Team Serenity Help Center

Walkthrough

Where to find it: Team app > Account > How Team Serenity works

Walkthrough means two things. On the phone app, it is a short tour of Team Serenity. At Clock Out, it can be a sign-off the client does with you.

On the phone app, the tour shows once after your first sign-in. The first card says Welcome to Team Serenity! Tap Show me around to start. Tap Skip at any time to leave.
Tap Next to move through five cards. They are Your day at a glance, Tap a job for every detail, One tap for each step, Your hours and pay, and Help is one tap away. Back goes to the card before.
On the last card, tap Let's go. The tour ends and you land on Today. Finishing or skipping both mark it as seen, so it will not show again on its own.
To see the tour again, open Account and tap How Team Serenity works. The web version has no tour.
The second kind is at Clock Out, only when the client asked for a walkthrough at booking. A panel says the client asked for one. Walk through the home together, then tap Start the walkthrough.
Hand the client your phone. They pick Everything looks great or Something needs fixing, add a note, type Your name, sign, and tap Sign off. Tap Not yet to wait, or Client not available if they are not home.

Show me around. Starts the app tour from the Welcome card.
Skip. Ends the tour. It shows on every card.
Back, Next, Let's go. Move between the five tour cards. Let's go is on the last card and ends the tour.
How Team Serenity works. A link in Account on the phone app. It plays the tour again.
Start the walkthrough. At Clock Out, opens the client sign-off.
Not yet. Closes the panel without starting the walkthrough.
Client not available. Use it when the client is not home. Clock Out goes on without a sign-off.
Everything looks great, Something needs fixing. The client's answer. Something needs fixing tells your Client Success Manager right away.
Anything else? (optional), What should we fix?. A box for the client's note. It asks What should we fix? when they pick Something needs fixing.
Your name, Sign off. The client types their name, signs, and taps Sign off.

You skipped the tour and want it back. On the phone app, open Account and tap How Team Serenity works.
You do not see a client walkthrough at Clock Out. It only shows when the client asked for one at booking. Nothing is wrong.
The client is not home. Tap Client not available. Clock Out is never held up by the walkthrough.
The client says something needs fixing. Pick Something needs fixing and write what to fix. Your Client Success Manager is told right away.
You have a question no guide answers. Ask in #platform-help in Slack. The channel is in both of our Slack workspaces, so use the one you are in.