12
Week 12
Book and redeem admission online while ordering and receiving supplier purchases.
New functionality
New functionality Book admission online and receive a QR code Member / Customer, Parent / GuardianNew functionality Order and partially receive supplier purchases Branch Manager, Staff MemberNew functionality Redeem a paid booking QR code Staff Member, Member / Customer
Existing functionality
13
Week 13
Configure shared inboxes and use AI assistance while handling customer conversations.
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
14
Week 14
Connect conversations to customer records and coordinate drop-off and event arrivals.
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
15
Week 15
Issue entrance wristbands, scan operational codes, and monitor live occupancy.
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
Resolve gate exceptions and print receipts, wristbands, and wallet vouchers.
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 Resolve gate exceptions and end-of-day groups Staff Member, Branch Manager
Existing functionality
17
18
Week 18
Review branch sales, ticket mix, wallet liability, promotions, and comps.
New functionality
New functionality Review branch sales and ticket mix Branch Manager, Operator AdministratorNew functionality Review wallet liability, promotions, and comps Branch Manager, Operator Administrator
Existing functionality
19
Week 19
Use promotional vouchers and refund paid transactions.
New functionality
New functionality Configure and redeem a promotional voucher Branch Manager, Member / Customer, Staff MemberNew functionality Refund all or part of a paid transaction Branch Manager, Staff Member
Existing functionality
20
Week 20
Configure staff benefits, use them at checkout, and prepare event execution.
New functionality
New functionality Use staff benefits at checkout Staff MemberNew functionality Configure an HR-linked benefit profile Line Manager, Branch Manager
Existing functionality
21
Week 21
Redeem bookings at self-service kiosks and review the branch POS day.
New functionality
New functionality Redeem a booking at the self-service kiosk Member / Customer, Parent / GuardianNew functionality Review today’s branch POS activity Branch Manager, Staff Member
Existing functionality
22
Week 22
Complete infrequent administration and financial review after core branch operations are established.
New functionality
New functionality Clone a complete branch configuration Operator Administrator, Branch ManagerNew functionality Close and reconcile a branch day Branch Manager, Staff MemberNew functionality Export VAT transaction details for filing Branch Manager, Operator AdministratorNew functionality Review profitability, cost of goods, and shrinkage Branch Manager, Operator Administrator