Changes for page Site Set Up Process

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2	2
3	3	= Site Set Up Process =
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	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	+
5	5	Site Set Up Process
6	6
7		-
	13	+ Created by
	14	+ Amith, last modified by
	15	+ Cathy Beckstead on Mar 22, 2021
8	8
9	9	[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!//
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13	13	=== 1. SETUP BUSINESS INFORMATION: ===
14	14
	23	+* [[Setup Profile>>Setup-Profile_1484292681.html]]
	24	+
	25	+* [[Set Taxes>>Setup-Taxes_1487569719.html]]
	26	+
	27	+* [[Club Settings>>Club-Settings_1487504139.html]]
	28	+
15	15	=== 2. SETUP INVENTORY: ===
16	16
	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	+
17	17	=== //**Be sure that you understand the difference between an item (single session) and a package (group of sessions).**// ===
18	18	=== 3. SETUP SCHEDULES AND STAFF: ===
19	19
	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	+
20	20	=== 4. PERSONALIZE YOUR SYSTEM: ===
21	21
	54	+* [[Messages>>Personalize-Messages_1487503765.html]]
	55	+
22	22	: Edit and select the automated messages you would like your clients to receive
23	23
	58	+* [[Dashboard>>Member-Dashboards_1487471148.html]]
	59	+
24	24	: Customize the member dashboard as you would like it to appear to your members
25	25
	62	+* [[Lead Sources>>Lead-Sources_1487471155.html]]
	63	+
26	26	: Add and edit your lead sources
27	27
	66	+* [[Member Types>>Member-Types_1484292585.html]]
	67	+
28	28	: Create member types
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	70	+* [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]]
	71	+
30	30	: Add and edit cancellation reasons for when you cancel appointments
31	31
	74	+* [[Interests>>Member-Interest_1484358352.html]]
	75	+
32	32	: Add and edit your member Interests to suit your business
33	33
	78	+* [[Store>>Store-Policy_1487569584.html]]
	79	+
34	34	: Edit your policies for your online store
35	35
	82	+* [[Widget>>Schedule-Widget_1487569577.html]]
	83	+
36	36	: Setup a widget for your customers to view and book on your schedule without being logged in.
37	37
	86	+* [[Contracts>>Contract-Details_1487503941.html]]
	87	+
38	38	: View/edit your contracts' custom details here
39	39
40	40	* [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]]
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42	42	Create custom tabs for your member portal
43	43
	94	+* [[Questionnaires>>Create-A-Questionnaire_1484292346.html]]
	95	+
44	44	: Create forms for your members to fill out through the member portal
45	45
46	46	=== 5. MEMBER ACCESS (IF APPLICABLE): ===
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48	48	* 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.
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	102	+* [[Member Dashboard>>Member-Dashboards_1487471148.html]]
	103	+
	104	+* [[Member Permissions>>Member-Permissions_1484358447.html]]
	105	+
50	50	: Control what your members can and cannot do or see within the Volo site when they log in.
51	51
52	52	=== 6. MEMBER DATA - INPUTTING YOUR MEMBERS: ===
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	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	+
54	54	=== 7. BOOKING/CHECK IN/CLOSING DAYS: ===
55	55
56	56	* Book appointments on your schedules:
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62	62	* [[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.
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	128	+* [[Check-In Module>>Check-In_1619591175.html]]
	129	+
64	64	=== 8. CREATE SALES: ===
65	65
	132	+* [[Create a Sale>>Sales_1616707657.html]]
	133	+
66	66	* Refunds:
67	67	- [[Refund Item>>Refund-Item_1487471162.html]]
68	68	- [[Refund Item & Payment>>Refunding-An-Item-and-Payment_1487602435.html]]
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85	85	* [[Marketing - Lead Management>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1484358540/Lead+Management+Automated+Marketing]]
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	155	+* [[Programs and Levels>>Create-Programs-And-Levels_1484292315.html]]
	156	+
87	87	{{include reference="KBSupportCTA.WebHome"/}}
	158	+