Review & Decide
Managers use Approvals → Permission Requests to see what the team has asked for. Open Pending to focus on items still waiting.
The Dashboard Pending approvals card is a count of waiting items. See Pending Approvals on the Dashboard.
Workflow — Review Then Decide
Approval Requests → Pending → Open the card → Review → Approve or Reject
Step 1 — Open Approval Requests
Open Approvals → Permission Requests. Click Refresh if needed.
Step 2 — Filter to Pending
Click Pending. (The current screenshot is on All, with Approved and Rejected cards.)
Step 3 — Review the Card
Check:
- Title (what was requested, and for whom)
- Category (for example Wallet Credits)
- The requester’s reason
- Requested by
- Date and time
- Amount and method, if shown
Step 4 — Decide
There is no screenshot of a Pending card or of Approve / Reject buttons. Do not invent those labels. After a decision, cards can show a Review note.
Why This Matters
A quick read of the reason stops unsafe wallet credits. If the reason is vague, Reject with a note that tells Daniel Murphy what to change.
Related Articles
Approving a Request
Approve when the change is correct and should go ahead. On the list, accepted items show status Approved (green).
What Happens After Approval?
This is not fully confirmed.
The list can show Approved and a Review note (for example ok). Whether Fitnez Studio then automatically credits the wallet, or only marks the request approved, is not shown.
Do not assume the manager must repeat the wallet credit by hand, and do not assume the balance updates on its own. After you approve, check the Member Wallet and Wallet History.
Workflow — Approve
Step 1 — Open the Pending Request
Open Approvals → Permission Requests → Pending. Find the card.
Step 2 — Review
Check requester, action, reason, member, and amount.
Step 3 — Approve
Use Approve if Fitnez Studio shows it. Complete any confirmation.
Step 4 — Add a Review Note If Asked
Approved cards can show Review note. Use a short note the team can understand.
Step 5 — Verify the Record
For Wallet Credits, open the member and confirm the balance if the credit should have applied.
There is no screenshot of the Approve control or a confirmation dialog.
What Happens Next?
The card should move to Approved. The Pending Approvals count on the dashboard should drop if it includes this item — that link is not confirmed.
Rejecting a Request and Giving a Reason
Reject when the change should not go ahead. On the list, declined items show status Rejected (red) and can include a Review note.
Why the Rejection Note Matters
The note is how Daniel Murphy knows what to do next. It also stays on the card for later review.
A useful note:
- Says why you declined
- Says what to change on a new request
- Avoids the same mistake twice
Good:
Rejected because the requested credit is too high. Please submit a request for up to 100.
Avoid:
No.
The current screenshot shows Review note on a rejected Wallet Credits card.
Workflow — Reject
Step 1 — Open the Pending Request
Open Approvals → Permission Requests → Pending.
Step 2 — Review
Read the action and reason.
Step 3 — Reject
Use Reject if Fitnez Studio shows it.
Step 4 — Enter a Clear Review Note
Explain the decline in language the requester can use.
Step 5 — Confirm
Complete any confirmation.
There is no screenshot of the Reject control. Whether a note is required is not confirmed. Cards can show Review note after the decision.
What Happens Next?
The requester should see Rejected and the Review note. The original change should not apply. They can submit a new request if still needed. See Tracking Your Requests.
Do not bypass a rejection by editing the wallet another way unless your Role allows a direct change and studio policy agrees.
Pending Approvals on the Dashboard
The help topic plan mentions an Action Center for tasks that need attention. That name is not a sidebar item on the current screenshots.
What is confirmed:
- Dashboard → Needs attention → Pending approvals (a count of requests waiting)
- Approvals → Permission Requests for the full list
Why This Matters
Managers can see outstanding work without opening every module. Front desk can see that a wallet request is still waiting.
Workflow — Find Outstanding Requests
- Open Dashboard.
- Under Needs attention, read Pending approvals.
- Open Approvals → Permission Requests.
- Click Pending.
- Review, then Approve or Reject.
The dashboard screenshot is on Dashboard Overview. This page does not repeat it.
Whether tapping Pending approvals opens Permission Requests is not confirmed. Use the sidebar if the card does not navigate.
After You Decide
Whether the dashboard count drops as soon as you approve or reject is not confirmed. Use Refresh on Approval Requests, then check the dashboard again.