Web Vine Marketing Product Manual

StudioOps Global v0.9.9.3 Launch Operations Manual

A complete setup, testing, operations, billing, payroll, licensing, and handoff guide for studios using StudioOps Global as a WordPress-based AntiSaaSOps platform.

ProductStudioOps Global
Version Coveredv0.9.9.3 Launch Documentation Build
Prepared ByWeb Vine Marketing
Commercial ModelOne-time purchase; major feature upgrades and implementation services handled separately unless stated otherwise.
Release Candidate Documentation

v0.9.9.3 prepares StudioOps Global for launch packaging.

This build focuses on complete product documentation, client handoff clarity, commercial packaging, and release-candidate readiness.

Why this matters: StudioOps Global is no longer being treated like a code-only prototype. It now ships with a launch-grade manual, PDF handoff file, HTML manual, commercial licence file, README, changelog, and a clearer operator workflow for studios that want ownership instead of subscription lock-in.

WordPress-ownedWooCommerce-readyPayroll-awareAge-aware enrollmentLicense-gatedAntiSaaSOps

What this documentation package covers

Release guidance: Use v0.9.9.3 as a launch-prep documentation checkpoint. If the full customer and staff test path remains clean, the next package can be tagged as a 1.0 release candidate instead of adding more risky features.

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Changelog: v0.9.9.3 Launch Documentation Build

Documentation/package changes made after v0.9.9.1 RC.

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1. Product Overview

What StudioOps Global is, who it is for, and how it is positioned.

StudioOps Global is a WordPress-based studio operating system for class-based businesses that need scheduling, enrollment, participant records, contacts/guardians, waivers, attendance, payments, payroll, reports, account claiming, PWA shell, and operational tools without being trapped inside a high-cost hosted SaaS platform.

The product is designed for dance studios, cheer gyms, gymnastics programs, martial arts schools, yoga studios, boutique fitness studios, private lesson businesses, youth training programs, adult class programs, and hybrid studios that serve both minors and adult participants.

AntiSaaSOps positioning: StudioOps Global is meant to replace the practical day-to-day operating layer that many small studios rent from expensive subscription platforms. The customer owns the WordPress install, owns the database, can use WooCommerce for payments, and can run the system on a dedicated portal or subdomain.

Best-fit customers

What it is not

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2. Purchase, Licensing, and Update Policy

How to think about ownership, licensing, support, and commercial deployment.

StudioOps Global is intended to be sold as a commercial WordPress product. The buyer receives use of the purchased version under the terms of the purchase agreement and license package.

One-time product model

Domain-based licensing

Commercial clarity: The licence file inside the ZIP explains use rights and restrictions. Exact support length, upgrade access, and implementation terms should be stated on the product sales page and invoice.

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3. Recommended Deployment

A clean environment reduces conflicts and makes the portal easier for staff to use.

The recommended deployment is a dedicated WordPress install on a subdomain or separate portal install, such as:

A separate portal keeps operations clean while the main marketing site remains optimized for landing pages, SEO, photos, social proof, and lead generation.

Recommended environment

Recommended navigation

Public navigation should usually include Classes, Enroll, Studio Portal, Waiver, Account Claim, and Install App. Admin-only screens such as Payroll, Payments, Imports, Tools, Launch Check, and Licensing should not be exposed in public navigation.

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4. Quick Start Checklist

The fastest safe path from install to a usable test portal.

