Settings

Advanced Settings

Settings you need to adjust to get started!...

Settings Tab

Set it and forget it!...
HR- Human Resources

Employee Login Credentials & Roles

Create Employee Login Credentials...

Roles and Security

User Access Control...

Tab Security Control

Set the tabs your staff have access to...

Report Security Control

Set the Roles that have access to each Report!...

New Administration Roles and Security

/ADMIN Site Access...
Products

Categories

Product Organization!...

How To Create Products

...

How to create Memberships (Licenses)

and how to sell them in the POS!...

Combos

Create a one-click button for your specials...

Loyalty Points

How to Setup and Use Loyalty Points...

Gift Cards - Part 1

How to Create and Sell Gift Cards...

Gift Cards - Part 2

Redeeming Gift Cards & Checking Balance...
Activities

Activities Setup

Create Credit Types & Activity Sessions...

Activity Products

Assigning Activity Credits to Products...

Credit History

Keep track of Credits on File & History of use...
Races

How to Create Races

...

How to Create Race Events

...

League Setup

...
Marketing

Customers

Extract Essential Demographics about your Customers...

Email Templates

How to Create a Marketing Email Template...

Automated Emails

How to Setup Automated Marketing Emails...

Surveys

How to Create a Survey...

Sending Surveys

How to get your survey in front of your customers...
Inventory

Product Inventory

Full fledged inventory system to manage and track your tangible sales items...
Operational Alerts

Operational Alerts

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