How can we help?
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
- Member vs. Board Login
Financial
11 Articles- How to export sales to CSV
- Someone wants to pay 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
- 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
- Selling Summer Camps
- Creating and Repeating Products on a Reservation Grid
- Pre-Paid Pass Options
- Concession Credit Options
- Limiting Sales
Reservation Grids
22 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
- Linking to the Upcoming Schedule List View
- Introduction to Sign-Ups
- Setting Open Hours for a Reservation Grid
- Initial Reservation Grid Settings
- Time Increments / Blocking
Front Desk
10 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
- iPad Settings to use our Front Desk app in Kiosk Mode
- Concession Balances in the Member Dashboard
- Guest Tracking
- Front Desk App Settings
- Adding Inventory to sell in the Front Desk App
Website / Page Creation
22 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
6 Articles- Review Queue
- Send Mass Emails
- Custom Interest Tags
- Domain-Based Email
- Emailing or Notifying Board Members
- Connecting your PoolDues-powered site to MailChimp
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
Advanced Booking
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!
Was this article helpful? Let us know with one easy click at the bottom of each page. We are paying attention.
Recent Articles
- Limiting when Members can reserve your Facilities
- Delete Multiple Reservations
- Repeating Events on a Calendar
- Subscribing to Calendar Feeds
- Setting the Pool Open Hours or another Hourly Set
- Collecting Registration or other Info after a Purchase using Forms
- Selling Summer Camps
- Selling Swim Team Registration Products
- Adding Inventory to sell in the Front Desk App
- Front Desk App Settings
- Sync a Facility’s Open Hours to an Hourly Set
- Switch Primary / Secondary / Co-Primary
- Splitting up a court so it can be used for two Pickleball reservations or full court Tennis reservations
- Seeking Partner – Reservations
- Upgrade Your PayPal!