Getting Started

Optimum is the private control panel for your website. Log in to manage everything the public sees and books. The menu on the left is grouped into User Management, Media, Operations, Academy, and System — you'll use these throughout the guide.

Optimum 是您网站的私人管理后台。登录后即可管理网站的所有内容与预订。左侧菜单分为 用户管理、媒体、运营、学院 与 系统 五大类，贯穿整本指南。

• 1
  Open your browser and go to the Optimum admin link provided by Optimum.

  打开浏览器，进入 Optimum 提供的 Optimum 后台登录链接。
• 2
  Enter your registered email and password, then click Log In.

  输入注册的邮箱和密码，然后点击 登录。
• 3
  You'll land on the Dashboard. Use the account icon at the top-right to log out.

  您将进入 仪表板。点击右上角的账号图标可退出登录。

The Dashboard

The Dashboard is the first screen after logging in — a snapshot of the studio today, with quick access to the rest of the system from the left menu.

仪表板是登录后的第一个页面 — 展示工作室今日概况，并可从左侧菜单快速进入系统各部分。

Users

Users are the people who can log in to Optimum — owner, front-desk staff, and any instructors who need admin access. Create a separate account for each person under User Management → User.

用户是可以登录 Optimum 的人员 — 老板、前台及需要后台权限的导师。请在 用户管理 → User 中为每人创建独立账号。

• 1
  In the left menu under User Management, click User (or the + beside it).

  在左侧 User Management 下点击 User（或旁边的 +）。
• 2
  Fill in their Name, an optional Code, Username, Email, and Phone Number — then assign their Role, which controls what they can see and do (see Roles & Permissions).

  填写 姓名、可选 代码、用户名、邮箱 及 电话号码，再指定其 角色（Role），决定该账号能看到与操作的范围（详见「角色与权限」）。
• 3
  Click Submit. The new user then checks their own email, verifies the account, and clicks the login link to set up access.

  点击 Submit。该人员需前往自己的邮箱完成验证，再点击邮件中的登录链接进入系统。

Roles & Permissions

A Role is a named set of permissions — what a user can view, create, update, deactivate, and reactivate across each module. Every user is assigned exactly one Role, and that Role decides which parts of the left menu they can use. Manage roles under User Management → Role.

角色（Role）是一组已命名的权限组合 — 决定用户能否查看、创建、更新、停用或恢复各模块的内容。每个用户只能被指定一个角色，角色决定其左侧菜单可用的范围。在 用户管理 → Role 中管理角色。

• 1
  In the left menu under User Management, click Role, then Create Role.

  在左侧 User Management 下点击 Role，再点击 Create Role。
• 2
  Give the role a Name, e.g. "Front Desk" or "Instructor".

  为角色命名，例如「前台」或「导师」。
• 3
  Tick the Permissions this role should have. Each module (User, Role, Blog Post, Gallery, Instructor, and more) breaks down into View / Create / Update / Deactive / Reactive checkboxes — tick the module's header box to select all of them at once, or use Select All at the top-right for every module.

  勾选该角色所拥有的 权限（Permissions）。每个模块（User、Role、Blog Post、Gallery、Instructor 等）都拆分为 查看／创建／更新／停用／恢复 五个选项 — 勾选模块标题即可全选该模块，或使用右上角的 Select All 全选所有模块。
• 4
  Click Submit. The role now appears under Role List and can be assigned to any user.

  点击 Submit。该角色随即出现在 Role List 中，可指定给任何用户。

Permissions are grouped one card per module — User, Role, Blog Category, Blog Tag, Blog Post, Blog Series, Gallery, Page SEO, Instructor, and more further down the page. Give a role only the modules it needs; a Front Desk role, for example, typically needs User and Student modules but not Blog or Role.

权限按模块分组，每张卡片对应一个模块 — User、Role、Blog Category、Blog Tag、Blog Post、Blog Series、Gallery、Page SEO、Instructor 等（页面下方还有更多）。只给角色所需的模块权限；例如「前台」角色通常只需要 User 与 Student 模块，无需 Blog 或 Role 权限。

Posts & Gallery

The Media group keeps your public website fresh. Use Post for news, announcements, and events; use Gallery for studio photos shown on the site.

Media 分组用于保持公开网站的更新。Post 用于发布动态、公告与活动；Gallery 用于上传显示在网站上的工作室照片。

• 1
  Under Media, click Post (or the +) to start a new post.

