The following are the initial steps to getting your site up and running!
As you set up your site, keep in mind that all of your data is currently "live" and online.
1. SETUP BUSINESS INFORMATION:
...
: Edit and select the automated messages you would like your clients to receive
: Customize the member dashboard as you would like it to appear to your members
: Add and edit your lead sources
: Create member types
: Add and edit cancellation reasons for when you cancel appointments
: Add and edit your member Interests to suit your business
: Edit your policies for your online store
: Setup a widget for your customers to view and book on your schedule without being logged in.
: View/edit your contracts' custom details here
Create custom tabs for your member portal
: Create forms for your members to fill out through the member portal
...
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.
...