How do I edit master data for my chain?
Editing master data for your chain is easy and quick. Follow these steps to update your information:
Navigate to Master Data
Start by finding the master data section:
Go to Dashboard → System Settings → Master Data.Fill in or update information
In the master data section, you can enter and edit the following information:Name: Enter the official name of the chain.
CVR number: Input your CVR number.
Package solution: Choose your subscription type (e.g., Premium).
Logo: Upload an image of your chain logo by dragging and dropping a file or selecting one from your computer.
Colors: Define primary and secondary branding colors by specifying color codes.
Subdomain: Enter your subdomain (e.g., boxname.bookingboard.io).
App links: Find links to your apps in the App Store and Play Store.
Calendar integration: Copy and paste the integration code to connect your calendar.
Save your changes
Once you’ve updated your information, ensure it is saved:
Click Save or Update to confirm your changes.
How do I configure general member settings?
General settings allow you to control member behavior and rules. Follow these steps to customize your settings:
Navigate to General Settings
Go to Dashboard → Settings → General.Enable or disable relevant features
In this section, you can customize:Fines: Specify penalty amounts for late attendance or no-shows.
Check-in rules: Set timeframes for early and late check-ins.
Class limits: Define daily limits for sign-ups.
Member requirements: Require profile pictures, signatures, or payment methods.
Notifications: Enable or disable SMS and email notifications.
Save your settings
Click Save to confirm your choices.
How do I manage integrations?
To ensure smooth operations, you can configure integrations such as notifications, payment systems, and access control.
Navigate to Integration Settings
Go to Dashboard → Settings → Integrations.Enter relevant information
Here, you can set up:Push notifications: Enter your OneSignal App ID and API Key.
Payroll system: Choose your preferred payroll system (e.g., Danløn).
Accounting: Select your accounting platform (e.g., Dinero).
Access system: Enter keys for access control (e.g., Danalock).
Analytics: Add your Google Tag Manager ID.
Save your changes
Click Save to ensure your integrations are set up correctly.
How do I set up communication settings?
Effective communication is crucial to keeping your members informed.
Navigate to Communication Settings
Go to Dashboard → Settings → Communication.Customize email settings
Here, you can:Specify a no-reply email: Enter the email address the system should use for outgoing messages.
Choose email templates: Customize welcome, confirmation, and follow-up emails.
Save your changes
Click Save so your members receive the right messages.
How do I set up billing settings?
To ensure accurate transactions and billing, you can customize your financial information.
Navigate to Billing Settings
Go to Dashboard → Settings → Billing.Fill in financial details
Here, you can:Specify currency: Choose the default currency (e.g., DKK).
Enter VAT percentage: Define the applicable VAT rate.
Add bank details: Insert IBAN and SWIFT codes.
Save your changes
Click Save to confirm your financial settings.
How do I customize team settings?
For optimal class management, you can adjust settings for participation, visibility, and booking.
Navigate to Team Settings
Go to Dashboard → Settings → Teams.Customize team parameters
Here, you can:Set max. active sign-ups: Define how many teams a participant can join simultaneously.
Set waitlist limits: Determine how many waitlist spots are allowed per day.
Adjust visibility: Define the number of days visible in the calendar.
Regulate booking times: Set timeframes for early booking and cancellations.
Enable late check-in: Allow participants to check in after the team’s start.
Save your changes
Click Save to activate your team settings.
How do I manage fines and fees?
To ensure fair rules, you can specify fees for sign-ups, cancellations, and attendance.
Navigate to Fines and Fees Overview
Go to Dashboard → Settings → Fines and Fees.Customize fine and fee amounts
Here, you can:Specify creation fees.
Set membership pause fees.
Determine fines for late attendance and no-shows.
Add referral bonuses.
Save your changes
Click Save to confirm your fine and fee rules.
Let me know if you need further assistance!