New to LoveAdmin but not sure where to start? Just follow our quick start guide and you'll be up and running in no time!
Administrator login
To sign in as a LoveAdmin administrator at any time, use the following URL: https://pro.loveadmin.com
Member/JoinIn login
Your customers access their online accounts via JoinIn, which has a separate URL:
https://app.joinin.online
1. Apply your organisation settings
Your Organisation settings are found under Home > Settings > Organisation
The Organisation section allows you to apply fundamental organisational-level settings, such as your billing period, tax rates, registered addresses and payment provider(s).
- How to set up your Address Book
- How to link your payment providers
- How to set your sales tax rate (VAT)
2. Add your products and schedules
Anything you offer to your customers that will require registration or payment will need to be set up as a product. Examples of products are memberships, subscriptions, classes, events, merchandise and fines.
Once you have added your products, you can then choose to assign schedules, including any dates when you are on holiday, and discounts.
- How to add your products
- How to add schedules to classes, sessions and events
- Add your exclusion/holiday dates with custom calendars
Tip:When setting up your products, consider using product groups to organise related products efficiently. Think of this as creating folders on your computer to group similar products together for easier management.
If you have various products with the same pricing, billing, waiting list type, age restrictions, consent requirements, and discount settings, adding them into a product group means you can apply these settings once at the group level. This ensures that all products within the group automatically 'inherit' the same settings.
3. Add your registration forms and consents
When your customers choose to register or pay for a product they will be required to create a JoinIn account. JoinIn is the brand name your customers will know LoveAdmin as.
As part of this sign-up process, Joinin requires people to enter a set of personal information, and these personal details will be shared with you at all times. This process avoids you from having to repeatedly ask the same personal questions and create needless registration forms.
With users in control of their personal data, the responsibility of managing personal data sits with the person who owns the JoinIn user account, thus helping your organisation to meet your GDPR and data protection obligations.
4. Import your contacts (optional)
If you plan to import data for your existing members, this can be done via a bulk import.
Data imports will be managed by your project leader as part of the onboarding process. For more information, please contact theteam@loveadmin.com.
5. Preparing Your online shop
By this stage, you should have now created your products and have these ready to offer your customers. Before customers can find your products, however, you will need to link the products to relevant sections in your online (JoinIn) Shop.
The online shop is the primary interface your customers will engage with to register for products and make payments. Once your shop is ready, you can start sharing the link to drive customers.
6. Preparing your communication templates and notifications
LoveAdmin comes prepared with an email communication and marketing tool to help you professionally communicate with your customers.
LoveAdmin already includes a host of ready-to-use email templates but also allows you to create your own unlimited template library.
System templates are automatically sent from LoveAdmin when certain system events occur, such as when a person purchases a product, or when an invoice is raised.
- How to setup your email headers and footers
- How setup create and manage your email templates
- How to send emails to your contacts
- Enabling and routing your notifications
Note: If you have any problems with the steps below, remember you can always contact the team. Send any onboarding-related queries to theteam@loveadmin.com, or if your requirement is more urgent you can reach us between 09:00 - 17:30 Monday - Friday on 0330 818 8536.