Union's Setup Tasks

Union has outlined some basic tasks to help get you started in creating your org. Once you sign into your Union account, you will be brought to the admin Dashboard. Be sure to check out our replay library for access to all of Union's Setup Tasks here!

To get started, on the left side of your screen, you'll see the following tasks:

Click on each block to be directed into each task with ease. You can always gain access to each task from your admin dashboard (Public Page | Dashboard | Events | People | Reports | Settings Icon).

Review your Information:

This is your business information, here you’ll want to add the following:

- Your Logo

- A description for your About page

- Business phone number

- Customer support email

- Business Address

Also see our video tutorial for adding details about your business. 

Create a Location/Space:

A location and space are required for each schedule you build and in Union, you can save these details ahead of time.

Click to learn more about Location(s) & Space(s) and see our video tutorial

Configure Bank Account:

Until you create or connect a Stripe account, you cannot publish (or save) passes and subscriptions. We have found it in org's best interests to have Stripe set up prior to your onboarding call.

Check out How to set up Stripe in Union

Create an Event Category:

Event categories are the link between passes your customers buy and the events they have access to attend. In addition to linking passes to events, event categories can be filtered and displayed separately on an organization’s public-facing Union page.

During the process of creating passes or events, orgs will be given the option to assign them to any/all of their event categories.

How Passes & Categories Work

How to Create an Event Category

If you would like to visit our video tutorial, click here

Create a Pass:

Passes tell Union to grant customers access to categories of classes and events. They allow customers to pay you for access up-front, and decide what to actually attend later. Passes are a one-time payment.

Examples are:

1. Packages of 10 classes that can be used one-by-one in the future

2. Unlimited classes for a month

3. Drop In

Learn How to Create a Pass and see our video tutorial to learn how to create a drop-in! 

Create a Subscription (not on the task list, but helpful for reference):

Subscriptions enable organizations to create offers to customers they are able to register for and pay monthly through automatic payments.

From your admin dashboard, hover over Events and click Subscriptions. Learn How to Create a Subscription and see our video tutorial to learn how to create an unlimited subscription.

Invite a Teacher (or Create Account on Behalf of):

The invitation tool enables organizations to quickly invite Admins, Teachers, Front Desk, and Attendees to create their Union account.

You can also Create Account on Behalf Of which will immediately create a new Union account associated to your org. This allows you to work with their Union account straight away. *This is recommended for adding your teachers as you can begin to create their schedules without needing to wait for them to Accept the invitation.

To see this in action, see our video tutorial.

Create an Event:

An Event in Union is a top-level description -- its name, photo, and what types of payment it accepts.

Each Event holds Schedules that define when it occurs, and each instance of an event is called a Performance (what you might call a class, workshop, or training).

1. Create a Union Event and see our video tutorial here

2. Creating a Password Protected Zoom URL

3. Create a Video Conference Schedule

4. The Difference Between a Pass and a Ticket

5. Creating a Donation Style Ticket

Congrats! You've completed your Setup Tasks! 

Once all of your tasks have been completed, click the [x] to close out the list! Moving forward, you will use the admin dashboard.

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