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Help Topics
Pre-Sales Questions
12 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
15 Articles- 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
Financial
11 Articles- How to export sales to CSV
- Mark someone as Paid by Check
- 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
17 Articles- Expiration Date Basics
- Add a New Primary Account
- 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
17 Articles- Adding, Reordering, or Removing Products from a Shop
- Create and Edit Products
- Basic Product Editor Settings
- Variable Pricing Options
- Product Duplicator
- Deciding how to sell your classes or camps
- Creating and Repeating Products on a Reservation Grid
- Pre-Paid Pass Options
- Concession Credit Options
- Limiting Sales
Reservation Grids
21 Articles- How to repeat a reservation for weeks in a row
- Remove time slots using a Grid Rule
- Setting Custom Open Hours
- Member Restrictions
- Set a max length for a reservation type
- Deciding how to sell your classes or camps
- Creating and Repeating Products on a Reservation Grid
- Linking to the Upcoming Schedule List View
- Introduction to Sign-Ups
- Setting Open Hours
Front Desk
9 Articles- Attendance and Front Desk Logs
- Initial Setup and Check-In Instructions
- Where to find the Attendant Password
- Selling Concession Credit and Deducting Credit using our Front Desk app
- Managing and Understanding Concession Balances
- iPad Settings to use the PoolDues Member app in Kiosk Mode
- Concession Balances in the Member Dashboard
- Guest Tracking
Website / Page Creation
22 Articles- How to customize the Member Dashboard, Top Bar, and other site-wide settings
- 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
Account Management
6 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
- Easy Member Onboarding
Facilities
5 Articles- Setting Up Facility Rentals
- Setting Unavailable Times
- Facilities Rental Overview
- Creating a Reservation for Someone Else
- Enable a Facility on Specific Days
Communications
5 ArticlesWait 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
Advanced Booking Add-On
6 Articles- Product-based Pass Examples
- Requiring Passes or Member Names to Book
- Bill Me Later Options
- Getting Started with Passes to Sign-Up For Clinics or Camps
- Create a Sign-Up that requires Pre-Paid Passes
- Managing a Sign-Up
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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