HELP

What do you want to know?

Searches every page of this guide and the glossary as you type.

Not sure what a word means? The plain-English glossary explains the words you'll meet in the admin.

How this guide works

The guide explains what everything is and where to find it, in plain English. It's split into short pages, mostly one for each screen of the admin, so you can go straight to the one you need:

From any screen in the admin, press HELP at the top and the page about that screen opens.
From the contents below, pick a page. Most start with a grey box saying where in the admin it is.
At the bottom of every page, Previous and Next take you through the guide in order, and Open … in the admin takes you to the screen it describes.
Pictures and diagrams show what you'll see. Where a picture hasn't been added yet, a box says what it will show.
Printing — any page prints cleanly on its own, without the admin's menus.

You can't break the public website from in here. Dancers only see an event while Published is ticked on it. It's ticked when you add an event, so untick it to keep one as a draft while you finish it (a duplicated event starts unticked). Take your time and click about.

Getting going

Getting started — The checklist, and what's in each part of the admin.

Your classes

Classes & workshops — Adding an event: dates, times, publishing, duplicating.
Prices — Price names, early-birds, drop-ins, pay what you can, hidden places.
Retreat rooms — Room types, extras for singles, camping, and who is in which room.
Courses over several dates — Sessions, selling a course whole or by the date, closing the full price.
Events in your calendar — Every class, course date and retreat in your Google, Apple or Outlook calendar, kept up to date.
Discount codes — Codes you give people for money off, ticked on the events they're for.
Booking questions — What people are asked while booking, and the mailing-list question.
Terms & conditions — Refund policy, optional terms, several sets, copying a set.

Bookings & money

Bookings — What happens when someone books; check-in, client cards, refunds.
1-1 calendars (1-to-1 bookings) — A diary people book sessions from; classes hidden automatically; Google or any calendar.
What a 1-to-1 guest sees — Picking a time, paying or asking, and moving or cancelling — from the guest's side.
Bringing bookings across — Moving from Eventbrite, Bookwhen, Workshop Angel or a spreadsheet: importing people already booked.
Waitlist & applications — Events people apply for, and approving them.
Instalment plans — Paying in stages: changing a schedule, marking a payment as paid.
Solidarity fund — The box on the booking form, who sees it, the give-to-the-fund link, and funded places.
Passes & memberships — Memberships and class packs: selling them, and booking with one.
Pass holders & renewals — Who holds a pass, adding people by hand, failed payments, cancelling, refunds.
What a pass-holder sees — Buying, signing in, booking with a pass, and managing it — from the guest's side.
Taking payments: Stripe — Connecting your Stripe account, and the platform fee.
Your emails — The automatic emails' wording, who they come from, the log.

Your site

Site settings — Branding, home page, the admin's look, features, contact page.
Website pages — About, Venue and other pages in your site's menu.
Your team — Giving someone else a login: a second full admin, or check-in only.
Keeping it safe — Two-step login, what guests can do themselves, health answers.
Your tools — Downloading a backup, sending a test email.

Reference

Plain-English glossary — What the words in the admin mean.