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Help Topics
Shifts
7 Articles- Shift Module Overview
- Adding Shifts to a Calendar
- Auto-Create Shifts
- Showing Calendars to Volunteers or Staff
- Adding Staff
- Calendar Settings
- Totaling Worker Time
Pre-Sales Questions
11 Articles- Does your service replace our current website?
- Does PoolDues take a cut of sales?
- What about Online Processing Fees?
- Can non-profits avoid transaction fees?
- What info do you need from us to get set up?
- Can we do a slow roll out to test Pool Dues?
- Does PoolDues integrate with Quickbooks?
- What if we need some help with our new website?
- How do we create a Paypal account for our Swim and Tennis Club?
- Do we have to stop using SwimTopia or Team Unify for our swim meets?
Frequently Asked Questions
18 Articles- Forgot Board / Admin Password
- Manually add a new Member
- Send Mass Emails
- Export your Membership Database
- Create and Edit Products
- Create a New Page
- Setting the Pool Open Hours or another Hourly Set
- Determining who receives Contact Form Emails and System Reminders
- Selling Summer Camps / Group Swim Lessons
- Edit a Page
Financial
12 Articles- How to Export Sales to CSV
- Create Manual Orders for Buyers Paying by Check or Cash
- Invoice for Unpaid Guests or Concessions
- Invoice for Annual Dues
- Invoice for Any Product
- Past Invoices and Statuses
- Accountant Tools
- Trends and Categories
- Invoice for Assessment
- Notes on Fall Invoicing
Membership Products
20 Articles- Introduction – Annual Dues vs Initiation Fees
- Designing your First Year Fees
- Basic Membership Product Settings
- Recurring Billing Options
- Expirations / Inactive
- Member ID / Bond Settings
- Member Insights
- Household Accounts
- Member Limitations
- Restrict Purchasing
Members
18 Articles- Expiration Date Basics
- Manually add a new Member
- Inactive vs Expired
- Export your Membership Database
- Switch Members from one Membership Product to another
- Database Tools Overview
- Import/Export Tools
- Change an Expiration Date
- Member Information
- Grant / Restrict Access
Shops & Products
20 Articles- Create and Edit Products
- Basic Product Editor Settings
- Variable Pricing Options
- Product Duplicator
- Selling Summer Camps / Group Swim Lessons
- Creating and Repeating Products on a Reservation Grid
- Pre-Paid Pass Options
- Concession Credit Options
- Limiting Sales
- Setting a Post Purchase Email
Reservation Grids
28 Articles- How to repeat a reservation for weeks in a row
- Remove time slots using a Grid Rule
- Member Restrictions
- Set a max length for a reservation type
- Creating and Repeating Products on a Reservation Grid
- Product-based Pass Examples
- Requiring Passes or Member Names to Book
- Bill Me Later Options
- Getting Started with Passes to Sign-Up For Clinics
- Linking to the Upcoming Schedule List View
Front Desk
10 Articles- Initial Setup and Check-In Instructions
- Where to find the Attendant Password
- Selling Concession Credit and Deducting Credit using our Front Desk app
- iPad Settings to use our Front Desk app in Kiosk Mode
- Concession Balances in the Member Dashboard
- Collecting Guest Names, Numbers & Other Info
- Front Desk App Settings
- Managing Inventory to sell in the Front Desk App
- Updating the Facility Status from the App
Website / Page Creation
21 Articles- Top Bar / Dashboard Settings
- Create a New Page
- Use Sections to Customize a Page
- Slider
- Basic Block
- Edit a Page
- Half Blocks
- Parallax
- Body Text
- RSVP
Account Management
6 Articles- Forgot Board / Admin Password
- Creating New Board Members and Assigning Roles and Access Permissions
- Determining who receives Contact Form Emails and System Reminders
- Creating a New Custom Role
- Member vs. Board Login
- Easy Member Onboarding
Facilities
8 Articles- Setting Up Facility Rentals
- Setting Unavailable Times
- Facilities Rental Overview
- Creating a Reservation for Someone Else
- Sync a Facility’s Open Hours to an Hourly Set
- Setting the Pool Open Hours or another Hourly Set
- Subscribing to Calendar Feeds
- Limiting when Members can reserve your Facilities
Communications
7 Articles- Review Queue
- Send Mass Emails
- Custom Interest Tags
- Domain-Based Email
- Emailing or Notifying Board Members
- Connecting your PoolDues-powered site to MailChimp
- Updates to Mail
Wait List
7 Articles- So, you are a Wait List kind of club, huh.
- Wait List Application
- Selling your Application Fee Product
- Manually Adding someone to your Wait List
- Applicant Submission Info
- Communicating with your Wait List
Uncategorized
Documentation News!
We here at PoolDues are constantly updating this knowledge base for the world’s greatest swim and tennis club software. If you have a burning question that hasn’t been answered yet, just ask and we’ll write it up! And when it comes to invoicing, don’t guess! Please reach out!
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Recent Articles
- Upgrade Your PayPal!
- Collecting Guest Names, Numbers & Other Info
- Swapping Products
- Totaling Worker Time
- Calendar Settings
- Showing Calendars to Volunteers or Staff
- Adding Staff
- Auto-Create Shifts
- Adding Shifts to a Calendar
- Shift Module Overview
- Selling Swim Team Registration Products
- Store Credit for Volunteer Work Hours
- Selling Summer Camps / Group Swim Lessons
- Enter Multiple Members Paid by Check at once
- Create Manual Orders for Buyers Paying by Check or Cash