The "Quick-start" series of articles enables you to go from setting up your providers and centres to set up fees and rooms in a few short steps.

Quick-start 1: How to Add Providers?

Quick-start 2: How to Add Centres.

Quick-start 3: Set up Your Billing & Invoicing Settings.

Quick-start 4: Set up your Direct Debit with QuickPay.

Quick-start 5: Set up Your Sessions & Fees

Quick-start 6: Set up Your Rooms

If your organization is new to Storypark Manage, you will need to run the onboarding wizard first.

Before you get started:

It is possible that your Storypark Manage Client Services contact may have already run the onboarding wizard for you. If so, you are good to go. Feel free to read through the process, or go straight to Step 7 of this article.

Important

Only users with the administrative permission "Modify All Data" on their Organisation user profile should run the onboarding wizard. The onboarding wizard can be rerun as many times as you require.

For more information, please browse our support documents or alternatively contact our support team.
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