Wiki source code of Personalize Your MyVolo System
Version 3.1 by Isaac Mejia on 2025/12/15 16:44
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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| 3 | = Personalize Your MyVolo System = | ||
| 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 | |||
| 13 | 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. | ||
| 14 | |||
| 15 | Click **Setup** | ||
| 16 | |||
| 17 | * Click **Personalize** | ||
| 18 | |||
| 19 | image:kb-1484292817-1487602767-1.jpg | ||
| 20 | You will be presented with the following options: | ||
| 21 | |||
| 22 | * [[Messages>>Personalize-Messages_1487503765.html]] | ||
| 23 | |||
| 24 | : Edit and select the automated messages you would like your clients to receive | ||
| 25 | |||
| 26 | * [[Dashboard>>Member-Dashboards_1487471148.html]] | ||
| 27 | |||
| 28 | : Customize the member dashboard as you would like it to appear to your members | ||
| 29 | |||
| 30 | * [[Lead Sources>>Lead-Sources_1487471155.html]] | ||
| 31 | |||
| 32 | : Add and edit your lead sources | ||
| 33 | |||
| 34 | * [[Member Types>>Member-Types_1484292585.html]] | ||
| 35 | |||
| 36 | : Create member types | ||
| 37 | |||
| 38 | * [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]] | ||
| 39 | |||
| 40 | : Add and edit cancellation reasons for when you cancel appointments | ||
| 41 | |||
| 42 | * [[Interests>>Member-Interest_1484358352.html]] | ||
| 43 | |||
| 44 | : Add and edit your member Interests to suit your business | ||
| 45 | |||
| 46 | * [[Store>>Store-Policy_1487569584.html]] | ||
| 47 | |||
| 48 | : Edit your policies for your online store | ||
| 49 | |||
| 50 | * [[Widget>>Schedule-Widget_1487569577.html]] | ||
| 51 | |||
| 52 | : Setup a widget for your customers to view and book on your schedule without being logged in. | ||
| 53 | |||
| 54 | * [[Contracts>>Contract-Details_1487503941.html]] | ||
| 55 | |||
| 56 | : View/edit your contracts' custom details here | ||
| 57 | |||
| 58 | * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]] | ||
| 59 | |||
| 60 | Create custom tabs for your member portal | ||
| 61 | |||
| 62 | * [[Questionnaires>>Create-A-Questionnaire_1484292346.html]] | ||
| 63 | |||
| 64 | : Create forms for your members to fill out through the member portal | ||
| 65 | |||
| 66 | {{include reference="KBSupportCTA.WebHome"/}} | ||
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