Booking customer in from your legacy system

Print out your session sheets of booking information from your legacy system, starting with one day. Go to the Sessions screen of Udio and match up the session times and series code. Write the Udio series code on the matching session on your legacy sheets.

In Udio go to Sessions and filter on the day and time frame (you break it into morning and afternoon slots).

Ensure your package pricing has been added with a $0.00 amount.

Locate your first session

•       Click on ‘Add Student’
•       Bookings for Series
•       Find People
•       Type in the first name and click ‘Select’
•       Type the second name in and click ‘Select’
•       Repeat for all swimmers in that class
•       Click ‘Proceed’
•       Click on the relevant package for the swimmers
•       Untick ‘Send Email’
•       Proceed
•       Confirm New Bookings

The names of the swimmers will appear on the next page listed under People.

When all customers have been booked into Udio ensure you update your packages to the correct pricing.

To add an outstanding balance to an account

Go to the Billing Account of the person owing money

•       Scroll to the bottom of the page and click on ‘Add New Charge’
•       Complete the fields
•       Ensure in the Description you reference this is money owed from your previous system
•       Remember to update the Category so when payment is taking the correct category is paid to.
•       An invoice will be created and payment can be made against it
•       An outstanding balance will now appear on the billing account and payment can be made by clicking on ‘Make Payment’