Introductory Session I

A general introduction to the dashboard and the members portal.

We will show how to access your account as an administrator and how your customers and members can access the members portal. We will also give you a general introduction to the different modules in the administration panel, how to navigate between records and create your first customer, team, booking, invoice and payment.

  • Navigating the administration panel.

  • Navigating the members portal.

  • Searching in lists and using the global search.

  • Adding your first customer and team.

  • Adding your first booking.

  • Adding your first invoice.

  • Members view:

    • Accessing the account of a customer.

    • Paying an invoice (if available)

    • Creating and managing bookings

    • Updating customer profiles.

  • General Q&A.

We are working on video content for this section. Check with the team if you would like a one-to-one session before this is available.