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William Swan-Bell

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Articles

Recent activity by William Swan-Bell
  • Configure custom partnership statements

    This guide shows how to set and customise a partnership statement which will be included after the Terms & Conditions blocks for end users on the membership sign up and booking checkout flows. Time...

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  • How to create a Membership Referrals (Refer a friend)

    This guide provides step-by-step instructions to create, publish, and manage a membership referral programme in Flow. Time required: 2 minutes User role: Administrator Module: PromotionsOverviewMem...

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  • Integration: Microsoft Business Central

    This guide provides step-by-step instructions to setup and configure a third-party integration with Microsoft Business Central in Flow. Time required: Less than 10 minutes  User role: Administrator...

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  • Integration: Xero

    This guide provides step-by-step instructions to setup and configure a third-party integration with Xero in Flow. Time required: Less than 10 minutes  User role: Administrator  Permissions: Data st...

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  • Generating Invoices for Block Bookings (AV2)

    This guide provides step-by-step instructions to generate invoices for block booking occurrences in Flow. Time required: Less than 5 minutes User role: Administrator with Activities V2 access Modul...

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  • How to bulk restore users

    This guide provides step-by-step instructions to bulk restore users from Moves+ Time required: Less than 5 minutes  User role: Administrator  Module: Moves > UsersOverviewUsers can be restored in b...

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  • How to bulk delete users

    This guide provides step-by-step instructions to bulk delete users from Moves+ Time required: Less than 5 minutes  User role: Administrator  Module: Moves > UsersOverviewUsers can be deleted in bul...

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  • Setting Up Google Tag Manager (GTM)

    This guide provides step-by-step instructions to setup and add Google Tag manager to the customer facing pages of Flow. Time required: Less than 10 minutes  User role: Administrator  Module: System...

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  • Account Linking (Creating & linking a new dependant online)

    SummaryManaging a busy schedule just got a lot easier with creating & linking a new dependent online. Once enabled, your primary members can:✅ Create dependent accounts (e.g. for children)✅ View an...

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  • How to use the Promo or Referral Code via Front of House.

    SummaryThis guide explains how to apply Promo Codes through the Front of House module.Key Notes:Promo Codes are not case-sensitive, so they will work regardless of whether they are entered in upper...

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