Personalize Your MyVolo System

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Personalize Your MyVolo System

Information

KB: MSI Knowledgebase • Category: Configuration • Source: https://membersolutions-9221154.hs-sites.com/kb/personalize-your-myvolo-system_1484292817

  Personalize Your MyVolo System

     Created by
     Amith, last modified by
     Cathy Beckstead on Mar 22, 2021

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.

Click Setup

  • Click Personalize

kb-1484292817-1487602767-1.jpg
You will be presented with the following options:

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

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