  1. Install and activate StudioOps Global.
  2. Go to StudioOps > Licensing, enter the license key, and verify the active domain.
  3. Go to StudioOps > Settings and confirm studio name, colors, logo, currency, student/participant code prefix, payment automation, renewal rules, payroll defaults, automation settings, and PWA settings.
  4. Go to StudioOps > Setup Wizard and run Install Full Demo + Pages for testing, or create pages manually with shortcodes.
  5. Test under-18 enrollment and verify that guardian name is required.
  6. Test adult enrollment and verify that guardian name is not required.
  7. Test account claiming and the Studio Portal lookup.
  8. Test instructor roster loading and attendance saving.
  9. If WooCommerce is active, test automatic checkout link generation, payment status sync, and a failed/cancelled order rebuild.
  10. Test monthly renewal generation twice and confirm no duplicate month records are created.
  11. Test advanced payroll rules: flat, hourly, per-student, base plus student, commission, split instructor, substitute, bonus, deduction, tax estimate, no-pay session, and paid-run lock/reopen.
  12. Run CSV import in dry-run mode before importing real data.
  13. Run StudioOps > Launch Check and resolve blockers before handoff.
Important: A clean full-path test is more valuable than a perfect-looking dashboard. Test the customer path, staff path, payment path, and payroll path before selling or handing the portal to a studio owner.

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5. Generated Pages and Shortcodes

Public pages can be generated automatically or created manually with shortcodes.

The Setup Wizard can create the standard public pages. If the studio uses a page builder, create the pages manually and place the shortcode in a plain shortcode/raw HTML block.

PageShortcodePurpose
/studio-dashboard/[studioops_dashboard]Public landing-style overview and navigation hub.
/classes/[studioops_classes]Public class browser with class cards and enrollment links.
/enroll/[studioops_enroll]Age-aware participant enrollment, conditional guardian fields, emergency contact, waiver acceptance, payment creation, and Woo checkout when available.
/my-studio/[studioops_portal]Studio Portal lookup and linked account display for adult participants, contacts, guardians, students, payments, waivers, and attendance.
/waiver/[studioops_waiver]Standalone waiver area and waiver acknowledgement support.
/instructor/[studioops_instructor]Instructor roster, emergency contact visibility, waiver status, and attendance tools.
/claim-studio-account/[studioops_claim]Account claim page using contact/guardian email and participant/student code.

Public page notes

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6. Settings and Branding

Studio-wide configuration that controls terminology, colors, payments, automation, payroll, and PWA behavior.

Setting groupWhat it controls
Studio identityStudio name, public product label, logo URL, portal intro text, powered-by visibility, and customer-facing naming.
Colors and stylingAccent color, secondary accent color, button styling, frontend CSS variables, admin branding, and custom CSS.
Participant codesDefault code prefix and generated participant/student codes.
Enrollment rulesWaiver requirement, emergency contact requirement, age-aware minor/adult guardian logic, and enrollment validation.
Payment automationAutomatic Woo checkout, manual fallback, legacy Woo mode, payment instructions, and open payment behavior.
RenewalsMonthly renewal generation, due day, lead days, duplicate prevention, and automation integration.
Late fees and remindersLate fee rules, reminder timing, reminder limits, and payment email templates.
PayrollEligible attendance statuses, present/late-only rules, student multiplier behavior, tax estimates, deductions, commission basis, and default payroll rules.
PWAApp name, short name, icon/start behavior, and install shell settings.
LicenseKey-only verification status and commercial lock enforcement.
Branding expectation: StudioOps should feel white-labeled for the studio. The admin and frontend both follow the configured accent colors so the system does not feel like a mismatched plugin bolted onto the site.

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7. Core Records and Data Model

How StudioOps stores the operational objects that power the studio.

Programs

High-level categories such as Beginner Dance, Youth Cheer, Adult Fitness, Martial Arts, Gymnastics, or Private Lessons.

Classes

Scheduled or recurring class offerings with program, instructor, age range, capacity, price, billing type, payroll status, and public visibility.

Contacts / Guardians

Billing/contact records. For minors this is usually a parent or guardian. For adult participants it can be the participant contact record.

Participants / Students

The person taking class. They may be a minor student or adult participant. Date of birth drives guardian requirements.

Enrollments

The link between participant and class, including status, source, payment status, and active/cancelled state.

Waivers

Waiver acceptance records connected to a participant/contact enrollment path.

Payments

Payment records for enrollment, renewal, late fee, manual/offline status, and Woo checkout links.

Attendance

Per-class-date attendance records used for rosters, portal history, and payroll calculations.

