How-to guides
Guides by area
Each guide mirrors a menu in the admin system, so you can follow along on screen.
Getting started
Signing in, finding your way around the menu and reading the dashboard.
Signing in and out
How to log in to the admin area and sign out safely at the end of a shift.
Booking login pageReading the Dashboard
What Funds Taken and Funds Realised mean, and how to change the date range.
DashboardFinding your way around the menu
What lives under each top-level menu, so you know where to look.
Top menu bar
Bookings
The climbing calendar, today's arrivals, creating and fixing bookings.
Using the bookings calendar
See the week at a glance, filter by session type and jump to a slot.
Bookings > CalendarRunning today's bookings
The reception screen: who is due in and how to check them in.
Bookings > Today's BookingsCreating a standard booking
The quick route for walk-ins and phone bookings.
Bookings > Today's Bookings > Create STANDARD BookingCreating an advanced (staff) booking
The full form for groups, schools, corporate bookings and anything unusual.
Bookings > Today's Bookings > Create ADVANCED BookingFinding a booking
Searching All Bookings by reference, name, email, type, date or status.
Bookings > All BookingsEditing, moving and cancelling a booking
Changing climbers, times and add-ons, and cancelling with or without a refund.
Bookings > All Bookings > ViewFixing orphaned bookings
Bookings that lost their timeslot after the timetable changed.
Bookings > Orphaned BookingsFlagged bookings
Bookings staff have marked for attention.
Bookings > FlaggedChasing bookings with payment due
Finding unpaid and part-paid climbing bookings.
Bookings > Payment DueWorking through refunds due
Bookings where money is owed back to the customer.
Bookings > Refund Due
Parties
Party bookings, deposits, rooms, packages and extras.
Creating a party booking
The admin party form: booker, celebrant, package, space, extras and deposit.
Parties > Create A Party (Admin)The party calendar
Seeing which tables are booked and when.
Parties > CalendarParties pending confirmation and unpaid balances
Chasing deposits, balances and waivers before the party date.
Parties > Pending Confirmation / Delinquent PaymentsParty rooms and spaces
How rooms, spaces and capacities fit together.
Parties > Party Rooms / Party SpacesParty packages and extras
Editing what's included, the price per climber and the optional extras.
Parties > Packages / Party ExtrasParty discount codes
Codes that apply specifically to party packages.
Parties > Discounts
EPOS & stock
The till, café and merchandise orders, inventory and stock levels.
Taking an order on the till
Creating, finding and completing EPOS orders.
EPOS > EPOSClearing open and unpaid orders
Making sure nothing is left open at the end of the day.
EPOS > Open/Unpaid OrdersChanging what appears on the till
EPOS screens and the order of categories and items.
EPOS > ScreensManaging products and prices
Inventory categories and items for the café and shop.
EPOS > Inventory Categories / Inventory ItemsStock levels and stock changes
Recording deliveries, checking alert levels and spotting negative stock.
EPOS > Stock Levels / Stock Changes
Waivers & membership
Waiver forms, signed waivers, members, passes and check-in.
Waiver forms and versions
The Clip n Climb and Party waivers, and how versions work.
Waivers > ConfigurationsFinding a signed waiver
Checking whether a climber has signed before they climb.
Waivers > SignedMembers and memberships
Finding members, checking their package and suspending an account.
Membership > MembersChecking members in
Membership activities, capacity and who is currently in the building.
Membership > Activities
Payments
Finding payments, sending payment links and handling refunds.
Finding a payment
Searching all payments by state, provider and date.
Payments > All PaymentsSending a payment link
Letting a customer pay a balance by card without coming in.
Payments > Payment LinksRefunding a payment
Full and partial refunds, and where to check they went through.
Payments > All PaymentsCard terminal transactions that didn't complete
What to do when the terminal hangs mid-payment.
Payments > Windcave HIT Incomplete
Pricing & promotions
Prices, offers, discount codes, add-ons and gift cards.
Ticket prices
Adult, Child, Student and other ticket types, and their peak prices.
Price > All PricesOffers and packages
Family tickets and seasonal deals shown on the booking site.
Offers > All OffersDiscount codes
Creating codes, automatic discounts and the rules that control them.
Discounts > All DiscountsAdd-ons
Drop Slide, Leap of Faith, merchandise bundles and other extras.
Addons > All AddonsGift cards
Issuing a gift card, checking a balance and handling problems.
Gift Cards > All Gift Cards
Timetable & opening times
Open times, session types, slot capacity and holiday schedules.
Changing opening hours
The standard weekly open and close times.
Settings > Open TimesSession types
Standard, Peak, Climb Fit, Autism/SEN and the rest.
Settings > Session TypesSlot schedule and capacity
Setting which slots run, at what time and for how many climbers.
Settings > Slot ScheduleSetting up a holiday timetable
Half terms, bank holidays and any day that runs differently.
Settings > Holiday schedule
Reporting
Data Studio, downloads, the marketing list and the KPI report.
Settings & staff access
Centre settings, payment providers, receipt printers and staff accounts.
Centre settings
Business details, emails, descriptions and the text customers see.
Settings > SettingsPayment providers
Which payment methods are switched on.
Settings > Payment ProvidersStaff accounts and roles
Creating admin users and choosing the right role.
Users > Create Admin UserLogin security
Limiting failed login attempts.
Settings > SecurityReceipt printers (CloudPRNT)
When the reception or café till stops printing.
Settings > CloudPRNTCustomising the admin menu
Changing which shortcuts staff see.
Settings > Admin MenuTracking scripts (Header HTML)
Where analytics and conversion tracking live.
Settings > Header HTMLIntegrations (API Config)
Connections to Google Sheets, Zapier and similar tools.
Settings > API Config