Advanced features

Lifecycle events and triggers

Written by James Webster
Updated over a week ago

Push invoices to Xero

Written by Joe Jeffries
Updated over a week ago

Discourse Single Sign On

Written by James Webster
Updated over a week ago

Editing JSON data

Tweaking those under-the-hood extra fields for membership and groups

Written by James Scholes
Updated over a week ago

Xero contacts (and how to move them)

Written by James Webster
Updated over a week ago

Rolling back a change

How to undo an update

Written by James Scholes
Updated over a week ago

Setting up your price list

How to load your standard pricing for use with invoice line items

Written by James Webster
Updated over a week ago

MailChimp Segments

How to build a segment in MailChimp using Sheep data

Written by James Webster
Updated over a week ago

Formatting Descriptions (Markdown)

Use Markdown to format your Journal entries and other description text areas

Written by James Scholes
Updated over a week ago

Sensitive data

Field definitions for sensitive data only available to admin users.

Written by James Webster
Updated over a week ago

Email template tips and tricks

Written by James Webster
Updated over a week ago

Locked tags

Permanent tags that can't be removed

Written by James Webster
Updated over a week ago

How to set up Equipment Checks

Written by James Webster
Updated over a week ago

Performing Checks

Written by James Webster
Updated over a week ago

Creating Assets - worked example

Written by James Webster
Updated over a week ago

Creating a Schedule - worked example

Written by James Webster
Updated over a week ago