Skip to main content

Customer Service Training Resources

This article provides new customer training resources, including common customer service video walkthroughs, helpful Help Center articles, and a new employee onboarding email template to help staff get started in the system.

Written by Angel Horowitz
Updated over 2 weeks ago

πŸ“ Overview

This article is a collection of training resources to help you and your staff get up and running. It includes video walkthroughs of common customer service tasks, links to relevant Help Center articles, and a ready-to-use onboarding email template for new employees.


πŸŽ₯ Common Customer Service Videos

The videos below cover common customer service scenarios to help train your staff on everyday tasks.

Click the arrow to view common customer service videos

Click the arrow to view Creating a Participant Account

Click the arrow to view Adding a Family Member to an Account

Click the arrow to view Creating a New Organization Account

Click the arrow to view Customer Account Creation Online

Click the arrow to view Customer Password Reset

Click the arrow to view Class Transfer

Click the arrow to view Changing Participant on a Registration

Click the arrow to view Camp/Per-Session Registration Date Changes

Click the arrow to view Entering Scores

Click the arrow to view Booking a Birthday Party

Click the arrow to view Calendar Preferences


πŸ“š Common Customer Service Articles

The articles below cover common customer service tasks and are a great reference for your staff.


πŸ“§ New Employee Onboarding Template

Use the template below to help onboard new employees and get them set up in the system.

πŸš€ Getting Started

Click the arrow to view the Getting Started steps

Here is how you can get started in the system:

I have created your user account so you can log in and take a look around the system. Your login credentials are below:

Employees can also download the "Dash Admin" app from either the Apple App Store or Google Play Store.

Company Code: (your company code here)

Username: ENTER USER NAME HERE

Temp Password: ENTER TEMP PASSWORD HERE
​

πŸ” Changing Your Password

Click the arrow to learn how to change your password

  1. Log into the account.

  2. Click the Profile icon in the top right corner.

  3. Click your user name.

  4. Click Password on the menu.

  5. Follow the prompts to reset your password.

🏠 Setting a Default Landing Page

Click the arrow to learn how to set a default landing page

  1. Log into the account.

  2. Click the Profile icon in the top right corner.

  3. Click your user name.

  4. Click anywhere in the Preferences box and enter your password.

  5. Select a homepage (Calendar, Cash Register, or Dashboard).


πŸ’‘ Pro Tips

  • ⚠️ Back & Forward Buttons - Avoid using the browser's Back and Forward buttons when navigating the system. Use breadcrumbs and menu items whenever possible.

  • πŸ–₯️ Full Screen View - For the best experience, use the system in full-screen browser view.

  • ⏱️ Session Timeout - The system will automatically log out after 20 minutes of inactivity for security compliance.

  • 🌐 Supported Browsers - The admin side of the system is fully supported on Google Chrome, Firefox, and Apple Safari.

Did this answer your question?