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Getting Started
Getting Started
Tips and guides to help you get started
51 articles in this collection
Written by
Mitch
and
Vicki Morillo
Setting up your TeamUp site
How to add a venue
Written by
Mitch
Updated over a week ago
Creating instructors and adding them to classes
Written by
Mitch
Updated over a week ago
How to setup a class
Written by
Mitch
Updated over a week ago
Managing Waivers
Create/edit a digital waiver on TeamUp. See a list of customers that have signed your waivers.
Written by
Mitch
Updated over a week ago
The Calendar
Viewing and managing your class schedule. Planning your schedule.
Written by
Vicki Morillo
Updated over a week ago
Payments, Billing and Revenue - an overview of how to manage payments
Written by
Mitch
Updated over a week ago
Setting your email branding
Written by
Mitch
Updated over a week ago
Add the TeamUp web app to your mobile home screen
Written by
Mitch
Updated over a week ago
Add TeamUp web app to your iPad
Written by
Mitch
Updated over a week ago
Add a Customer
Written by
Mitch
Updated over a week ago
Add a Prepaid Plan
How to set up pre-paid plans on TeamUp.
Written by
Vicki Morillo
Updated over a week ago
What's the difference between Forms, Waivers and Policies?
Should I use forms or waivers? How do I create a health questionnaire or PARQ? What should I use policies for?
Written by
Vicki Morillo
Updated over a week ago
Add a Pack
How to create packs, blocks, bundles and passes on TeamUp.
Written by
Vicki Morillo
Updated over a week ago
Choosing the right payment method for your business
Stripe - what, how, why
Written by
Mitch
Updated over a week ago
GoCardless - what, how, why
Written by
Mitch
Updated over a week ago
Stripe vs GoCardless
Written by
Mitch
Updated over a week ago
Setting up your staff
Adding staff members
Written by
Mitch
Updated over a week ago
Account Owners explained
Written by
Mitch
Updated over a week ago
Edit staff member permissions
Written by
Mitch
Updated over a week ago
How to edit an existing staff member
Written by
Mitch
Updated over a week ago
Updating staff image
Written by
Mitch
Updated over a week ago
How to edit the notifications settings of an existing staff member
Written by
Mitch
Updated over a week ago
Settings
Understanding registration settings
Written by
Mitch
Updated over a week ago
Registration settings - setting a cancellation cutoff time for classes
Written by
Mitch
Updated over a week ago
Registration settings - set how far in advance customers can register for classes
Written by
Mitch
Updated over a week ago
Adding a new registration timeline
Written by
Mitch
Updated over a week ago
Set when customers can no longer register for a class
Written by
Mitch
Updated over a week ago
Editing registration timelines
Written by
Mitch
Updated over a week ago
Deleting registration timelines
Written by
Mitch
Updated over a week ago
What are registration timelines?
Written by
Mitch
Updated over a week ago
Calendar settings
Written by
Mitch
Updated over a week ago
Using a Nightly Blackout Period for Waiting List Spot Expirations and Class Cancellations
Written by
Mitch
Updated over a week ago
How to disable waitlists
Written by
Mitch
Updated over a week ago
Customer settings
Written by
Mitch
Updated over a week ago
Customer Site Integration
Setting up your TeamUp Customer Site
How do I install TeamUp on my site? Is there a TeamUp API? How technical do I need to be?
Written by
Vicki Morillo
Updated over a week ago
Customise your customer site
Written by
Mitch
Updated over a week ago
How to set up TeamUp's free trial widget
Written by
Mitch
Updated over a week ago
Adding your TeamUp widget to a WordPress Site
Add your TeamUp calendar to your WordPress site.
Written by
Mitch
Updated over a week ago
Adding your widget to a Squarespace site
Written by
Mitch
Updated over a week ago
Adding your widget to a Wix site
Written by
Mitch
Updated over a week ago
Adding your widget to a weebly site
Written by
Mitch
Updated over a week ago
Adding your widget to a GoDaddy site
Written by
Mitch
Updated over a week ago
Adding your widget to a Google Sites website
Written by
Mitch
Updated over a week ago
Adding your widget to ClickFunnels
Written by
Mitch
Updated over a week ago
Adding your widget to your Yell.com website
Written by
Mitch
Updated over a week ago
Adding your TeamUp widget to your 123 Reg website
Add your TeamUp widget to your 123 Reg website
Written by
Mitch
Updated over a week ago
Facebook: Add the TeamUp widget to your Facebook page
Written by
Mitch
Updated over a week ago
Facebook: Update the book now button to redirect to your TeamUp members site
Written by
Mitch
Updated over a week ago
Add a link to your TeamUp customer site from your Instagram account
How do I add a bio or a website to my Instagram profile?
Written by
Mitch
Updated over a week ago
The Customer Site URL
Can I send my customers a link to create an account? How do customers log in? How do customers sign up to TeamUp?
Written by
Vicki Morillo
Updated over a week ago
The TeamUp Widget
Can I add TeamUp to my website?
Written by
Vicki Morillo
Updated over a week ago