Getting started
Centre profile
These details are used across centre communications and links. You can return to this page to update them.
Email delivery
Choose how this centre sends mail
Each centre can use its own SMTP provider, a shared provider such as Postmark, or a mix, with optional failover.
Routine uses the routine sender choice; campaigns, prospects and automated notices each have their own choice.
The alternate route uses a centre-specific SMTP setup when present, otherwise the shared alternate. Failover can be switched on or off for the centre.
From and Reply-To addresses are separate. Provider credentials are stored in the encrypted vault and are never displayed after saving.
Launch checks
Before opening bookings
Use the checklist to confirm the essentials. Items marked for an administrator may require additional permissions.
- Owner login and securitySign in with the temporary password, change it, confirm the security email and enable email two-factor login.Open my security settings
- Centre identityVenue, contact details, address and public links are saved above.Check profile
- EmailSet both sender routes, save routing preferences and send a test message.Check email
- TimetableConfirm class days, start dates, class groups and booking limits.Open timetable
- Ranks and syllabusReview rank order, groups and the syllabus currently taught.Open centre setupAdministrator access required
- Prices and paymentsSet tuition, signup fees, accepted payment routes and centre Stripe keys.Open pricing setupAdministrator access required
- Signup and contractConfirm the correct contract, notice period and signup options are selected.Review signup settingsAdministrator access required
- Staff accessGive instructors only the centre access and permissions they need.Manage staffAdministrator access required