Wiki source code of Personalize Your MyVolo System
Last modified by Isaac Mejia on 2026/02/05 17:08
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Personalize Your MyVolo System = | ||
| 4 | |||
| 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 | |||
| 7 | Click **Setup** | ||
| 8 | |||
| 9 | * Click **Personalize** | ||
| 10 | |||
| 11 | [[image:kb-1484292817-1487602767-1.jpg]] | ||
| 12 | You will be presented with the following options: | ||
| 13 | |||
| 14 | : Edit and select the automated messages you would like your clients to receive | ||
| 15 | |||
| 16 | : Customize the member dashboard as you would like it to appear to your members | ||
| 17 | |||
| 18 | : Add and edit your lead sources | ||
| 19 | |||
| 20 | : Create member types | ||
| 21 | |||
| 22 | : Add and edit cancellation reasons for when you cancel appointments | ||
| 23 | |||
| 24 | : Add and edit your member Interests to suit your business | ||
| 25 | |||
| 26 | : Edit your policies for your online store | ||
| 27 | |||
| 28 | : Setup a widget for your customers to view and book on your schedule without being logged in. | ||
| 29 | |||
| 30 | : View/edit your contracts' custom details here | ||
| 31 | |||
| 32 | * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]] | ||
| 33 | |||
| 34 | Create custom tabs for your member portal | ||
| 35 | |||
| 36 | : Create forms for your members to fill out through the member portal | ||
| 37 | |||
| 38 | {{include reference="KBSupportCTA.WebHome"/}} |