Archives

• Add a New Primary Account
• Create a Sub-Account
• Send Mass Emails
• Create a New Page
• Edit a Page
• Use Sections to Customize a Page
• Export your Membership Database
• Forgot Board / Admin Password
• Create and Edit Products
• How to customize the Member Dashboard, Top Bar, and other site-wide settings

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• Getting Started Topics 5 Articles
  • Expiration Date Basics
  • Add a New Primary Account
  • Create a Sub-Account
  • Inactive vs Expired
  • Member Overview
• Member Info 7 Articles
  • Change an Expiration Date
  • Member Information
  • Grant / Restrict Access
  • Additional Info
  • Bond ID / Settings
  • Front Desk / Operations
  • Sub-Accounts / Dependents / Babysitters
• Database Tools 4 Articles
  • Export your Membership Database
  • Switch Members from one Membership Product to another
  • Database Tools Overview
  • Import/Export Tools

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• Shop Manager 1 Article
  • Adding, Reordering, or Removing Products from a Shop
• Product Tools 14 Articles
  • Product Editor 10 Articles
    • Create and Edit Products
    • Basic Product Editor Settings
    • Variable Pricing Options
    • Pre-Paid Pass Options
    • Concession Credit Options
    • Limiting Sales
    • Setting a Post Purchase Email
    • Adding Custom Checkout Fields
    • Product Interest Tags
    • Adding a Shop Image
  • Product Duplicator
  • Product Emails
  • Deleting Multiple Products
  • Standalone Product Pages
• Clinic or Camp Scheduling 2 Articles
  • Deciding how to sell your classes or camps
  • Creating and Repeating Products on a Reservation Grid

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• Forms

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• Getting Started 1 Article
  • Introduction – Annual Dues vs Initiation Fees
• Initiation Fees 1 Article
  • Designing your First Year Fees
• Dues 18 Articles
  • Basic Membership Product Settings
  • Recurring Billing Options
  • Expirations / Inactive
  • Member ID / Bond Settings
  • Member Insights
  • Household Accounts
  • Member Limitations
  • Restrict Purchasing
  • Discount Code
  • Require Products

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• Tips and Tricks 4 Articles
  • Remove time slots using a Grid Rule
  • Set a max length for a reservation type
  • Deciding how to sell your classes or camps
  • Using Multiple Grids
• Making Reservations 3 Articles
  • How to repeat a reservation for weeks in a row
  • Creating and Repeating Products on a Reservation Grid
  • Introduction to Sign-Ups
• Grid Settings 12 Articles
  • Member Restrictions
  • Setting Open Hours
  • Initial Reservation Grid Settings
  • Time Increments / Blocking
  • Grid Note / Image
  • Reservation Page Notes
  • Reservation Confirmations
  • Grid Areas / Columns
  • General Reservation Types
  • Admin-Only Reservation Types

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• Invoicing 6 Articles
  • Invoice for Annual Dues
  • Invoice for Any Product
  • Invoice for Unpaid Guests or Concessions
  • Invoice for Assessment
  • Past Invoices and Statuses
  • Notes on Fall Invoicing
• Offline Payments 1 Article
  • Mark someone as Paid by Check
• Exporting Sales & Reporting 2 Articles
  • How to export sales to CSV
  • Trends and Categories
• Accountant Tools 1 Article
  • Accountant Tools

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• Introduction 1 Article
  • Product-based Pass Examples
• Extending "Sign-Ups" 3 Articles
  • Getting Started with Passes to Sign-Up For Clinics or Camps
  • Create a Sign-Up that requires Pre-Paid Passes
  • Managing a Sign-Up
• Extending Member Reservations 2 Articles
  • Requiring Passes or Member Names to Book
  • Bill Me Later Options
• Quick Help 1 Article
  • Linking to the Upcoming Schedule List View

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• Front Desk Mode of your website 1 Article
  • Initial Setup for the using Front Desk Mode of your site
• Self Service Kiosk App 1 Article
  • iPad Settings to use the PoolDues Member app in Kiosk Mode
• Front Desk App 1 Article
  • Initial Setup and Check-In Instructions
• Attendant Logs 1 Article
  • Attendance and Front Desk Logs
• Concessions 3 Articles
  • Selling Concession Credit and Deducting Credit using our Front Desk app
  • Managing and Understanding Concession Balances
  • Concession Balances in the Member Dashboard
• Quick Help 1 Article
  • Where to find the Attendant Password

• Guest Tracking

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• 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?

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• Import Current Members / Residents
• Troubleshooting PayPal
• Preparing to Launch Your New Site
• Domain-Based Email

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• Hours 2 Articles
  • Setting Custom Open Hours
  • Enable a Facility on Specific Days
• Facility Rentals 4 Articles
  • Setting Up Facility Rentals
  • Setting Unavailable Times
  • Facilities Rental Overview
  • Creating a Reservation for Someone Else

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• Review Queue
• Connecting to Mailchimp
• Send Mass Emails
• Custom Interest Tags
• Domain-Based Email

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• Creating or Editing a Page 19 Articles
  • Section Descriptions 15 Articles
    • Slider
    • Basic Block
    • Half Blocks
    • Parallax
    • Body Text
    • RSVP
    • Product
    • Bullet Points
    • Document
    • Event
  • Create a New Page
  • Use Sections to Customize a Page
  • Edit a Page
  • Create a new event and sell tickets or just count attendees
• Site Settings 2 Articles
  • How to customize the Member Dashboard, Top Bar, and other site-wide settings
  • Top Bar / Dashboard Settings

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• Members 1 Article
  • Easy Member Onboarding
• Board Access 5 Articles
  • Forgot Board / Admin Password
  • Assigning Roles to Board Members
  • Determining Who Receives System and Contact Form Emails
  • Creating a New Custom Role
  • Member vs. Board Login

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• Wait List Introduction 1 Article
  • So, you are a Wait List kind of club, huh.
• Setting up your Wait List 3 Articles
  • Wait List Settings
  • Wait List Application
  • Selling your Application Fee Product
• Working with your Wait List 3 Articles
  • Manually Adding someone to your Wait List
  • Applicant Submission Info
  • Communicating with your Wait List

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