Popsicle's Five Step Setup!

Getting started with Popsicle

Here is how to set up your account in five easy steps. Let's dig in!

Step 1:  Create your account & Check your profile

Once you've verified your account, you'll have a chance to add your first class.  Review your organization's profile to make sure the correct details were entered during account creation. 

1. Click on the Settings "Gear wheel" icon along the left side of your screen
2. Click "Profile" under the "Organizations subheading"
3. Review your organization's details and upload a logo if needed!

Step 2: Add policies

You can add custom policies to your program. Parents will have to accept these when registering children for activities. Keep in mind--you can add or edit your policies at any time! 

1. Click the Settings "Gear wheel" icon along the left side of the screen
2. Click "Policies" under the "Organizations" subheading
3. Choose the "Add a Custom Policy" option underneath the list of current policies 
4. Once you're happy with the way they look, click "Save" at the bottom of the page

Step 3: Add a payment source

By adding a payment source, you can ensure there will be no service interruption once your account is set up and running smoothly.

1. Click on the Settings "Gear wheel" icon along the left side of the screen to access your Settings
2. Click "Billing" under the "Organizations" subheading
3. Click "Add billing option" in the top righthand corner of the screen
4. You should see a menu along the right hand side of the screen, giving you the options to either enter a credit card or banking account number to put on file. Pick the one that works best for you!

Step 4: Add your team

You can invite team members that will help you manage your activities, and need access to the account. 

1. Click on the Settings "Gear wheel" icon along the left side of the screen to enter your Settings
2. Click "Users" under the "Organizations" subheading
3. Click "Invite User" in the top righthand corner of the screen
4. You can enter their email and select their user type in the menu that appears along the right side of your screen
5. Click "Invite" on the bottom and you're all set

Step 5: Connect Stripe

Stripe allows you to collect payments from parents online, right on the Popsicle platform.

1. Click on the Settings "Gear wheel" icon along the left side of the screen to enter your Settings
2. Click on "Apps" under the "Integrations" subheading
3. You'll see the Stripe option there, with a "Connect" button to click on
4. When you click "connect" it will redirect you to Stripe where you will either select a pre-existing account or create a new one
5. Follow Stripe's steps and confirm the connection
6. You'll know you've done this correctly when you're redirected back to Popsicle.

After that, you're ready to add the rest of your activities!