Learn with Union: A Guide for Admins
We've created a training video for you and other admins on your team to help familiarize your with the Union software! The video gives some general use cases that could be helpful and introduce the Union lingo. We know there's always questions that come up so don't hesitate to reach out to email@example.com for any questions. Below, we've outlined the video that provide additional links to videos and support articles for deeper education!
Admin Training Agenda
- Your Union public page
- How to navigate Union with an admin role
- Check-In & Registration
- Union's Register
- Working with a Member's Account
- How to start a livestream, external video call, and Union Video Call
Setup your Teacher Union Profile
If you are an admin who is also a teacher, please be sure to complete your setup tasks by creating your teacher profile. Friendly reminder; Twitter and Grams you can use your handle. Facebook, you will need to add your complete URL. Please visit Add a headshot & bio to your Union account article for detailed guidance.
Your Org's Public Page & The Customer Experience
Union will help familiarize you with the Public page and what the customer will experience. If your customers have any questions on how to register for a class or access a replay, you can encourage them to use some of our helpdesk articles or reach out to firstname.lastname@example.org. Please know, the support team may request assistance from your team. To learn more about what Union support can assist with, please visit Union Customer Support Scope.
Additional references from the video:
- Enable Vaxguard
- Learn how to Customize When your Students Can Enter a Virtual Class.
- Gift Cards in Union
- Support Articles for your Customers
Your Admin Dashboard
Learn how to read your admin dashboard. Your admin dashboard will typically show the next three upcoming performances and you'll be able to have a quick glimpse of your stats! We also show you how to access our support articles and videos along with the best way to reach out to the support team or how you can register for group office hours!
The Registration Page & Checking In Students
Learn how to access your registrations and how to quickly check students in. We also go over the cancelation options too! Be sure to visit our support video tutorial that showcases the self-service check-in option!
Add Attendee (Register a Student)
We discuss how to quickly add attendees to a class using Union's Express Add Attendee Feature. This feature is best used for existing members who have an existing pass/subscription or have a credit card on file. In the training video, we also show how to use the register if you have a new customer or need to attach a new payment option.
If you would like to turn off comps for the Express Add Attendee feature, please visit Turn Off Comps for Express Add Attendee.
Watch our video to learn how to add a student to a past performance.
Notify Your Students
Union offers a quick and easy way to send a quick message to all of your students! This awesome feature is called Notify Attendees.
Edit a Performance
Do you need to change a teacher for a class? Maybe you need to change the attendance type for a performance! Or maybe you have a class that needs a different name and description! All of these edits can be made at the performance level.
Changing a Performance Registration Type (Attendance Type)
If you need to change the performance registration type, learn how you can quickly apply these changes along with updating your customers registrations so you don't need to send them a new link or have them re-register!
The register is an easy way to complete an order for your customers whether you’re registering your students for events, apply discounts to passes, attach a subscription trial, or even attach a replay to their account! You can always access Union’s register by clicking the register icon in your gradient menu bar. In this section we discuss some common features and flows in the register.
References from the video (all articles contain a direct link to a quick replay if you need a reminder at any time):
- Add Attendee to a Series Event (Training or Workshop): If you need to register a customer for all performances in an event (i.e. Training or Workshop).
- Add a Free Trial Period to a Subscription: If you need to apply a free trial subscription.
- Apply a Discount to a Pass or a Subscription: If you would like to offer your customer a discount without creating a new pass type!
- Attach a Replay in the Register: If you would like to register your customer for a replay.
Working with a Member's Account
In this section we'll cover how to read your member's Union account along with some handy dandy features that could be useful for you and your business.
References from the video:
- Add a Note to an Account: If you need to add any internal notes about the customer.
- Edit a Customer's Account Details: If you need to help assist them by updating their email address or name. *Note: you can only change a customers account if they belong to your org only.
- One-Time Charge: Union allows admins to add a one-time charge.
- Edit a Customer's Pass: If you need to make changes to one account.
- Edit a Customer's Subscription: If you need to make changes to one account.
Union Account Balances
Account Balance's is stored credit on your customer's account whether from a refund or manually applied by an admin.
Cancel and Refund a Pass
Learn how to Reverse Refunds to Account Balances.
Cancel and Refund a Subscription
Day of Livestream
Currently, Union offers three different ways to livestream your classes. The view from your dashboard in Union will be the same, but please select the appropriate article that matches your business' setup.
- Day of Livestream with Larix Broadcaster. If you or your teachers would like to do a dry run, please visit, Livestream Test with Larix Broadcaster.
- Day of Livestream with Union Broadcaster App. If you or your teachers would like to do a test stream to make sure they feel comfortable, please visit Create a Livestream Test Event and Livestream Test with Union Broadcaster.
- Day of Livestream with OBS. If you'd like to try a test stream, please visit Livestream Test with OBS.
We've also created a support article called Teacher Tips for Great Livestreams! This provides some helpful reminders and suggestions that we've gathered from other teachers on the platform!
Access Your Replays
As an admin, you have the ability to edit, publish, and delete replays from your video library. Some common edits that are made are the name and description. This helps give more context to what the class is for customers! In this section, we discuss how you can edit your replays that were livestreamed!
As a reminder, if your customer was registered to attend a livestream, whether they attended or not, they will have access to the restream for 24 hours. On the reverse side, if your replay is published to your public replay library and your customers access a replay, by default, they will have 48 hours to access the video media content.
To learn more about how to upload a new replay that wasn't associated to a live class, please visit, Upload a Replay.
Day of External Video Call
If you are using an external video conferencing platform like Zoom, your admins will have already added a Zoom link for all of your appropriate schedules. Please visit Day of Video Call Article to see what this experience will be like!
Zoom Users Note: When you join your video call from Union, you will need to be sure you're signing in with the correct credentials to gain host privileges for Zoom. We have seen some teachers who sign in with their personal account and are unable to record the class or mute/unmute students.
Upload a Replay to Your External Video Call
If you need to upload a replay for a class that was held on a video conferencing platform (i.e. Zoom), we'll show you how quick and easy this is! To learn more about how to upload a new replay that wasn't associated to a live class, please visit, Upload a Replay.
Day of Union Video Call
Union's Video Call feature will allow 16 people to have video and audio during your class. On the setup page, you'll have the option to record the class. If a recording is desired, this will automatically create a replay for you so no uploading is needed! Please visit our support article and video tutorial to learn more about the features it has to offer!
How to Get Help
We all need a little help sometimes! Luckily, being available to assist teachers and studios is one of our top priorities here at Union. We recommend using key word searches in our Helpdesk docs. We have tons! While most of our video tutorials are always included in the related article, you can also go directly to the source!
It's easy to reach out to us–just click the support button against your user tool bar (white) or send an email to email@example.com. You'll always get a member of our team, and we'll do everything we can to respond to you within 2 business hours. For us, business hours means:
Mon: 9am - 6pm ET
Tues-Fri: 9am - 1pm ET & 2pm - 6pm ET
Sat/Sun: 10am - 3pm ET