I've had my LoveAdmin training calls, what are my next steps?

Here’s a handy list of recommended next steps and articles to help get you move forward after your account handover and training calls

 

 

Access to your online account

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

Learn about the LoveAdmin System Settings

If you haven't at this point, make sure you've watched the Settings training recording available here. Understanding the different system settings is crucial for maintaining control over the activities on your LoveAdmin account.

Connect your chosen Payment Providers

GoCardless or PayPal

Before you can get going, you may need to have your payment providers connected and set up. If you’re using GoCardless or PayPal, take a look at our help articles below to see all the information you’ll need to get that setup:

https://help.loveadmin.com/how-to-set-up-your-payment-providers

https://help.loveadmin.com/why-do-my-products-have-no-payment-provider

London & Zurich

If you've chosen London and Zurich as your payment provider, make sure that any forms that you’ve been sent have been completed. Once done, we'll activate your account. You can verify its activation by logging into pro.loveadmin.com and navigating to Home > Settings > Organisation > Payment Provider > London and Zurich.

If you haven't filled out the required forms for London and Zurich yet, please reach out to us at theteam@loveadmin.com, and we'll promptly send them to you to facilitate the activation of your account.

Are your 'On Product Purchase Emails' turned on?

When a contact purchases a product, they can be sent an "On product purchase" email notification; a nice way to acknowledge a registration or payment.

To design the template as you wish, head to Settings > Communication and edit the system template for "On product purchase".

Just in case...

Product adjustments

Need to add a product last minute, or adjust some product settings? 

How do I add products?

Schedule adjustments

If you need to make any adjustments to your schedules, here are a few articles that will help you:

How do I set up a schedule?

How do I copy a schedule?

How do I add close dates to a schedule?

The final roll-out

So, everything is ready to go, what’s next?

For new customers and brand-new registrations

Your customers will need your shop link to get started with registering /purchasing your products.

How do I link people to our shop?

For pre-uploaded members

If you have uploaded your members onto the system already, you’ll need to either invite or add them to the products you wish. For full information on product invites, click below.

How do I add or invite people to products?

 

Let's get underway!

At this point you should be ready to get underway. Remember if you're having any other issues, just contact the team; we're here to support you and help you achieve your success goals.

 

Welcome to LoveAdmin!