Payroll rules

Session-level overrides for no-pay, cancelled/no-pay, substitute instructors, and split instructor pay.

Payroll adjustments

Bonuses, deductions, and tax estimate entries that adjust payroll gross/net totals.

Status philosophy

StudioOps favors archive/restore and soft-delete behavior over immediate permanent deletion. Payment and payroll records should preserve an audit trail whenever possible because they affect money, customer history, and staff trust.

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8. Enrollment, Adult Participants, Minors, and Waivers

Age-aware enrollment makes StudioOps usable for kids programs and adult studios.

Enrollment is designed to serve both youth programs and adult participant programs. The system checks the participant date of birth against the current date and changes validation accordingly.

Participant ageRequired behaviorReason
Under 18Guardian first name and guardian last name are required. Contact email/phone and emergency contact should be collected.Minors generally need parent/guardian identity, communication, billing, emergency contact, and waiver workflow.
18 or olderGuardian name is not required. StudioOps stores a contact record using the adult participant/contact information.Adult studios should not be forced into parent/guardian language or unnecessary fields.
Missing/invalid DOBEnrollment is blocked until a valid date of birth is supplied.The system cannot apply minor/adult validation without age data.

Enrollment flow

  1. Customer opens the class browser or enrollment page.
  2. Customer selects a class and enters participant details.
  3. StudioOps validates DOB and determines minor/adult requirements.
  4. Guardian/contact information is collected conditionally.
  5. Emergency contact and waiver acknowledgement are recorded according to settings.
  6. StudioOps creates or reuses matching contact and participant records.
  7. StudioOps blocks duplicate active enrollment in the same class and blocks full classes.
  8. StudioOps creates the enrollment and initial payment record.
  9. If WooCommerce is active and automation is enabled, StudioOps creates a checkout link automatically.
  10. Confirmation and admin notification emails are sent when enabled.
Waiver note: StudioOps records waiver acceptance state. The wording of the waiver itself should be reviewed by the studio and its legal advisor for the applicable activity and jurisdiction.

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9. Studio Portal and Account Claiming

How participants and contacts view records without duplicate customer profiles.

The Studio Portal allows lookup by contact/guardian email and recognizes linked WordPress user accounts when account claiming has been completed.

Portal displays

Account claim flow

  1. A contact/guardian/student record exists from enrollment, import, or manual entry.
  2. The customer opens the claim page.
  3. The customer enters contact/guardian email and participant/student code.
  4. StudioOps verifies the match and links the record to the logged-in WordPress user or prompts for account creation/login behavior as implemented.
  5. Future portal sessions show records automatically for the linked contact.

Admin account claim tools

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10. Instructor Tools and Attendance

Roster tools for daily class operation and payroll-grade records.

The instructor shortcode provides a streamlined view for roster and attendance actions. It is designed for staff and instructor use, not as a public marketing page.

Instructor screen functions

Attendance and payroll impact

Attendance is not just a roster convenience. Payroll can use attendance records to determine payable sessions, eligible student counts, per-student pay, and present/late-only multipliers. For clean payroll, instructors should take attendance consistently and staff should correct mistakes before payroll is saved/marked paid.

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11. Payments, WooCommerce, Renewals, and Status Sync

Automatic checkout should be the normal path; manual billing is the fallback.

StudioOps is designed so a normal studio owner does not need to manually create or paste payment links. When WooCommerce is active and payment automation is set to automatic, StudioOps creates checkout links for open payment records.

Payment automation modes

ModeBehavior
AutomaticWooCommerce checkout if available, manual fallback when Woo is not active or a checkout cannot be created.
Manual-only fallbackNo automatic Woo checkout. Used for cash/check/offline billing, advanced testing, or custom payment handling.
Legacy Woo checkout modeCompatibility mode for older test configurations.

Payment statuses

StatusMeaning
pendingPayment created and waiting for checkout or manual handling.
unpaidOpen balance due.
paidWooCommerce or staff marked payment complete.
failedWoo order failed or payment attempt failed.
cancelledWoo order was cancelled or payment was intentionally cancelled.
overdueDue date has passed and the record needs attention.
waivedStaff waived or comped payment.
refundedWoo/refund action or staff refund record.

