Administration
Adding a Time Block Exception
Overview Time block exceptions let you make specific time blocks unavailable for a reservation or event product without creating $0 admin orders or changing your weekly Available Time Blocks. This is useful for blocking off a court, room, or other ...
Send a cart to a customer
Sending a cart to a customer is a great way to let your customers place an order over the phone with a staff member, purchase products that aren’t available on your public site, or check out with a custom discount or price. It also allows customers ...
Add a new user
As an admin, you can add new customers to the system. This is useful for collecting waivers from non-paying guests, transferring existing members from an old system to Rhōmb, sending orders to a new customer’s cart, and more. If you’d like to create ...
How to Add Credit to a Customer’s Account
This process allows you to issue store credit to a customer by generating a gift card and redeeming it directly to their account. Scenario You’d like to add credit to a customer’s account. For example, you’re running a promotion where customers who ...
How to Set Up a Recurring Discount for Monthly Memberships
Scenario You want to give a few customers, such as friends or family, a recurring discount on your monthly membership product. These customers should continue receiving the discounted membership every month, not just on their initial purchase. How to ...
How to Reschedule a Reservation (ex. Birthday Party)
If a customer wants to change the date of their birthday party, you don’t need to issue a refund. Instead, you can cancel the original booking and create a new one for the updated date and time. Steps to Reschedule: Cancel the original booking On the ...
How do I edit the price of a product?
It's not the most intuitive, but you can easily edit the price of any product on your Rhōmb site. To do so, you must override the current price of the product: 1. Go into the product pricing tab. 2. Click the green "plus" button. 3. Set the quantity ...
View Your Reservations List in Calendar Format
Overview The ability to view upcoming reservations in Google Calendar, Microsoft, Apple Calendar, etc. is a feature available to both administrators and customers with Rhōmb accounts. Once imported into your calendar, you will see the following ...
What to do During an Internet Outage
Your Rhōmb website is hosted in the cloud, so it will still work during an internet outage at your location. However, the door system hardware needs an active internet connection to check and approve newly purchased access credentials. What Still ...
Exporting, Sorting, Filtering Data
All data collected in Rhōmb can be exported, sorted, and filtered. Sorting Data Use the arrows on the right of each column title (highlighted below) to sort your data in the ways you wish. Filtering Data Use the search bar on the right called "Filter ...
Exporting Email Lists
Rhōmb does not have a direct email marketing feature, as our provider only allows us to send transactional email messages (e.g. order receipts). However, you can easily obtain a list of all your users' email addresses from Rhōmb, which you can then ...
Failed Transactions
To understand why an individual transaction has failed, follow these steps: Go to the Orders section. Locate the specific order. Click on the order number to view its details. Under the payment section, you'll find a note explaining the reason for ...
Selling Sundry/Retail Products
Use this when you want to sell retail/sundry items using Rhōmb Setting Up Your Retail/Sundry Products Create the products on the administrative backend you would like to sell at your site. To do this, go to your admin site, click "Products", click ...
Create Multiple Gift Certificates
Example: When you want to have Gift Certificates on hand to give out to Customers, maybe at an event, etc. 1. Orders - Create a New order 2. Add Item, Select Gift Certificate 3. Enter in the desired amount, add a unique note/description for each one ...
Reduce Single installment of repeating fee Membership
This will only reduce the first payment, yet will keep the other installments the same regular fee. Example : When you want to discount the payment for the first month of a multiple month membership. 1. Go to Products, and select the item the ...
Override a Product Price (One-Time Discounts, Free Passes, Gift Certificates)
Use this process when you need to adjust the price of a product for a single customer. Examples include: Giving a customer a free day pass Giving a customer a gift-certificate. Discounting the first month of a customer's membership Step-by-Step In ...
Reduce a recurring charge
When you want to change the recurring charge to the customer Example: The customer wants a monthly membership, yet you want to charge less than the list price for every month they renew. 1) Orders 2) Create New Order 3) Click "Add item" 4) ...
Payment Types ACH/eCheck and Cash or Check
Taking payment other than credit card is an administrative function performed from the Create New Order form. 1. After adding the line item(s) to be purchased and enter Billing information, Payment Methods will appear on the right-hand side of the ...
Adding a User Picture
Adding pictures of users can be helpful in keeping an accurate log and identifying members, employees, or clients. 1. Search for the user by going to Users >> Find User 2. In the User Maintenance screen click on the silhouette icon at the top of ...
Assigning Credentials to Users
In the event your facility requires physical credentials (key tag, fob, or card) to be issued, this function is performed in the User Administration section of rhōmb. The following are steps on how to perform: 1. Use the Find User function to search ...