Common Setup Queries

Navigate to the ‘Sessions’ page and click Attendance’
Use the Filters to produce a specific list of sessions and students in those sessions.
Click ‘Filter Sessions’ and when ready, right click on your mouse and Print.

Go to the person’s profile page who you wish to remove from a billing account.
Click on ‘View Account’ to enter into the Billing Account.
On the right-hand side, you’ll see a list of all the people on the billing account. Next to the person who you wish to remove, click on the trash can symbol and then click ‘Confirm’.
Navigate back to this person’s profile page and click on ‘Add Billing Account’
Once this new billing account has been created, you can add more people to the account by clicking ‘Add Person’ at the top of the page in this new billing account.

Go to the People page of the person you are wanting to remove from the billing account
Remove any booking
Click ‘View Billing Account’ to go to the billing account
Reverse any outstanding invoices for the person you are removing
Delete the person’s name from this Billing Account
Click on the People tab and search on the person’s name that is already on the correct billing account
Click ‘View Billing Account’
Click ‘Add Person’, then ‘Find Person’ and find the individual you removed from the billing account earlier. Select their name and then click ‘Confirm’
You now need to re-add the booking you removed earlier.

Navigate to ‘Settings’ and then to ‘Import Person Data’
Copy your data from a spreadsheet into the ‘Source Data’ text box.
Tick ‘Use First row as headers’ if your first row of customer data is the headers that describe what the column data is.
Tick ‘Blend Contact Details’ if you want Udio to automatically assume customers with any of the same contact details are related and to place them into the same billing account.
Click ‘Confirm’
You will then be asked to identify what each column of your data represents. If your First column is the First name of your customer you would select ‘First name’ from the dropdown box. Repeat for all columns. The data in the blue next on the right hand side are examples of the data in that column.
Once complete, click ‘Confirm’, you will see a confirmation in blue at the top of the page.
Important: Spend some time checking the data you’re importing is correct and filled in. Failure to do so will result in time consuming data entry in Udio later.

To add a staff member, follow the same process as adding a customer.

Navigate to the ‘People’ section, type in the name of the Staff member and click ‘Add <name>’
Fill out the staff member details and click ‘Confirm’
If you wish to give the staff member their own login to Udio (recommended) add an email address by clicking ‘Add Detail’ then ‘Email’
You’ll then need to click ‘Login’ and then ‘Manage login access’
Tick the ‘Permit Login’ check box and select their email address for ‘Login Email’
Select what permission group access you want this staff member to have and what facilities they should have access to and click ‘Confirm’
When the staff member arrives at the login page for the first time, they should click ‘Set or reset Password’ and then enter the email address that you added for them in Udio.
They will receive an email to that address containing a link to a new page where they can set a password.
After they’ve confirmed a password, the staff member can login using their email address and password and will have access levels for the permission group you set earlier.

Navigate to the ‘Settings’ page and then to ‘Configure Email Templates’
Click ‘Create New Template’ and select ‘Account Notification’
Name the template in the first text box
In ‘Email Subject’ write a short line that will appear in the emails subject line.
Write a message explaining the process.
Use the Insert ‘Template Tags’ dropdown to select: {{customer_accounts_signup_link}} which will generate the link that your customers need to click on in order to create an account.
When complete, select ‘Confirm’to save the template.
Now go to ‘Settings’ and then ‘Send Emails and Export Addresses’
Use the filter to determine who you would like to send the email to.
Once you have the list you wish to send to, click on ‘Send emails to list’, and select the email you have just written.
Then select ‘Confirm’ to send the email. You will see a notification message at the top of the page saying, “Your mass email send task has been added to the queue”.