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Initial Setup

2 authors74 articles
Adding Additional Family Members (Admin side)Add family members from the admin side to manage linked accounts more easily.
Adding Products to the Legacy Cash Register PageFor users still on the Legacy Cash Register, learn how to add and organize products and sections.
Auto Renew MembershipsExplains how auto renew memberships work, including GoCardless setup, billing, and new member-side cancellation options.
Calendar Overview & Interface GuideLearn how to navigate the calendar, interpret icons, manage views, and interact with events using drag-and-drop tools.
Cash DrawerTrigger a physical cash drawer open on cash payments and control manual access through employee roles.
Cash Drawer SetupLearn how to configure printers, PrintNode, and hardware to enable the Cash Drawer for cash transactions.
Kiosk Types and ConfigurationLearn how each kiosk type works, where to configure settings, and how to share or tag kiosks for events and customer check-ins.
Company Settings PageConfigure company details, branding, billing, security, and customer settings all in one place.
Constant Contact IntegrationConnect your system with Constant Contact to streamline email marketing and customer list management.
Creating a Single Event or Event Series through the CalendarLearn how to create and customize single or recurring events directly through the calendar, including rentals and special sessions.
Creating and Managing Upsell or Add-on ProductsCreate optional or required add-on products that customers can select during registration and view in the shopping cart before checkout.
Creating and Editing a Tax RateCreate tax rates and apply them to specific products to control how tax is charged.
Custom Payment TypesCreate and manage custom payment types for checkout, including required fields and reporting visibility.
Customer Service Training ResourcesThis 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…
Customer TagsTags can be assigned to individual participants and organization types to help with Marketing efforts for specific groups of customers.
Customer TypesThis article goes over each customer type's creation process, searching, converting, merging, and more!
Digital SignaturesSend, track, and manage digital signature requests through Dash using Dropbox Sign integration.
Employee and Instructor Rate SetupLearn how to create and assign employee or instructor pay rates, including hourly, flat, and percentage-based options.
Employee Setup, Roles & AuthorizationsLearn how to create, configure, and manage employee profiles, assign roles, and set user permissions, preferences, and notifications.
Event ImportUse the Event Import feature to bulk-upload events, games, and schedule blocks to your calendar using a formatted CSV file, saving time on manual data entry.
Event Types (Early Access)Define and manage event types, set booking rules, and control how events appear to staff and customers.
Events with a RosterLearn how to enable and manage event rosters, including adding customers, collecting payment, checking in attendees, and dropping roster members.
Gift CardsLearn how to set up, sell, reload, redeem, transfer, and report on gift cards in Dash.
External LinksLearn how to add External Links in Company Settings to give staff quick access to internal sites, portals, and resources.
Free Trial Overview (Admin Side)Learn how to set up, manage, and report on free trials from the admin side of Dash.
Fund AccountingLearn how to create Product Funds and assign them to products to organize revenue by designated financial categories.
GIS (Geographic Information System) MappingLearn how to enable GIS Mapping, draw geographic zone boundaries, and set up residency areas to support resident pricing.
Gratuity on InvoicesLearn how to set up, collect, and record gratuity on invoices, including payment method options and processor requirements.
Learn to Skate Membership Verification & DeletionLearn how to verify, delete, and manage Learn to Skate memberships for seamless registration and account management.
LiveBarn IntegrationLearn how to enable the LiveBarn integration and add streaming links to your event reminder and registration emails.
Location Check-inTrack customer arrivals, configure check-in alerts, and review detailed check-in activity by customer or location.
Make-Ups Overview (Admin Side)Allow customers to schedule make-ups for missed classes or camps, with flexible admin settings and reports.
MFA (Multi Factor Authorization) Feature
Organization Customer Type
Password Security SettingsThis article explains how to configure and manage password and account security settings for your business.
Program TypesOrganize and categorize your offerings with Program Types to control how programs display online and in reports.
Purchase OrdersPurchase orders track add-on items sold with registrations, such as meals, merchandise, or rentals. Learn how to enable tracking on a product, fulfill orders from the roster page, and access…
Residency PricingSet up resident and non-resident pricing that automatically applies the correct rate at registration based on each customer's GIS residency status.
Resources (Early Access)Learn how to create, customize, and manage resources to schedule events.
Restaurant Point of Sale (POS) & Kitchen Display SystemConfigure Restaurant POS, manage order entry, and control kitchen workflows with KDS and printer routing.
RFAM IntegrationEnable the RFAM integration to connect facility & equipment management workflows with customer maintenance requests.
Saving Customer Payment InformationLearn how to store and manage credit card or ACH details for future payments, recurring billing, and auto-renewing memberships.
SportNinja IntegrationConnect SportNinja with Dash to sync season data and display schedules and standings in the Customer Portal.
Staff Schedules in CalendarDisplay staff schedules, like referees, directly on the Calendar so assignments are easy to view, manage, and share.
Taking Customer Profile PicturesLearn how to take and update customer profile pictures in Dash using a webcam, including hardware and browser requirements.
Task ManagementCreate, assign, and track staff tasks with customer linking and automatic email notifications on every update.
Tax Exempt CustomersLearn how to apply tax-exempt status to participant and organization accounts and filter for tax-exempt sales in the Sales Report.
Uploading Files to Customer ProfileLearn how to upload and manage files on a customer profile or event page from the admin side.
USA Hockey Membership Add onLearn how to enable the USA Hockey Membership feature, configure the verification product, and manage membership verification and reporting for customers registering in hockey programs.
Custom Fields & Registration FormsCreate, manage, and attach custom registration forms to collect participant details and track responses.
Using Mail Merge for Event ReportsLearn how to assign a Custom Form to an Event Type, export your event data as a CSV, and use Mail Merge in Microsoft Office to generate customized event documents…
Waiver ManagementManage and automate customer waivers—set length of time of waiver, prompt renewals at login, email reminders, and admin controls.
Receipt Printer SetupSet up receipt, sticker, wristband, or kitchen printers using Remote Printing and PrintNode for in-person transactions and check-in.
Resources (Legacy Version)
Resource Blocking Rules (Legacy Version)
Resource Blocking Rules (Early Access)Define relationships so booking one resource auto-blocks related ones — avoiding overlaps or double bookings.
Event Types (Legacy Version)
Resource Type SetupCreate and manage Resource Types to streamline booking defaults and improve reporting.
Customer Player Card Setup and UsageLearn how to set up, design, print, and manage Customer Player Cards in Dash.