Guides For Users and Administrators

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Using KeepTrack

Answers to questions concerning everyday use of KeepTrack

Send emails from Dashboard

Year-end - Turnover - Periodization

How do I handle rejected payments in QuickPay?

How do I send text messages/SMS?

How do I find an invoice when I only have the invoice number?

How does dedicated makeup groups/activities work?

How do I inform customers registered on automatic perpetual activities?

How do I make daily changes to instructors' schedules when staff is sick and the like?

How do I change the password for an online user?

How do I get my invoice as PDF?

What is the Dashboard?

How do I switch group on activity?

How do I change individual lesson times in an activity?

Max participants on activities

Jump between 'Person' and 'Activity' - Shortcut

What's the instructor type for?

Profile pictures under 'Person'

What's the easiest way to register all participants for the next term?

How do I export data to an external program?

How do I register cancellations or makeup lessons as a super-user?

Where can I find business data and statistics?

What's in the 'Star Tracker'?

Front-desk Star Tracker

Schedule in the Star Tracker

Terminate registration in the Star Tracker

How do I use 'My Plan'?

What's in the 'My Bookings' for logged in online users?

How do I hide Qualifications from 'My Bookings'?

What can I do in 'My Payment Options'?

How do I take payments over the counter?

How do I find a list of birthdays?

How do I send out many invoices or reminders?

Where do I find an overview of the total registrations?

How do I send an e-mail to all my registered customers?

How do I register a participant on an individual lesson?

What do the colors under Person-Registration mean?

How do I make a general waiting-list?

How do I enter information in the invoice?

How can I get multiple registrations on the same invoice?

What information is shown in the online booking schedule?

What are my rights in the 'staff' account?

Can I register holidays and other periods where the business is closed?

Calendar does not start on a Monday/Sunday?

The user is logged out after some time?

I want to see a chronological list of todays classes!

I do not see any content at www.keeptrack.dk

How do I use the search function / How do I search for a person?

How do I set up a new class/activity?

How do I search comments and the like?

How do I register attendance history?

Discount - How does that work?

Error when I try to register new person/mobile/e-mail?

How do I change the instructor for one or more lessons in an activity?

How do I enter or adjust the age restrictions for activities or groups?

How do I register a new customer?

How do I register a customer for an activity?

How do I un-register a participant from an activity?

How do I switch a customer from one activity to another?

How do I copy customers from one activity to another?

How do I manually register a payment from a customer?

Can I add a reminder fee to reminders?

Refund - A customer has paid too much or needs a refund. What do I do?

Start-up and Other Global Settings

Get going with the setup and administrative tasks of your KeepTrack tools

Handle your user accounts

Contact form on your online booking

How do I access my database?

After login what am I looking at? (Super-user and Dashboard)

Perpetual activities automation

How do I handle internal/staff activities?

Where do I find data for salaries?

Group headers for sorting the online schedule

How do I sell products online?

How do I get product images online?

How do I start the automated membership feature?

How do I open up for makeup lessons?

What does the Timetable show?

Which colors can I use for group or area?

Do you have 'manuals' for promoting tools for staff and customers?

How do I enter a new facility?

How do I get started with online booking?

Is there a cheat sheet or somewhere I can see all common features?

Are there different kinds of user accounts?

How do I handle employees in KeepTrack?

How do I register a new group?

How do I use 'Qualifications' under Group?

How do I handle VAT?

Who is charged when running direct debit via Credit Card?

Technical Stuff

Information and answers to technical and legal questions

GDPR compliance (companies with EU customers only)

Do you track our end users?

How do I get started with credit cards and other payment methods? QuickPay

How do I place my online booking and schedule on my website?

How do I start with airport style 'Timetable'?

How do i get the instructor images into 'Timetable'?

How do I prepare the group images?

Email problems/customers do not get our mail?

How do I read the OCR code?

How do I import payment files?

SEPA Direct Debit

Which iPads/tablets do you recommend for the staff?

Do you have a link/URL directly to a person or an activity?