This guide provides a step-by-step walkthrough on what you should consider setting up before your first onboarding call. Following the steps in this guide will ensure a quick and easy initial onboarding to get your organization up and running on our platform. This guide will include walkthroughs on setting up your website design, adding your trainers and staff, add any bookable spaces at your facility, and uploading waivers or forms.
Edit your Website's Basic Information
1. In the Admin Portal, click on the dropdown arrow
We first want to edit your website's basic information for users to view and access. The admin portal's settings will allow you to access all the functions you need to get the basics up and running.
2. Click on Settings
This will take you to your settings, the hub of all changes you can make to your website.
3. Click on Facility
Facility settings are where you can access the basic information of your facility like slogans, images, scheduling, and many more features.
4. Select which Facility you are Editing
Make sure you are editing the correct facility by clicking the dropdown under 'Select Facility'. This will give you a selection of all the facilities in your organization (if applicable). Select which facility you wish to make edits to.
5. In General, Update your Facility's Basic Information
In general, you can edit basic information about your facility including your slogan, sub-slogan, location, and contact information.
6. Click on Website Design
The website design page will give you access to many more edits to the facility's website.
7. Click on Terminology
In terminology, you can edit the languages you use for specific terms. For example, Teacher or Instructor instead of the default term Trainer.
8. Click on Descriptions
In Descriptions, you may edit the descriptions of each page your users may access.
9. Click on Landing page
In Landing Page, you can edit what users see at the home page of your website. This will give you access to give users buttons for easy bookings, rentals, lessons, etc.
10. Click on Navigation
In Navigation, you can edit what tabs and links are at the top in the nav bar. The landing page buttons are what the user will see in the middle of the home screen. Navigation is what users will see on the tabs at the top of the home screen and any other screen.
11. Click on About us
Here you can share your values and philosophy to your users.
12. Click on Images
In Images, you can pick and choose backgrounds and covers for different pages in your website allowing for friendly user navigation.
Adding in your staff members:
1. Click on Users
Now you should add in some of your staff members. To access your list of both staff and customers, go to the home dashboard in the admin portal and click Users.
2. Click on Add user
On this page you can view current users on your platform, or click add user to add in new users.
3. Add in your Staff
In this form, you can add in any new users as you wish. There are three levels of users: Athlete, Parent, and Admin. Note that any coach or trainer will be an Admin. In the Admin form, selecting the drop down menu under set permission level will allow you to distinguish different levels of admins. Editing their specific permissions will be shown in a few steps.
4. Click on a Trainer you created
To edit a Trainer, navigate back to the users page before you clicked add user. There is a full list of all users here. Click on any trainer/coach to edit their details.
5. Click on Update Trainer
In the trainer's profile menu, you will see details about the trainer including contact information, permission level, and compensation. At the bottom, there are a list of tasks you should accomplish in order to fully complete the trainer set up.
6. Enter Trainer Information
Clicking on Update Trainer will lead you to this page where you can update specific settings about the trainer. You can select what their specialties and preferences are, as well as set specific permissions for features they can and can't access.
Add in Facility Features
1. Click on Facility in Settings
Let's add in some spaces that your users can book and rent time for. Navigate back to the main settings page and go back into the facility settings.
2. Click on Scheduling
3. Click on Features
4. Click on Add facility feature
In Features, you will see a list of any features you have added. If you don't have any or wish to add more, click on add facility feature.
5. Create your new Feature
In this form, you can fill out specific details of your new feature. This includes details like its general name, description, which facility it is in, and whether it is rentable or has discounts.
6. Click on edit next to a Feature
To edit an existing feature, go back to the main list of features and choose edit next to the feature you wish to edit.
7. Update the Feature's Information
This will be a similar page to creating a new feature, allowing you to update or delete any information about the space.
Add in Waivers and Legal Agreements
1. Click on Waivers in Settings
Navigate back to the main settings and select Waivers. Here you can add in waivers and legal agreements you wish to store.
2. Click on Create a new waiver
In the Waivers settings, you can view what waivers you have created and view their signatures. Click create a new waiver to start the process of adding a new one.
3. Add in your Waiver Information
Edit the waiver's name and its contents in this screen. Click create new waiver when complete.
By following these simple steps, you should be ready to go for your first onboarding call with our team. Completing each of these tasks will make that first call quick easy for both you and StatStak. We will go through all of this again in our first call with you to ensure every went smoothly. Feel free to reach out with any questions, and welcome to StatStak!
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