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Last modified by Isaac Mejia on 2026/02/05 17:08
From version 6.1
edited by Isaac Mejia
on 2026/02/05 17:08
Change comment: There is no comment for this version
To version 4.1
edited by Isaac Mejia
on 2026/02/05 15:07
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}}
6 +
7 + Personalize Your MyVolo System
8 +
9 + Created by
10 + Amith, last modified by
11 + Cathy Beckstead on Mar 22, 2021
12 +
5 5  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.
6 6  
7 7  Click **Setup**
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11 11  [[image:kb-1484292817-1487602767-1.jpg]]
12 12  You will be presented with the following options:
13 13  
22 +* [[Messages>>Personalize-Messages_1487503765.html]]
23 +
14 14  : Edit and select the automated messages you would like your clients to receive
15 15  
26 +* [[Dashboard>>Member-Dashboards_1487471148.html]]
27 +
16 16  : Customize the member dashboard as you would like it to appear to your members
17 17  
30 +* [[Lead Sources>>Lead-Sources_1487471155.html]]
31 +
18 18  : Add and edit your lead sources
19 19  
34 +* [[Member Types>>Member-Types_1484292585.html]]
35 +
20 20  : Create member types
21 21  
38 +* [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]]
39 +
22 22  : Add and edit cancellation reasons for when you cancel appointments
23 23  
42 +* [[Interests>>Member-Interest_1484358352.html]]
43 +
24 24  : Add and edit your member Interests to suit your business
25 25  
46 +* [[Store>>Store-Policy_1487569584.html]]
47 +
26 26  : Edit your policies for your online store
27 27  
50 +* [[Widget>>Schedule-Widget_1487569577.html]]
51 +
28 28  : Setup a widget for your customers to view and book on your schedule without being logged in.
29 29  
54 +* [[Contracts>>Contract-Details_1487503941.html]]
55 +
30 30  : View/edit your contracts' custom details here
31 31  
32 32  * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]]
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33 33  
34 34   Create custom tabs for your member portal
35 35  
62 +* [[Questionnaires>>Create-A-Questionnaire_1484292346.html]]
63 +
36 36  : Create forms for your members to fill out through the member portal
37 37  
38 38  {{include reference="KBSupportCTA.WebHome"/}}
67 +