On the administrative dashboard, there will be a number of sections where you can find relevant information, 8 of them will be presented in this overview :
Depending of each platform, your dashboard might have slightly different tabs.
First you need to access your administrative account and tools:
-
Select the login button
-
Select dashboard under tools
You have now access to your dashboard.
1. Events
The event tab will contain registration information and setup for any events you are hosting on our service.
2. Clubs
The club tab will contain registration information and setup for any clubs hosted on our service.
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Club OnBoarding Setup: HOW TO SETUP YOUR CLUB PORTAL AND CREATE YOUR CLUB PROGRAMS
- How to edit your registration process settings? (Overview)
- How to set my event live for people to start registering
- How to download reports
- How to follow registrations (Metrics)
- How to add your Basic MailChimp to your event/club registration setup
- How to add a passphrase to my event/club
- How to update my registration process landing page description
- How to add a new administrator or financial controller to your account (as an owner)
- How to change the styling of my registration landing page
- How to find my registration page link
- How to create-update registration forms for my registration process
- How to create-update online Waivers/Agreements for my registration process
3. Financials & Accounting
The financial and accounting tab will contain detailed financial information for funds we have collected on your behalf.
The default tab in this section, ‘Cashflow’, contains an overview of
all funds collected
and disbursed to your organization:
The various other tabs contain more detailed financial information.
If you or your financial team
have questions concerning the financials and accounting section,
please contact
billing@interpodia.com.
4. Coupon codes
The coupon codes tab enables you to issue coupon codes for people registering to your club.You can discount any value or percentage from a registration.
5. Refunds
The refunds tab is where you can track every refund that has been issued.
6. Users /People
The ‘User ’ tab will allow you to search for user accounts - it is especially useful for locating individuals registered by an admin, coach, or as part of a family account.
Accessing the ‘People’ tab, you will be able to search
by name or associated email address, any individual who has started or
completed a registration. Selecting a profile will allow you to directly
access any registrations this individual holds and more.
7. Registrations
The registration tab will allow you to search for, and direct access,
registrations per individual. Selecting a registration will allow you
to view information concerning, and collected during, a
registration.
8. Orders
The orders tab will allow you to search for, and directly access, a specific order in the system.
Accessing an order directly will give you a breakdown of the order in
question: order items and
sub total, purchaser name and email address, date processed, and any
completed transactions
or invoicing to a payment group for the order.