Monthly renewals

Woo edge-case handling

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12. Daily Automation Jobs

Set-it-and-forget-it tasks for billing, reminders, and operational cleanup.

Daily automation is the background layer that prevents a studio owner from manually babysitting every payment record.

Automation can handle

Manual test action

Use StudioOps > Tools > Run Automation Now or the matching button in Payments to test automation immediately after demo setup, Woo changes, imports, or billing rule changes.

Testing tip: Run automation twice. Renewal generation and late-fee logic should be duplicate-safe. A second run should not create duplicate renewal records for the same enrollment/month.

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13. Advanced Payroll Engine

Payroll rules for real studios, not just a simple estimator.

StudioOps payroll is calculated from attendance and payroll rule data. It supports session-level rules, instructor pay types, adjustments, taxes/deductions, split instructors, substitute overrides, snapshots, and paid-run protections.

Supported pay types

Pay typeCalculation
Flat / per classInstructor receives a set amount for each payable class session.
HourlyInstructor rate multiplied by class duration, with fallback duration protection.
Per attending studentInstructor receives a per-student amount based on eligible attendance statuses.
Base plus studentInstructor receives a base amount plus a per-eligible-student amount.
CommissionInstructor pay is calculated from a commission percentage basis configured in payroll settings.

Payroll rules and overrides

Adjustments

Payroll snapshots and paid-run safety

When staff click Save/Update Payroll Run, StudioOps stores the calculated totals by instructor and period. Duplicate guard logic prevents the same instructor/date/totals from being repeatedly saved and paid as separate runs. Paid runs can be intentionally reopened, but that action is logged.

Important: StudioOps payroll is an operational payroll calculator and recordkeeping tool. It does not file taxes, submit payroll, or replace a payroll provider or accountant.

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14. Reports, Exports, and Activity Log

Operational visibility for payments, attendance, payroll, imports, and system actions.

Reports and CSV exports

Activity log

The Activity Log records key admin and automation events so support and management can understand what changed and when.

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15. CSV Import, Backup, Restore, and Reset

Safer migration tools for moving real studio data into StudioOps.

CSV importer

StudioOps supports CSV import for programs, instructors, classes, families/participants, and enrollments. The importer includes dry-run mode, required header checks, validation messages, duplicate-style safety checks, and an import result table.

Import typeTypical columns
Programsname, description, status
Instructorsname, email, phone, pay_type, pay_rate, base_rate, per_student_rate, commission_rate, tax_rate, deduction_amount, status
Classestitle, program, instructor, day, start_time, end_time, age_range, capacity, price, billing_type, payroll_status, status
Families / Participantsparticipant first/last, DOB, contact/guardian info, emergency contact, email, phone
Enrollmentsparticipant/student code, class, status, source, payment status

Backup and restore

Migration tip: Always run a dry-run import first. Real client data often contains inconsistent dates, duplicate emails, missing guardians, or class names that do not match exactly.

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16. Communication Templates and Logs

Emails for enrollment, admin notices, reminders, and payment follow-up.

StudioOps includes editable email templates and a communication log. The templates use token replacement so the same message can reference studio name, participant name, contact email, class title, payment status, amount, due date, and payment link.

Common templates

Recommended email setup

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17. Roles, Capabilities, and Access Control

Who should be able to manage StudioOps screens and staff tools.

StudioOps adds role/capability structure so not every user needs full administrator access.

Role / CapabilityPurpose
AdministratorFull WordPress and StudioOps access.
StudioOps ManagerOperational manager access for studio workflows.
StudioOps InstructorInstructor-facing roster and attendance access.
manage_studioopsManage core StudioOps admin screens.
studioops_view_instructorAccess instructor views/rosters where permitted.
studioops_view_reportsAccess reports where permitted.

Launch recommendations

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18. PWA Install Shell

Installable portal behavior for studios that want app-like access without app-store dependency.

