Initial Setup
By Angel and 1 other2 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, import 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) FeatureEnable Multi-Factor Authentication (MFA) to require users and staff on the admin side to enter a verification code sent to their email when logging in, adding an extra security layer…
- 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.
- Email Communication PreferencesManage how your organization communicates with customers by configuring automated and marketing email opt-in preferences, default settings, and customizable consent language.
- Integrations & Add-onsManage and enable integrations and add-on features in the software to expand functionality and connect third-party tools.
- Twilio (SMS) Integration Setup GuideStep-by-step guide to setting up your Twilio account for SMS integration and MFA verification codes.
- 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.