  在 Media 下点击 Post（或 +）新建文章。
• 2
  Add a title, write the content, and upload a cover image (landscape works best). For an event, include the date, time, and location in the post.

  填写标题、撰写内容并上传封面图（横版最佳）。如为活动，请在文中注明日期、时间与地点。
• 3
  Publish to make it live, or save as a draft to finish later. Use Gallery the same way to add studio photos.

  发布使其上线，或保存草稿稍后完成。Gallery 的操作方式相同，用于添加工作室照片。

Under Post you'll find Post List and Category List. Create categories first (Create Category) to group posts — each has a Name, Slug, optional Parent Category, and Sort Order.

Post 下包含 Post List 与 Category List。请先创建分类（Create Category）以整理文章 — 每个分类含名称、Slug、可选上级分类及排序。

Holidays

Set holidays so the studio's closed days are respected across the timetable — no classes run and members can't book on those dates.

设置假期后，时间表将自动应用休息日 — 这些日期不开课，会员也无法预订。

• 1
  Under Operations, open Holidays → Holiday Calendar. Blue dots are Imported public holidays; purple are Manual ones you add.

  在 Operations 下打开 Holidays → Holiday Calendar。蓝色为 Imported 公共假期，紫色为手动添加的 Manual 假期。
• 2
  Click Create Holiday (top-right). Enter the Date, a Name (e.g. Hari Raya Puasa), and an optional Note, then click Save.

  点击右上角 Create Holiday。填写 日期、名称（如 Hari Raya Puasa）及可选 备注，然后点击 Save。
• 3
  Use Sync Holidays to auto-import Malaysian public holidays, and toggle Month / Year List / Table View to review. Set holidays before generating the monthly schedule so closed days are excluded automatically.

  使用 Sync Holidays 自动导入马来西亚公共假期，并切换 Month / Year List / Table View 查看。请在生成每月排程 之前 设好假期，休息日将自动排除。

Timetable

The Timetable is built from a weekly Schedule Template — a recurring pattern of classes for Monday through Sunday. You set the pattern once, then generate the dated schedule that members book from.

时间表由每周 排程模板（Schedule Template） 生成 — 即周一至周日重复的课程安排。设定一次模板后，即可生成供会员预订的具体日期排程。

• 1
  Under Operations, open Timetable to see the Schedule Template.

  在 Operations 下打开 Timetable，即可看到排程模板。
• 2
  Click the blue + on a day, or Create Template (top-right), to open the Create Template form.

  点击某一天上的蓝色 +，或右上角的 Create Template，打开创建模板表单。
• 3
  Choose the Day of Week, Start / End Time, the Class and Instructor, and a Cancellation Cut-off in minutes (how late a member can cancel).

  选择 星期、开始 / 结束时间、课程 与 导师，并设定 取消截止时间（分钟，即会员最晚可取消的时间）。
• 4
  Leave Enabled ticked so it's included in the monthly sync, add any notes, and click Save.

  保持勾选 Enabled 以纳入每月同步，填写备注后点击 Save。
• 5
  Repeat for every weekly class. The template is a pattern only — nothing appears on the real calendar until you sync it (next step).

  为每周每堂课重复以上步骤。模板只是「样式」，未同步前不会出现在实际课表上（见下一步）。

Once the weekly pattern is set, open Timetable → Class Schedule. There are two ways to create the real dated classes:

模板设定好后，打开 Timetable → Class Schedule。生成实际课表有两种方式：

Timetable has two pages: Schedule Template (the weekly pattern) and Class Schedule (the real dated classes members book). After you press Sync This Month / Create Schedule, open Class Schedule to review the generated week — switch Month / Week / List or Table View.

时间表包含两个页面：Schedule Template（每周模板）与 Class Schedule（会员实际预订的具体日期课程）。点击 Sync This Month / Create Schedule 后，打开 Class Schedule 查看生成的一周 — 可切换 Month / Week / List 或 Table View。

Reports

Reports has two views: Class Report (attendance and classes run) and Sales Report (package revenue). Both let you filter by date and export a CSV.

报告分为两个视图：Class Report（出席与开课情况）与 Sales Report（配套营收）。两者都可按日期筛选并导出 CSV。

• 1
  Open Reports → Class Report. Set Date From / To, and optionally an Instructor or Class, then click Search.

