Merchant Partnership
Onboarding Training Portal
Onboarding Training Portal
Creating a Project
Creating Brands
Adding and Linking Locations
Tier Calculator and Creating Tiers
Creating Purchase Pages
Creating Launch Tiers
Adding Gift Cards to a Purchase Page
GoogleDrive
Creating a Kick-off Deck
Asana
Creating Accounts and Manager's App Access
Reporting
Stripe Set-up
Fund Request
Dev Set-up Forms
Reservation Platforms
Last Pass
Creating Rebrandly Links
Tableau Walkthrough
Creating Monthly Progress Reports
UTM Building and Tracking
Creating Credit Gifts
Creating Email Flows in Klaviyo
Creating Lists in Klaviyo
Helpful Links
Administrative Links
inKind Admin
- inKind Admin
- Onboarding Client Email Templates
- inKind Account Sign-up
- Tiers Calculator
- Reporting SOP
Dev + Managers App
- Training Portals: Non-Integrated, Toast, SpotOn, Micros, GoTab, Upserve
- Dev Click-Up Forms: POS, Modal, DNS, and Reservation
- Manager's Training Common Scenarios
- Manager's App Access SOP's
Finance
- Funding Schedule
- Funding Checklist
- Funding Release Request Form
- Credit Re-up Form
- Stripe FAQs
- inKind Admin
- Onboarding Client Email Templates
- inKind Account Sign-up
- Tiers Calculator
- Reporting SOP
Dev + Managers App
- Training Portals: Non-Integrated, Toast, SpotOn, Micros, GoTab, Upserve
- Dev Click-Up Forms: POS, Modal, DNS, and Reservation
- Manager's Training Common Scenarios
- Manager's App Access SOP's
Finance
- Funding Schedule
- Funding Checklist
- Funding Release Request Form
- Credit Re-up Form
- Stripe FAQs
Marketing Links