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.

<aside> 💡

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.

</aside>

2. Invite Other Admins 👋

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

<aside> 🚨

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

</aside>

https://www.loom.com/share/909f7de30b4c4777919ac8fecd5cc5d7?sid=7beffe6f-4fd6-4258-b131-be24c90ddd40

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.

<aside> 💡

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.

</aside>

[loom video here]

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

<aside> ✅

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

</aside>