Welcome to our onboarding hub

Hello! Great to see you are joining us on Friendly Manager.
This onboarding hub is a space for you to explore the platform and see how it works. From pre- onboarding videos, to setting up Xero and your website, you can watch the videos to help you familiarise yourself with with Friendly Manager.
So please enjoy your look around, and always feel free to reach out to support if you need. We are always happy to help!

Familiarise yourself with Friendly Manager

Pre-onboarding

 

Pre onboarding tour

We want to get you up to speed and started as easily as possible! Please watch this video before your first onboarding meeting to familiarise yourself with your new Friendly Manager software. 

Setting up your club

Xero Configuration

 

Setup Xero configuration

This video covers;

  • Accessing Xero configuration
  • Connecting Xero to your club
  • Adding Xero codes to fees already made

Fees and reporting

 

Understand fees with reporting

This video covers;

  • Viewing all transactions and fees
  • Creating one-off and term/season fees
  • Downloading multiple fees reports
Attendance set up

 

Attendance set up

This video covers;

  • Set up and take attendances
  • Communicate with attendees
  • View attendance report

User levels in Friendly Manager

User Access Levels

 

User access levels

This video covers;

  • Accessing Xero configuration
  • Connecting Xero to your club
  • Adding Xero codes to fees already made

Standard User Access

 

Standard user view 

This video covers;

  • Ability to view and edit information
  • Parent access using linked accounts
  • Where to register for groups

How to build your brand new website!

We have a number of great video tutorials to help you set up our new club website using the Friendly Manager software. This will walk you through from A to Z on how best to set up your site. You will be able to show off your brand new site to all your members and visitors alike!

Watch our website tutorials

Build Website Image

Check out Friendly Manager's features! 

Friendly Manager has a great range of features to help make your club administrative life easier, and will aid engagement with your membership base. 
Some of these features include:

  • Xero integration
  • Holiday programmes
  • Uniforms and merchandise
  • Resources
  • Mailer communication tool
  • Fees

Watch our features tutorials

Video Slides

Want to know more about reporting?

One of the best features Friendly Manager has is the ability to get effective reports, efficiently. There are many types of reports that can be utilised on the Friendly Manager platform.

Coming soon...

Reporting on FM

Need more help?


Contact support