Initial Setup
By Angel and 2 others3 authors78 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 Resources
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 Import
Event Types (Early Access)Define and manage event types, set booking rules, and control how events appear to staff and customers.
Events with a Roster
Gift CardsLearn how to set up, sell, reload, redeem, transfer, and report on gift cards in Dash.
External Links
Family Credit
Fitness Management
Free Trial Overview (Admin Side)Learn how to set up, manage, and report on free trials from the admin side of Dash.
Fund Accounting
GIS (Geographic Information System) Mapping
Gratuity on Invoices
Learn to Skate Membership Verification & DeletionLearn how to verify, delete, and manage Learn to Skate memberships for seamless registration and account management.
LiveBarn Integration
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 Orders
Residency Pricing
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 Integration
Ringing up products via Cash Register
Saving Customer Payment InformationLearn how to store and manage credit card or ACH details for future payments, recurring billing, and auto-renewing memberships.
SportNinja Integration
Staff Schedules in CalendarDisplay staff schedules, like referees, directly on the Calendar so assignments are easy to view, manage, and share.
Taking Customer Profile Pictures
Task Management
Tax Exempt Customers & Tax Exempt Reporting
Transferring a Customer
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.
Twilio Verify
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.
Searching for a ProductLearn how to quickly search for products in Dash using filters, the global search bar, and the product list view.
DonationsCreate donation products and allow customers to add contributions during online checkout.
Creating a Product (Normal)Guide to creating a Normal product in Dash including fields, categories, class/team setup, pricing, and eligibility.
Product Inventory ControlManage product stock with standard or rentable inventory, backfill options, and reporting tools.
Required Tag for Product PurchaseRestrict product purchases to customers with specific tags.