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.

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

Click on each block to be directed to each task with ease. You can always gain access to each task from your admin dashboard (gradient toolbar).

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. We recommend not to use a personal number as this is on your public page. If you do not want a phone number listed, you do not need to add one.
• Customer support email. We recommend a business email like an info@ account. This will be on your public page.

• Business Address.

  
  

Check out our video tutorial for easy steps on adding details about your business!

 Here's an example of where your public About page.

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. You can have many locations and each location can hold multiple spaces. A space in Union could be having multiple rooms in a studio. 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 the 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. If you would like to visit our video tutorial, click here.

Some common examples to get you started with some event categories could be Classes, Workshops, and Trainings. If you would like to visit our video tutorial, click here.

How Passes & Categories Work

How to Create an Event Category

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 attend later. Passes are one-time payment pricing options.

Examples include

1. Class Packages (i.e.10 Class Pass) that can be used one by one in the future

2. Unlimited classes for a month (non auto-renewing)

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

Subscriptions enable organizations to create offers to customers they can 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. The person will need to accept the invite in order for their account to be accessible in your Union account.

For your teachers and staff members, we advise that you Create Account on Behalf Of which will immediately create a new Union account associated with your org. This allows you to work with their Union account straight away which you will need in order to build your schedules. 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. In Union, an event can be classified as a weekly recurring class (i.e. Vinyasa Flow, Yin Yoga), a workshop, or a training.

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). Below are some references to get you started for building your class types.

• Create a Union Event and see our video tutorial here
• Create a Union Video Call Schedule
• Creating a Password Protected Zoom URL
• Create a Video Conference Schedule
• The Difference Between a Pass and a Ticket
• 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.