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Last modified by Isaac Mejia on 2026/02/05 17:08
From version 5.1
edited by Isaac Mejia
on 2026/02/05 15:22
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To version 2.1
edited by Isaac Mejia
on 2025/12/15 16:44
Change comment: There is no comment for this version

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2 2  
3 3  = Personalize Your MyVolo System =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/personalize-your-myvolo-system_1484292817>>https://membersolutions-9221154.hs-sites.com/kb/personalize-your-myvolo-system_1484292817]]{{/info}}
5 5  
6 6   Personalize Your MyVolo System
7 7  
8 -
9 + Created by
10 + Amith, last modified by
11 + Cathy Beckstead on Mar 22, 2021
9 9  
10 10  There are many ways in which you can personalize your Volo site in order to configure your user experience and that of your staff and your members.
11 11  
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13 13  
14 14  * Click **Personalize**
15 15  
16 -[[image:kb-1484292817-1487602767-1.jpg]]
19 +image:kb-1484292817-1487602767-1.jpg
17 17  You will be presented with the following options:
18 18  
22 +* [[Messages>>Personalize-Messages_1487503765.html]]
23 +
19 19  : Edit and select the automated messages you would like your clients to receive
20 20  
26 +* [[Dashboard>>Member-Dashboards_1487471148.html]]
27 +
21 21  : Customize the member dashboard as you would like it to appear to your members
22 22  
30 +* [[Lead Sources>>Lead-Sources_1487471155.html]]
31 +
23 23  : Add and edit your lead sources
24 24  
34 +* [[Member Types>>Member-Types_1484292585.html]]
35 +
25 25  : Create member types
26 26  
38 +* [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]]
39 +
27 27  : Add and edit cancellation reasons for when you cancel appointments
28 28  
42 +* [[Interests>>Member-Interest_1484358352.html]]
43 +
29 29  : Add and edit your member Interests to suit your business
30 30  
46 +* [[Store>>Store-Policy_1487569584.html]]
47 +
31 31  : Edit your policies for your online store
32 32  
50 +* [[Widget>>Schedule-Widget_1487569577.html]]
51 +
33 33  : Setup a widget for your customers to view and book on your schedule without being logged in.
34 34  
54 +* [[Contracts>>Contract-Details_1487503941.html]]
55 +
35 35  : View/edit your contracts' custom details here
36 36  
37 37  * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]]
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38 38  
39 39   Create custom tabs for your member portal
40 40  
62 +* [[Questionnaires>>Create-A-Questionnaire_1484292346.html]]
63 +
41 41  : Create forms for your members to fill out through the member portal
42 42  
43 43  {{include reference="KBSupportCTA.WebHome"/}}
67 +
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Author
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1 -XWiki.IsaacMejia
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1 -69.1 KB
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