Table of contents¶
- Introduction
- Getting started
- The new layout
- Basic configuration
- Activities
- Departments
- Areas: “Club” within the club
- Memberships
- Members
- Import and creation of members
- Bulk update from file
- Updated member list from spreadsheet (not startup)
- Member field configuration
- Welcome email for new members
- Users and access
- Change user email and password
- Change administrator
- Two-factor login
- Email recipients
- Invoice options
- Adding a new invoice method
- Sender email
- Members
- Instructors, team leaders & responsible persons
- Guide for instructors, team leaders & responsible persons
- Communication
- Member Portal
- Give members access
- Enrollment
- Booking
- Edit own master data
- View own invoices
- View previously sent messages
- Online attendance
- Time registration
- Communication
- Instructor list and committee lists
- Member lists
- Change activity/team
- Unsubscribe from activities
- Document archive
- Membership card
- Resignation
- Integration with website
- Language
- Online marketing
- Layout
- Webshop
- Homepage
- Online enrollment
- Membership for new members
- Configuration options
- Registration types
- Creating an enrollment
- Mid-period enrollment
- Automatic waiting list management
- Multichoice: Enrollment with multiple choices
- Team training with enrollment
- Limit on number of enrollments
- Limit on who can enroll
- Enrollment of non-members
- Day tickets
- Time-slot tickets
- Automatic cancellation
- Duplicate check
- Fine for non-attendance
- Ticket scanning
- Discount / Offer
- Examples
- App
- Invoices
- Automatic debits
- Invoice method
- Invoice timing
- Bulk invoicing: Recurring
- Bulk invoicing: Ad hoc
- Example of ad hoc bulk invoicing
- Sending bulk invoices
- Catch-up bulk invoicing (missed send-out)
- Automate sending of bulk invoices
- Text in bulk invoices
- Individual invoices
- Invoice templates
- Outstanding
- Reminders
- Exempt from reminder run
- Finance integration
- Credit note
- On hold
- Exempt from bulk invoicing
- Payments
- Payouts / Refunds
- Prepayments
- Balance calculation
- Reset balance
- Payment problems
- Unknown payers
- VAT
- Payment plans
- Donations
- Sponsor account
- Language on invoices
- OIOUBL and Peppol BIS
- Accounting
- Creating a chart of accounts
- Add new account
- Import via SAF-T
- Opening balances
- Daybook
- Electronic voucher folder
- Import from online banking via bank connection
- Import from online banking via csv files
- Automatic account selection
- Filter out payments
- Multiple daybooks
- Standing daybook
- Reversing postings
- Reconciliation of bank via account ledger
- Reconciliation of bank in the daybook
- Reconciliation of card payments
- Reconciliation of MobilePay payments
- Reconciliation of outstanding membership fees
- Account ledger
- Postings
- Balance
- Annual accounts
- VAT
- VAT return
- Close accounts
- Budget
- Department accounts
- Upload of expenses
- Voucher inbox
- Export data
- Booking
- Enabling the booking module
- Resources
- Resource calendars
- Creating bookings from the administration area
- Creating recurring bookings from the administration area
- Creating bookings from the website
- Book time (person calendar)
- One-time codes for door system
- Payment for booking
- Member pays for guest
- Members with special booking privileges
- Open bookings
- Renewing bookings for a new season
- Room rental
- Special times
- Document archive
- Membership card
- Seasons
- Online attendance
- Time registration
- Child certificates
- Member contracts
- Donations
- Access control / Door system
- Voucher
- Task management
- Info screen
- Queue system
- API
- AI assistant