The following are the initial steps to getting your site up and running!
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Book appointments on your schedules:
- Private Schedule - Viewed by Staff Member (Most often used for Personal Training Sessions)
- Class Schedule - Viewed by Location (Most often used for Aerobics Classes, Yoga Classes, etc)
- Massage Schedule - Viewed by Staff Member (Similar to the Private schedule, but a Location is required)
- Court Schedule - Viewed by Location (Most often used for Space Rentals)Closing Days - This will check in all booked members on your schedules allowing Volo to properly track what people have purchased against what they have done.
8. CREATE SALES:
Refunds:
- Refund Item
- Refund Item & Payment
9. DECIDE ON A LAUNCH DATE!
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Book all of the appointments from that day on in Member Manager
Check in members for sessions and classes in the Member Manager
Enter all new contracts in the Member Manager. Note: If you are using Member Solutions full service billing, all contracts must be entered in the Member Manager from this day forward and NOT in our Member Billing site. Contracts entered in the Member Billing site will not show in your Member Manager and may not bill properly.
Enter product sales for Members.
Please call Member Solutions Support to book a site review prior to your Launch Date at 877-600-3811. Or go to our Help Tab for more information or to contact our support team.
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