  打开 Reports → Class Report。设定 起止日期，可选 导师 或 课程，点击 Search。
• 2
  Read the results (Date, Day, Time, Class, Instructor, Students), or click Export CSV to download.

  查看结果（日期、星期、时间、课程、导师、学员），或点击 Export CSV 下载。

• 1
  Open Reports → Sales Report. Set Paid From / To and optionally a Package, then Search.

  打开 Reports → Sales Report。设定 付款起止日期，可选 配套，点击 Search。
• 2
  Review the rows (Paid At, Order #, Student, Phone, Package, Qty, Unit Price, Amount) or Export CSV for your records.

  查看记录（付款时间、订单号、学员、电话、配套、数量、单价、金额），或 Export CSV 存档。

Vouchers

Vouchers are fixed RM-value credits you can give members — for promotions, birthdays, or goodwill. First create the voucher, then assign it to a member.

优惠券是可赠予会员的固定 RM 金额抵用额 — 用于促销、生日或补偿。请先创建优惠券，再分配给会员。

• 1
  Under Operations → Vouchers, open Voucher List and click Create Voucher.

  在 Operations → Vouchers 下打开 Voucher List，点击 Create Voucher。
• 2
  Enter a Title (e.g. Birthday Voucher), an optional Description, the Value (RM) (e.g. 50), the Validity (months), and optional Terms & Conditions and Image. Save.

  填写 标题（如 Birthday Voucher）、可选描述、面值 (RM)（如 50）、有效期（月），以及可选的条款与图片。保存。
• 3
  To give it to a member, open User Vouchers and click Assign Voucher — pick the voucher and the member. Its expiry counts from the assign date; track status here.

  要分配给会员，请打开 User Vouchers 并点击 Assign Voucher — 选择优惠券与会员。有效期自分配之日起计算，可在此跟踪状态。

Announcements

An Announcement is a red banner that runs across the very top of the public website — above the header — for things visitors need to know right away, like a holiday closure. It appears automatically at its Start At time and disappears automatically at its End At time; visitors can also dismiss it early with the × on the right.

公告是显示在网站最顶部（导航栏上方）的红色横幅，用于告知访客紧急信息，例如假期休息。公告会在 Start At 时间自动出现，在 End At 时间自动消失；访客也可点击右侧的 × 提前关闭。

• 1
  In the left menu under Operations, click Announcements, then + Create Announcement.

  在左侧 Operations 下点击 Announcements，再点击 + Create Announcement。
• 2
  Type the Message exactly as it should appear on the banner.

  输入公告 信息（Message），即横幅上显示的原文。
• 3
  Set Start At and End At — the banner is only live between these two moments.

  设置 Start At 与 End At — 横幅只会在这段时间内显示。
• 4
  Click Submit. It shows as Live in the list once its Start At time is reached.

  点击 Submit。到达 Start At 时间后，列表中的状态会显示为 Live。

Filter past and upcoming announcements by Message or Is Active. The table shows each one's Start/End time and current Status — Live means it's showing on the site right now. Use the icons under Action to edit or delete.

按 Message 或 Is Active 筛选过往与即将发布的公告。表格显示每条公告的开始／结束时间及当前 Status — Live 表示正在网站上显示。可在 Action 栏编辑或删除。

Instructors

Instructors has two pages: Instructor List (the teacher profiles shown on your site and assigned to classes) and Instructor Tags (dance-style labels such as Hip Hop, K-pop, or Heels).

导师分为两页：Instructor List（显示在网站上并分配到课程的导师档案）与 Instructor Tags（舞蹈风格标签，如 Hip Hop、K-pop、Heels）。

• 1
  Under Academy → Instructors, open Instructor List and click Create Instructor.

  在 Academy → Instructors 下打开 Instructor List，点击 Create Instructor。
• 2
  Fill in the Account details (Username, Email, Phone Number).

  填写 Account 信息（用户名、邮箱、电话号码）。
• 3
  Under Instructor Details, add the Name, Title (e.g. Head Coach), and bio. The Slug fills automatically.

  在 Instructor Details 中填写姓名、职称（如 Head Coach）及简介。Slug 会自动生成。
• 4
  On the right, use Choose File to upload a profile Image, add an optional Video URL and OG Image, then Save.

