Setting up your new account

This is the foundation phase: inviting you and your staff as admins, setting up fundamental policies, waivers, and a quick site walkthrough. Once these pieces are in place, you can start using the app for basic tasks like messaging or quick charges.

Here’s a quick intro to how they work:

[loom here]

Now, let's get into each of these features one at a time:

1. Primary Contact Invited to the Site 🙋‍♂️

The main person (often the owner) gets “Owner Admin” status. This ensures you see key notifications and can oversee everything.

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Note: If you expect to manage leads (e.g. new player inquiries), that can be setup as well by adding users to the leads email list in settings.

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2. Invite Other Admins 👋

Anyone who needs to manage rosters, scheduling, or finances should have their own login.

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Tip: Permission levels are crucial. A front-desk user can handle check-ins, but maybe shouldn’t see full financial data.

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https://www.loom.com/share/a680360724e345b9bbfc7460b21dc340?sid=f1a7fe8c-e335-40d8-bb29-261d13bd01f3

Here are a few relevant step-by-step guides:

3. Resetting Passwords 🔐

If anyone misses the invitation email or forgets their password, you can reset it in your “User Management” panel. That way, no one’s locked out indefinitely.

https://www.loom.com/share/50fb596117ab42d0b9f11b2bd9f94f97?sid=36830a4f-c93b-4fd7-96e5-4dc155d69fac

Here are a few relevant step-by-step guides:

4. Create Global Resources 🌎

These are things like policies, question banks, waivers/contracts, and event categories.

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Context: Once you build them here, you simply attach them everywhere else—teams, memberships, events—so you’re not retyping the same disclaimers each time.

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Here are a few relevant step-by-step guides:

https://www.loom.com/share/10f0e461d1394358a70847333fcbc705?sid=df1c4862-f04c-4147-9807-e7a77a114ca1

https://www.loom.com/share/ca6921aee18e4b0b8a179ed01cbb9373?sid=348d9617-13dd-48d8-8ee5-37bc9c8b9d29

https://www.loom.com/share/1f7c70e33cb84e2b9eed20cc1da69e98?sid=1ffb0235-4640-4c17-8783-3ac7a203a37c

https://www.loom.com/share/38557380ebe947e89f44b3e196658db5?sid=6a2089b0-b332-47f0-ac38-897db8e4e4c1

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Up next, getting to know the tools that can be used across the site

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