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 and team.
  • Navigating the administration panel.

  • Navigating the members portal.

  • Searching in lists and using the global search.

  • Adding your first customer and team.

  • Members view:

    • Accessing the account of a customer.

    • Paying an invoice (if available)

    • Creating and managing bookings

    • Updating customer profiles. 

 
 
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