Introduction
First steps
Welcome to Omoplata. This page is the complete setup of your club -- split into ten steps that build on each other.
Your dashboard always shows you what is next. Here in the documentation you get the full instructions for each of those points. You tick a step off in the dashboard and move on to the next one.
Where you are right now
How you enter this list depends on who handled your onboarding.
We already handled your onboarding
Then your data is already in Omoplata. Please check the following points for accuracy and fill in anything that is missing. You do not have to build anything from scratch -- you walk through the list once and confirm that everything matches how your club actually works.
Handling your onboarding yourself?
Then please stick to the order given here. The steps build on each other and should be done in this order -- a class needs a venue, a discipline and a member group, and those have to exist first.
The ten steps
1. Configure your club
The biggest step: general details, member groups, disciplines, graduations, venues, classes, fees, membership plans, payment methods, billing and notifications.
2. Add your contract details
Club information, terms and conditions, required checkboxes and one contract text per member group.
3. Check or add members
Check the imported members for completeness, or add your existing members yourself.
4. Connect your bank account
Connect your account via FinTS so Omoplata can send SEPA direct debits to your bank.
5. Clear your direct debit limit
Check with your bank that direct debit collection is enabled and that your submission limit is high enough.
6. Connect your email account
Send automated emails from your own club address so members can reply directly.
7. Invite your team
Create accounts for trainers and staff, and use roles to control who can do what.
8. Set up the member app
Configure the app, put up the check-in QR codes and show your members how to get started.
9. Connect your website
Embed trial sign-up and your timetable in your website so prospects land straight in Omoplata.
10. Send your first direct debits
Check your transactions, create your first bank submission and send it to your bank.
And after that?
Once setup is done, day-to-day work begins. That is what the how-to guides are for -- short recipes for the tasks that keep coming back: registering a new member, generating invoices, tracking attendance, following up on leads.
If you want to know how a single screen works, you will find it under Sections; every setting in detail is under Configure.