Setup Guide

The setup guide is a quick run through of steps to get your dashboard ready to use. Although steps are not mandatory, this is a really useful way to familiarise yourself with some of the key settings within the system.


The setup guide page will look like this, with sections completed crossed off, and marked green:


 

 

Below is a run through of what each section means.

 

Currency

This gives you the opportunity to charge customers in your currency

 

Venues

Venues are where you hold classes and sessions. You can have as many venues as you want on Teamup.


You should create venues before setting up your schedules.

In the future, you can access venues under Settings>Venues.

Memberships

Memberships let you control who can register for your offerings, and what prices they pay.


In the future, you can access memberships under dashboard section Memberships>Memberships

 

Classes

These are regular class schedules. Customers can book and attend classes freely, within the limits of their memberships.


 In the future, you can access Classes under Offerings>Group Classes

 

 

Courses

Courses are sequences of sessions that customers register for together—all-or-nothing. Think of a Fundamentals or Basics On-Ramp series where you introduce the basics to new members over multiple days. You don't want customers to pick-and-choose among the sessions—you expect customers to attend every session.


In the future, you can access Courses under Offerings>Group Courses.

 

Payments

We work with leading payment providers around the world. Your payment methods settings page shows you the methods available to you, based on your country and currency. Teamup will walk you through setting up the methods you choose. Each should take just a few minutes.


In the future, you can access Payments under section Settings>Payment.

 

Branding

Allows you to:


a) upload your logo

Where is my logo displayed?

The header of customer-facing pages.


b) Customize your email branding

When will my customers receive emails?


Teamup supports sending email notifications to customers after class registrations, purchase receipts, and many others. Use this step to make these emails appear to have come from your email address. (You can customize the content of these emails later.)

 

In the future, you can access Branding under Settings>Branding.

 

Mobile

Teamup is designed for all mobile devices, including iPhones, iPads, and Androids. For the best user experience, we recommend uploading a mobile homescreen logo. When you do, your customers will be able to add your teamup mobile site to their device's homescreen, just like an app. Customers will be able to book classes and manage their account from any device, and will receive updates automatically.


In the future, you can access Mobile under Settings>Mobile.

 

Site Integration

Installing Teamup on your website will allow your customers to manage their memberships/bookings/payments direct from your website.


In the future, you can access Site Integration under Settings>Site Integration

 

Customers

Teamup Customer Relationship Manager helps you keep track of every customer. Track payments, history, even injuries.


Customers will have access to your Member Site. Your Member Site is a separate section of Teamup where members can pay for classes and memberships, view receipts, and book classes. You have the option to customise your Member Site's appearance and embed it within your own website.

In the future, you can access Customers under Customers>Customer List.

 
Store

The store is meant for things like t-shirts, equipment, and supplements. You can really sell whatever you want in your store (within the law, of course), but you shouldn't be selling things like class registrations or memberships because there are already features dedicated to those.

 

In the future, you can access Store under Store>Store.

 

 

 Note. You can revisit the set-up guide at any point, by clicking the setup progress bar in the upper left.

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