Testing Pike13

Explore the Platform and Validate Your Configuration

Testing your workflows is a critical step in ensuring that your Pike13 site is set up for success. As a business owner, it's important to experience the client journey firsthand to identify any potential issues before going live. One of the easiest ways to do this is by creating a test client profile. By using a private or incognito window, you can sign up as a client and simulate real-life scenarios such as booking services, purchasing products, and receiving communications.

Follow the steps below to open a private/incognito window and create a test client profile to test your workflows.

Open a Private or Incognito Window

To open your Pike13 site without logging out of your owner account, follow the instructions below based on your browser:

• Google Chrome:

  1. Click the three vertical dots in the upper-right corner of your browser.
  2. Select “New Incognito Window.”
  3. A new window with a black background will open.

• Firefox:

  1. Click the three horizontal lines in the upper-right corner.
  2. Select “New Private Window.”
  3. A new window with a purple mask icon will open.

• Microsoft Edge:

  1. Click the three horizontal dots in the upper-right corner.
  2. Select “New InPrivate window.”
  3. A new window with the InPrivate indicator will open.

• Safari:

  1. Click “File” from the top menu.
  2. Select “New Private Window.”
  3. A new window with a dark search bar will open.

Once your incognito/private window is open, navigate to your Pike13 site. You will now be able to act as a client without affecting your owner session.

Creating a Test Client Profile

Now that you're in a private window, you can proceed to create a test client profile to simulate the client experience. This will allow you to test your workflows for booking, enrolling, and purchasing products from the client side.

How to Create a Test Client Profile

1. Visit your Pike13 site in the incognito/private window.
2. Select "Sign Up" in the top right corner of the website.
3. Enter your test email address (use a different email than your owner account) and click “Next.”
4. Select who you’re signing up:
   • If you're testing as an individual, select “Yourself.”
   • If you’re testing dependent sign-ups (such as for a child), select “Your children or Yourself and your children” and follow the steps to add both yourself and a dependent.
5. Fill in the required information, including creating a password, and select “Sign Up.”

Step 3: Confirm Your Test Account

• If you're prompted to check your email for confirmation, check the test email inbox (or spam folder) and click the link to confirm your email address.
• If you've already signed up with another Pike13 business using that email, you can sign in using your existing credentials. Complete any additional profile information needed for the current business.

Testing the Client Workflow

Now that you’ve created a test client profile, you're ready to test the entire client journey. You can:

1. Enroll in services (classes, appointments, or events).
2. Sign waivers (if applicable to your business).
3. Check email notifications for confirmations and reminders.
4. Simulate check-ins and attendance tracking.

By testing the system as a client, you'll get a complete view of how your workflows are functioning and can spot any issues before launching to real clients.

Testing Your Pike13 Test Client from the Staff Side

Once you’ve created a test client profile and explored the client-side experience, it’s important to see how Pike13 works from the staff perspective. This will give you a full understanding of how you manage client interactions, handle service enrollments, process sales, and more. Below are some key actions you can take from the staff side to test your workflow with the test client.

Steps to Test Your Test Client on the Staff Side:

1. Visit the Client Dashboard:

   • From your staff account, navigate to the “Clients” tab.
   • Use the search bar to find your test client.
   • Click on the test client's name to open their client dashboard. Here, you can view all their activities, including their upcoming schedule, pass/membership details, and purchase history.

2. Cancel Scheduled Services:

   • If the test client is enrolled in any services (classes, appointments, etc.), you can test canceling their enrollment.
   • Go to the “Upcoming Schedule” section in their client dashboard.
   • Click the service you wish to cancel and follow the steps to remove them from the service.
   • This allows you to see how cancellations are handled from both the staff and client perspectives.

3. Sell Products to Your Test Client:

   • From the client dashboard, you can add a purchase on behalf of the test client.
   • Click on the Shopping Cart Icon and select a pass, plan, or other product to assign to your test client.
   • As noted earlier, credit card processing is disabled during the trial, so select Cash to complete the transaction.
   • This helps you see how selling and managing products work from the staff side.

4. Check Waiver Status:

   • If your business requires a waiver, make sure to view the test client's waiver status.
   • Navigate to their profile and check whether a waiver has been signed. You can also prompt them to sign if it hasn’t been completed.

5. Manage Passes and Plans:

   • If your test client has purchased a pass or membership, view and manage these details under the “Passes” or “Memberships” tab on their dashboard.
   • You can adjust the expiration date, usage, or cancel the pass as part of your test.

6. Review Client Notes and History:

   • Test adding client notes or review the history of interactions to see how staff can track communication and changes for the client.
   • Notes can include important information that staff members should know, and this functionality helps you maintain clear records for client management.

Why This Matters:

Testing your workflows from the staff side ensures that you’re comfortable managing client activities, processing transactions, and handling schedule changes. This complete view of the client journey—from sign-up to purchase to service enrollment—helps you make the most of Pike13's tools and feel confident running your business.