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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.

GroupSections
RentalsRental rates, Rental types, Rental plans
ResourcesResources, Resource groups, Reservation types, Sports
DocumentsDocument templates (waivers, forms), Document history
Client settingsClient lists, Assessment categories, Access control, Check-in stations, Self check-in, Client ID card
Email & alertsEmail campaigns, Email alerts, Failed emails, Text messages (SMS)
POS settingsBrands, Product suppliers, Cash register favorites, Card terminals (EMV)
BillingBilling preferences, Pre-defined items, Program fees, Payment & email setup
Time clockTime clock entries, Staff & hourly rates, Job classifications & IP restriction
Self service & websiteSelf-service settings, Online registration, Video library, Website, Branding, Terms & privacy
Location settingsUsers & 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).

Need help? Quote the error reference (E-XXXXXXXX) shown in the app when you contact support.