After your Pike13 site has been stamped out, it's important to add your unique site information, schedules, and settings to ensure a seamless experience for both you and your clients. Below are the typical settings most owners will need to review and update.
1. Contact Information:
- Navigate to Settings > Advanced Settings > Contact Information to update your business email, phone number, and other contact details.
2. Local Tax Rate for Merchandise and Services:
- Navigate to Settings > Advanced Settings > Sales Tax (under Checkout) to configure your local tax rate for merchandise and services.
3. Welcome Email (optional):
- Customize your site's welcome email by navigating to Settings > Advanced Settings > Welcome Email.
4. Email Settings:
- Tailor your email settings to meet your specific requirements by going to Settings > Advanced Settings > Email Settings.
5. Create Staff Members and Assign their Roles:
- Add staff members and assign roles to them by navigating to Staff > + New Staff Member. Ensure you understand the access and permissions associated with each staff designation, ranked from lowest to highest: Limited Staff Member, Staff Member, Manager, Owner.
6. Create Pay Rates and Assign Staff:
- Define pay rates and assign them to staff members in Settings > Advanced Settings > Pay Rates. Refer to a walk-through guide for this process if needed. Configuring Payroll
7. Update Staff Profiles:
- Customize your staff profiles by following these steps:
- Edit your Staff Profile: Go to Staff > [your name] > Edit Profile.
- Complete your Bio: Decide if you want to be a client in the system. Note that you need a client profile to enroll in training sessions or appointments.
- Decide to show on the Pike13 website or not: If you choose to show your bio and photo on the Pike13 website, clients can view them.
- Add your Photo: In Staff > [your name] > New Photo, you can add a photo that will be visible to clients if your profile is set to show on the website.
- Set your Appointment Availability: Configure your availability for private training sessions (called Appointments in Pike13) by navigating to Staff > [your name] > Appointment Availability.
- Update your Notification Settings: Customize how you receive notifications by clicking the bell icon at the top right of any Pike13 page, then selecting "Settings" to review and configure your notification preferences.
8. Set up your Classes and/or Course schedule:
- updating passes and plans. Ensure you also configure group rates for plans and passes.
10. Pike13 Website:
- Configure your Pike13 website by adjusting client-side layout and navigation tabs.
By regularly updating these settings and schedules, you can ensure that your Pike13 site remains accurate and efficient for your business and clients. For more detailed instructions on each of these tasks, refer to the relevant sections in Pike13's help documentation or reach out to Pike13's support team for assistance.