Udio Training Manuals
Welcome to Udio
Our handy training guides are designed to walk you through Udio’s core features that you and your staff will typically use on a day-to-day basis.
The guides provide step-by-step instructions as well as annotated screenshots so you can learn at your own pace and refer back to any section as and when you need to.
If you have any questions about the guides or would like to learn more about a certain feature or function, please send us an email at support@udiosystems.com.
Find out more about each guide below, then click the link to open in PDF and download/save to your computer.
You can also access our YouTube walk-through videos as well as the help centre within Udio for additional guidance.
This guide will walk you through Udio’s core features that are typically used by reception and front desk staff on a day-to-day basis. It includes:
- Customer enquiries (e.g. billing accounts, vouchers, sessions/availability)
- Adding and editing (e.g. contact info, health issues, bill payer, achievements)
- Attendance (e.g. checking a customer in, taking payment, issuing make ups)
- Bookings (e.g. new sessions, make ups, assessments, re-enrollments)
- Adding and inviting customers to the waiting list
The manager manual will walk you through day-to-day managerial tasks, such as how to:
- Create/edit sessions for term-based/perpetual programs, assessments and school holidays
- Bulk move students
- Add/replace staff members
- Apply a credit, reverse an invoice and track payments
The supervisor manual walks you through the dashboard, followed by supervisor tasks, such as:
- How to view session details
- How to maintain contact with parents/caregivers
- How to deal with customer queries for a range of events
With Udio's inbuilt email platform, you can send emails and SMS' - in this guide, learn how to:
- Configure email/SMS events (e.g. first booking in course, new invoice, course completion)
- Create email templates
- Set up and send SMS
- Send/cancel bulk emails
In this step-by-step guide, we’ll walk you through how to set up Udio for your business, including:
- Configuring facilities and closure days
- Creating programs and courses
- Configuring booking types, voucher types and cancellation rules
- Adding packages, pricing and availability
- Setting up customer accounts
In this manual, we’ll walk you through how to introduce Udio and the portal to your customers - the easiest way to do this via email and we'll give you a template that you can copy, paste and edit.
Download customer portal manual
Note: We also have a customer portal guide specifically for your customers navigating the portal. Feel free to share this with them to make the process as easy and straightforward for them as possible.
Udio offers an integrated POS system, with a full inventory and stocktake. In this manual, we’ll walk you through how to set up POS, covering:
- How to add a new supplier, store, category and brand
- How to add a new product, SKU code and price (wholesale and retail)
- How to conduct an initial stock count
- How to identify and reverse unpaid invoices
In this manual, we’ll walk you through how to set up and use the operations module, which currently includes the pool test log and covers:
- Adding a new pool
- Creating parameters and schedules
- Setting a default value
- Adding swimming pool limits
- Recording and viewing measurements
Learn how to roll over your term, with this step-by-step checklist that includes:
- Emailing your customers (example template included)
- Updating customer information
- Disabling automatic emails and payments
- Adding facility closure days
- Updating pricing
- Creating the new term
Once the production environment is up and running, perpetual businesses should read this guide which covers:
- Importing your data
- Creating your timetable
- Booking customers into a session
- Transferring/adding debits and credits to accounts
Now that the production environment is complete, term-based businesses should read this guide which covers:
- Importing your data
- Creating your timetable
- Booking customers into a session
- Transferring/adding debits and credits to accounts