  在右侧用 Choose File 上传头像 Image，可选填 Video URL 与 OG Image，然后保存。

Tags group instructors by style. Open Instructor Tags, click Create Instructor Tag, enter the name (e.g. Popping, K-pop, Heels), and save. Use the edit / delete icons in the Action column to manage existing tags.

标签用于按风格归类导师。打开 Instructor Tags，点击 Create Instructor Tag，输入名称（如 Popping、K-pop、Heels）并保存。用 Action 栏的编辑 / 删除图标管理现有标签。

Classes

A class is a reusable definition — a title, category, level, capacity, and credit cost. Create your classes here first; you then place them into the Timetable's Schedule Template.

课程是可重复使用的定义 — 包含名称、类别、级别、人数上限与所需课时。请先在此创建课程，再将其加入时间表的排程模板。

• 1
  Under Academy → Classes, open Class List, then start a new one (Create Lesson).

  在 Academy → Classes 下打开 Class List，然后新建（Create Lesson）。
• 2
  Under Class Details, enter the Title (e.g. Beginner Hip Hop) and choose a Category and Level.

  在 Class Details 中填写 Title（如 Beginner Hip Hop），并选择 Category 与 Level。
• 3
  Set the Slot (Capacity) — the maximum students — and the Credit it costs a member to book (default 1).

  设定 Slot (Capacity)（人数上限）及 Credit（会员预订所需课时，默认 1）。
• 4
  Click Submit. The class is now available to add to the timetable.

  点击 Submit。该课程即可加入时间表。

Students & Credits

The Student List shows everyone registered — with Email, IC Number, Phone, Level, and Period Ticket Expiry. Open a student to see their details and adjust their credits when needed.

Student List 显示所有已注册学员 — 含邮箱、IC 号码、电话、级别及会员票到期日。点击学员即可查看详情并在需要时调整课时。

• 1
  Under Academy → Students, open Student List. Use Search Name or Search Phone and click Search.

  在 Academy → Students 下打开 Student List。用 Search Name 或 Search Phone 查找并点击 Search。
• 2
  In the Action column, click the eye icon to open that student's full profile and booking history.

  在 Action 栏点击 眼睛图标，打开该学员的完整档案与预订记录。
• 3
  The detail page shows their Profile, Enrollments, Orders, and Credit History. Adjust their credits from here and always note a reason.

  详情页显示 Profile、Enrollments、Orders 与 Credit History。可在此调整课时，并务必注明原因。

Packages

Packages are what members buy — a single class, a credit bundle, or unlimited access. Each sets a price, the classes / credits it grants, and how long it stays valid.

配套是会员购买的项目 — 单堂课、课时套餐或无限次畅学。每个配套设定价格、所含课时及有效期。

• 1
  Under Academy, open Packages and click the + to add one.

  在 Academy 下打开 Packages，点击 + 添加。
• 2
  Enter the Title, a Description, and the Price (RM). Set Credit = number of classes (0 for a New Member pack, 9999 for unlimited), and Period (days) = validity window (0 = New Member, 1 = 1-day, e.g. 30 = 30 days from first class).

  填写 标题、描述及 价格（RM）。设定 Credit = 课时数（0 为新会员配套，9999 为无限），Period (days) = 有效期（0 = 新会员，1 = 一天，如 30 = 首堂课起 30 天）。
• 3
  Tick Promotional Package if it's a limited-time offer, then Save. It appears on the website's Packages page for members to buy.

  如为限时优惠，请勾选 Promotional Package，然后保存。配套将显示在网站配套页面供会员购买。

Orders

Orders lists every package purchase — who bought what, when, and the payment status. You can also create an order manually for a walk-in or over-the-counter payment.

订单页列出每一笔配套购买 — 谁在何时买了什么及付款状态。也可为到店 / 柜台付款的顾客手动创建订单。

• 1
  Under Academy, open Orders. Browse or filter the list, or click Create Order to start a new one.

  在 Academy 下打开 Orders。浏览或筛选列表，或点击 Create Order 新建订单。
• 2
  Choose the Customer, add optional Notes, then click Create Draft.

  选择 Customer，填写可选 Notes，点击 Create Draft。
• 3
  After the draft is created, add the package items to it, then confirm the order.

  草稿创建后，添加配套项目，然后确认订单。

Troubleshooting & FAQ

Quick answers to the questions the front desk asks most. If something isn't covered here, contact Optimum support.

Glossary

Key terms used across the system, in English and Chinese · 系统常用术语（中英对照）。