Skip to Content

Wiki source code of Site Set Up Process

Version 2.1 by Isaac Mejia on 2025/12/15 16:50
Hide last authors
Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Site Set Up Process =
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 Site Set Up Process
12
13 Created by
14 Amith, last modified by
15 Cathy Beckstead on Mar 22, 2021
16
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
19 **As you set up your site, keep in mind that all of your data is currently "live" and online. **
20
21 === 1. SETUP BUSINESS INFORMATION: ===
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 === 2. SETUP INVENTORY: ===
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 === //**Be sure that you understand the difference between an item (single session) and a package (group of sessions).**// ===
40 === 3. SETUP SCHEDULES AND STAFF: ===
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 === 4. PERSONALIZE YOUR SYSTEM: ===
53
54 * [[Messages>>Personalize-Messages_1487503765.html]]
55
56 : Edit and select the automated messages you would like your clients to receive
57
58 * [[Dashboard>>Member-Dashboards_1487471148.html]]
59
60 : Customize the member dashboard as you would like it to appear to your members
61
62 * [[Lead Sources>>Lead-Sources_1487471155.html]]
63
64 : Add and edit your lead sources
65
66 * [[Member Types>>Member-Types_1484292585.html]]
67
68 : Create member types
69
70 * [[Cancellation Reasons>>Cancellation-Reason_1487471169.html]]
71
72 : Add and edit cancellation reasons for when you cancel appointments
73
74 * [[Interests>>Member-Interest_1484358352.html]]
75
76 : Add and edit your member Interests to suit your business
77
78 * [[Store>>Store-Policy_1487569584.html]]
79
80 : Edit your policies for your online store
81
82 * [[Widget>>Schedule-Widget_1487569577.html]]
83
84 : Setup a widget for your customers to view and book on your schedule without being logged in.
85
86 * [[Contracts>>Contract-Details_1487503941.html]]
87
88 : View/edit your contracts' custom details here
89
90 * [[Custom Tabs:>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569818/Custom+Tabs+Welcome+Message-2]]
91
92 Create custom tabs for your member portal
93
94 * [[Questionnaires>>Create-A-Questionnaire_1484292346.html]]
95
96 : Create forms for your members to fill out through the member portal
97
98 === 5. MEMBER ACCESS (IF APPLICABLE): ===
99
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
102 * [[Member Dashboard>>Member-Dashboards_1487471148.html]]
103
104 * [[Member Permissions>>Member-Permissions_1484358447.html]]
105
106 : Control what your members can and cannot do or see within the Volo site when they log in.
107
108 === 6. MEMBER DATA - INPUTTING YOUR MEMBERS: ===
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 === 7. BOOKING/CHECK IN/CLOSING DAYS: ===
119
120 * Book appointments on your schedules:
121 - [[Private Schedule>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487569678/Booking+An+Appointment+Private+Type+Schedule]] - Viewed by Staff Member (//Most often used for Personal Training Sessions)//
122 - [[Class Schedule>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1487438393/Booking+An+Appointment+Class+Type+Schedule]] - Viewed by Location (//Most often used for Aerobics Classes, Yoga Classes, etc)//
123 - Massage Schedule - Viewed by Staff Member //(Similar to the **Private** schedule, but a Location is required)//
124 - Court Schedule - Viewed by Location (//Most often used for Space Rentals)//
125
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
128 * [[Check-In Module>>Check-In_1619591175.html]]
129
130 === 8. CREATE SALES: ===
131
132 * [[Create a Sale>>Sales_1616707657.html]]
133
134 * Refunds:
135 - [[Refund Item>>Refund-Item_1487471162.html]]
136 - [[Refund Item & Payment>>Refunding-An-Item-and-Payment_1487602435.html]]
137
138 === 9. DECIDE ON A LAUNCH DATE! ===
139 === Decide on the date that you will start using Member Manager. Your Launch Date is the date from which all of your clients have correct sessions on the remaining tabs and when Member Manager will track all sales from that day on. If you are using our full service billing, this is also the day you can start entering contracts in Member Manager for billing going forward. Once you launch, you are ready to: ===
140
141 * Book all of the appointments from that day on in Member Manager
142
143 * Check in members for sessions and classes in the Member Manager
144
145 * Enter all new contracts in the Member Manager. //**Note: If you are using Member Solutions full service billing, all contracts must be entered in the Member Manager from this day forward and NOT in our Member Billing site. Contracts entered in the Member Billing site will not show in your Member Manager and may not bill properly.**//
146
147 * Enter product sales for Members.
148
149 * //Please call Member Solutions Support to book a site review prior to your Launch Date at 877-600-3811. Or go to our //[[//Help Tab//>>1487601679.html]]// for more information or to contact our support team.//
150
151 Here are some additional areas of Member Manager that may be of interest to you:
152
153 * [[Marketing - Lead Management>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1484358540/Lead+Management+Automated+Marketing]]
154
155 * [[Programs and Levels>>Create-Programs-And-Levels_1484292315.html]]
156
157 {{include reference="KBSupportCTA.WebHome"/}}
158