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Administration overview
Administration is where you set things up once. Use the search box at the top to jump to any setting.
| Group | Sections |
|---|---|
| Rentals | Rental rates, Rental types, Rental plans |
| Resources | Resources, Resource groups, Reservation types, Sports |
| Documents | Document templates (waivers, forms), Document history |
| Client settings | Client lists, Assessment categories, Access control, Check-in stations, Self check-in, Client ID card |
| Email & alerts | Email campaigns, Email alerts, Failed emails, Text messages (SMS) |
| POS settings | Brands, Product suppliers, Cash register favorites, Card terminals (EMV) |
| Billing | Billing preferences, Pre-defined items, Program fees, Payment & email setup |
| Time clock | Time clock entries, Staff & hourly rates, Job classifications & IP restriction |
| Self service & website | Self-service settings, Online registration, Video library, Website, Branding, Terms & privacy |
| Location settings | Users & roles |
The Facility setup checklist walks through all of them in order.
A few that matter most
- Branding — name, logo, colours, time zone, currency, languages, operating hours.
- Payment & email setup — provider (Stripe or Constellation), SMTP, card terminals, and in a sandbox the test inbox.
- Reservation types — what clients may book online, and the rules.
- Document templates — waivers clients sign online; required waivers block check-in and purchases until signed.
- Users & roles — who can open what (details).
