Adding new facilities

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Each new facility must be set up in Udio from Settings. Click on the Settings Section.

Facilities – Configure Facilities

  •       Add New Facility
  •       Name of facility
  •       ABN (if applicable)
  •       Update Timezone
  •       Click Confirm
  •       Add Contact details of address, phone number and email address
  •       Add Resources (lanes)

Repeat for each Facility

Facilities – Configure facility closure days

Either Edit the closure days to add the new facilities or ‘Add New Closure Day’.

Courses & Programmes

Add Programmes and Courses if not already in Settings, as well as any achievements, disciplines and awards.

Scheduling – Configure booking types

You may need to add a booking type if courses have been updated to include courses like Lap or Public Swimming, Aqua etc

Packages & Purchasing

You may need to add Voucher types if you have added Programmes and Courses that require this, again this is for Public Swimming and Aqua.

Cancellation rules will only need to be updated if new Courses have been added.

Configure packages, pricing and availability

You will have all the packages set up unless you have added a Course, if this is the case you will need to Add a Package and enter the Pricing option.

For Packages that have already been created, you just need to ‘Manage pricing’. Against the package click on ‘Manage pricing’ – ‘Add New Pricing Option’. Click on today’s date and enter the amount of $0.00 and add the facilities.

Please note: after the initial add the customers to the bookings, you will need to come back to add the correct pricing.

Payments

When you have your Payment Gateway credentials, please email support@udiosystems.com

Discounts – Configure package discounts

If the discount package is the same as existing facilities, edit the existing family discount and add new courses and the Facilities.

If there is a different package discount – Add New and complete the information.

Account – Noticeboard

For new facilities ‘Add New Board’, create the name of the facility and add your Background image.

You will also need to add prices and any items for Point of Sale.

Product Catalogue

All stores – Add New Store. Select the facility, name it the same as the facility as well as ‘Allowed suppliers’.

All suppliers, categories, brands and product attributes – add if there are new suppliers, categories, brands and attributes.

All products – add new products. If using existing products click on ‘SKUs’, enter the retail price for the new facilities. Prices can be different at each facility.

To add the stock count, click on ‘All stores’ and then the facility – Stock – Adjust Stock – search on the stock item, add the count and a note. Click Confirm.

To add a general discount, from Settings – Discounts – configure general discounts. To add to an existing discount, click on the name – Edit – tick the facility and click ‘Confirm’. To add new discounts, click on ‘Add New Discount’ – enter the name of the discount – the % amount and tick the facilities applicable and click ‘Confirm’Moved