The PWA shell gives the studio portal installable behavior where supported by the browser/device. This is useful for staff tablets, front desk devices, instructors, and customers who frequently access the portal.

PWA features

PWA notes

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19. Licensing Workflow

Key-only client activation tied to registered domains.

The StudioOps client plugin uses key-only activation. The customer enters a license key; the plugin detects the site domain and verifies against the Web Vine license server.

Client behavior

Server behavior

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20. Launch Check and Support Snapshot

Release-readiness tools before client handoff.

StudioOps > Launch Check gives a pass/warning/blocker style view of the install. It is intended to be run before launch, after major settings changes, and before handoff to a client.

Launch Check reviews

Support Snapshot

The support snapshot exports a redacted JSON file containing useful troubleshooting information such as plugin version, WordPress/PHP/theme info, active plugins, system health, selected settings with license key redacted, and recent activity log entries.

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21. Troubleshooting

Common problems and the first places to check.

IssueLikely causeFirst check
License says saved but not activeKey saved locally but verification did not run or domain mismatch.Verify license, check exact domain on license server, confirm no stale locked notice.
Demo setup failsMissing migration/helper method or DB permissions issue.Update to latest build, check PHP fatal, verify tables.
Woo checkout link missingWoo inactive, manual-only mode, payment already paid/waived, or checkout creation failed.Payment Automation settings, Woo status, payment status, activity log.
Renewals duplicate or missingRenewal settings, due day/lead day mismatch, inactive enrollment, or existing payment record.Generate renewals twice and inspect payment list/activity log.
Payroll looks wrongAttendance not saved, pay type/rate wrong, no-pay rule active, split/substitute rule active, adjustment applied.Payroll detail export and session rules.
Adult enrollment asks for guardianDOB invalid/missing or frontend cache old JS.Clear cache, verify DOB, update to current build.
Instructor roster does not loadLicense inactive, AJAX blocked, role/cap issue, no class/date selected.License screen, browser console, user role, activity log.
Emails not deliveredDefault PHP mail unreliable.Install SMTP/logging and send test email.
PWA does not installNo HTTPS, unsupported browser prompt, missing manifest settings.Launch Check and browser device behavior.

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22. Maintenance, Updates, and Support

How to keep a StudioOps portal clean after launch.

Recommended maintenance rhythm

Support boundaries

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23. Release Candidate Test Plan

A full test pass before tagging 1.0.

  1. Activate plugin on a licensed domain and verify hard-lock/unlock behavior.
  2. Run demo setup and verify all generated pages exist.
  3. Change accent colors and confirm frontend/admin branding updates.
  4. Submit under-18 enrollment and confirm guardian name is required.
  5. Submit adult enrollment and confirm guardian name is optional.
  6. Confirm duplicate class enrollment is blocked.
  7. Confirm capacity/full class behavior.
  8. Claim a Studio Portal account and verify linked records display.
  9. Load instructor roster and save attendance via AJAX.
  10. Generate Woo checkout link from enrollment and verify payment status sync.
  11. Generate monthly renewals twice and verify no duplicate month records.
  12. Run automation and verify summary for renewals, overdue, late fees, links, reminders.
  13. Create payroll rules for no-pay, substitute, and split instructor sessions.
  14. Create payroll adjustments for bonus, deduction, and tax estimate.
  15. Save payroll run, mark paid, try duplicate save, and reopen intentionally.
  16. Run CSV dry-run import and verify validation output.
  17. Export payments, attendance, payroll summary, payroll detail, backup JSON, and support snapshot.
  18. Open HTML manual and PDF manual links from admin.
  19. Run Launch Check and resolve blockers.
  20. Package final 1.0 RC zip with README, CHANGELOG, LICENCE, manual HTML, and manual PDF.
Release rule: If a new issue is found during this pass, patch the issue. Do not add new feature scope unless it blocks a real studio launch.

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24. Client Handoff Notes

What to give a studio owner or implementation client.

Recommended handoff package

Owner training checklist

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