Skip to Content

Changes for page Site Set Up Process

Last modified by Isaac Mejia on 2026/02/05 15:22
From version 1.1
edited by Isaac Mejia
on 2025/12/15 16:50
Change comment: There is no comment for this version
To version 3.1
edited by Isaac Mejia
on 2026/02/05 15:22
Change comment: There is no comment for this version

Summary

Details

Page properties
Tags
... ... @@ -1,0 +1,1 @@
1 +Configuration
Content
... ... @@ -2,17 +2,9 @@
2 2  
3 3  = Site Set Up Process =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/site-set-up-process_1487602790>>https://membersolutions-9221154.hs-sites.com/kb/site-set-up-process_1487602790]]{{/info}}
6 -
7 -* [[Member Solutions Product Support>>index.html]]
8 -
9 -* [[FAQs>>FAQs_1619918923.html]]
10 -
11 11   Site Set Up Process
12 12  
13 - Created by
14 - Amith, last modified by
15 - Cathy Beckstead on Mar 22, 2021
7 +
16 16  
17 17  [data-colorid=vsu6o3pnap]{color:#ff5630} html[data-color-mode=dark] [data-colorid=vsu6o3pnap]{color:#cf2600}//The following are the initial steps to getting your site up and running!//
18 18  
... ... @@ -20,71 +20,29 @@
20 20  
21 21  === 1. SETUP BUSINESS INFORMATION: ===
22 22  
23 -* [[Setup Profile>>Setup-Profile_1484292681.html]]
24 -
25 -* [[Set Taxes>>Setup-Taxes_1487569719.html]]
26 -
27 -* [[Club Settings>>Club-Settings_1487504139.html]]
28 -
29 29  === 2. SETUP INVENTORY: ===
30 30  
31 -* [[Create Categories>>Create-Categories_1484358533.html]]
32 -
33 -* [[Create Items>>Create-Items_1487536957.html]]
34 -
35 -* [[Create Packages>>Create-Package_1484292710.html]]
36 -
37 -* [[Create Contracts>>Create-Contract_1487536721.html]]
38 -
39 39  === //**Be sure that you understand the difference between an item (single session) and a package (group of sessions).**// ===
40 40  === 3. SETUP SCHEDULES AND STAFF: ===
41 41  
42 -* [[Create Schedules>>Create-Schedule_1487569750.html]]
43 -
44 -* [[Create New Staff Profiles>>Add-Staff_1484292810.html]]
45 -
46 -* [[Assign Staff Permissions>>Staff-Permissions_1487438467.html]]
47 -
48 -* [[Assign Staff to Schedules>>Assign-Staff_1484292803.html]]
49 -
50 -* [[Set Locations>>How-To-Create-Locations_1487602605.html]]
51 -
52 52  === 4. PERSONALIZE YOUR SYSTEM: ===
53 53  
54 -* [[Messages>>Personalize-Messages_1487503765.html]]
55 -
56 56  : Edit and select the automated messages you would like your clients to receive
57 57  
58 -* [[Dashboard>>Member-Dashboards_1487471148.html]]
59 -
60 60  : Customize the member dashboard as you would like it to appear to your members
61 61  
62 -* [[Lead Sources>>Lead-Sources_1487471155.html]]
63 -
64 64  : Add and edit your lead sources
65 65  
66 -* [[Member Types>>Member-Types_1484292585.html]]
67 -
68 68  : Create member types
69 69  
70 -* [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]]
71 -
72 72  : Add and edit cancellation reasons for when you cancel appointments
73 73  
74 -* [[Interests>>Member-Interest_1484358352.html]]
75 -
76 76  : Add and edit your member Interests to suit your business
77 77  
78 -* [[Store>>Store-Policy_1487569584.html]]
79 -
80 80  : Edit your policies for your online store
81 81  
82 -* [[Widget>>Schedule-Widget_1487569577.html]]
83 -
84 84  : Setup a widget for your customers to view and book on your schedule without being logged in.
85 85  
86 -* [[Contracts>>Contract-Details_1487503941.html]]
87 -
88 88  : View/edit your contracts' custom details here
89 89  
90 90  * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]]
... ... @@ -91,8 +91,6 @@
91 91  
92 92   Create custom tabs for your member portal
93 93  
94 -* [[Questionnaires>>Create-A-Questionnaire_1484292346.html]]
95 -
96 96  : Create forms for your members to fill out through the member portal
97 97  
98 98  === 5. MEMBER ACCESS (IF APPLICABLE): ===
... ... @@ -99,22 +99,10 @@
99 99  
100 100  * Member Login and Password: When a new member is created within the site, a login and password is automatically created for them. The login is the last name along with the first letter of their first name (e.g SullivanT). If enabled, the New Member Email (found in the [[Messages>>Personalize-Messages_1487503765.html]] area) will be sent out automatically when a new member is created.
101 101  
102 -* [[Member Dashboard>>Member-Dashboards_1487471148.html]]
103 -
104 -* [[Member Permissions>>Member-Permissions_1484358447.html]]
105 -
106 106  : Control what your members can and cannot do or see within the Volo site when they log in.
107 107  
108 108  === 6. MEMBER DATA - INPUTTING YOUR MEMBERS: ===
109 109  
110 -* [[Create Member>>Add-New-Member_1487437946.html]]
111 -
112 -* [[Import Members>>Import-Member-Database_1630437430.html]]
113 -
114 -* [[Self Registration>>Member-Self-Registration-2_1487536990.html]]
115 -
116 -* [[Registration Widget>>Create-Registrations_1487602171.html]]
117 -
118 118  === 7. BOOKING/CHECK IN/CLOSING DAYS: ===
119 119  
120 120  * Book appointments on your schedules:
... ... @@ -125,12 +125,8 @@
125 125  
126 126  * [[Closing Days>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487438005/Close+Open+Day]] - This will check in all booked members on your schedules allowing Volo to properly track what people have purchased against what they have done.
127 127  
128 -* [[Check-In Module>>Check-In_1619591175.html]]
129 -
130 130  === 8. CREATE SALES: ===
131 131  
132 -* [[Create a Sale>>Sales_1616707657.html]]
133 -
134 134  * Refunds:
135 135  - [[Refund Item>>Refund-Item_1487471162.html]]
136 136  - [[Refund Item & Payment>>Refunding-An-Item-and-Payment_1487602435.html]]
... ... @@ -152,7 +152,4 @@
152 152  
153 153  * [[Marketing - Lead Management>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1484358540/Lead+Management+Automated+Marketing]]
154 154  
155 -* [[Programs and Levels>>Create-Programs-And-Levels_1484292315.html]]
156 -
157 157  {{include reference="KBSupportCTA.WebHome"/}}
158 -