Your AroundU playbook.
Find the right screen. Follow the steps. Run your website, experiences and customer work with confidence.
The everyday guide to AroundU.
104 practical guides, from your first launch to your next customer.
Getting started
6 guidesStart with the right club and workspace
Find your organizer workspace, choose the club you manage, and understand where its website, experiences and customer tools live.
Your first launch: club, website, experience and customers
A practical setup order for a new organizer or team member.
Where do I find customer enquiries, applications and questions?
Use the enquiry's source to choose the right place to look.
Check your changes before publishing or sending
A repeatable team check for storefront changes and customer communication.
Ask the playbook for instructions or Polar for business help
Know which question belongs in Help and which needs your club's live business context.
Find out why a feature is missing or access is denied
Check the account, club, subscription, team role and connected channel in the right order.
Website & domain
28 guidesOpen the website builder
Open your club website and find Pages, Design, Settings and Publish.
Change website text, photos and videos
Replace headings, photos and videos, then preview and publish your edits.
Add a page or use a website starter
Add another page or start with prepared website pages and example content.
Set a page address, visibility and Google details
Change the page name, address, visibility and search or sharing details.
Add, hide, move or remove a website section
Add and arrange text, media, forms, reviews and other page sections.
Change the website theme, colours and typography
Choose a theme and customise the colours, fonts, header and footer.
Change website menu links and the main header button
Rename or reorder menu links and choose the main button action.
Save changes and preview the whole website
Save a draft and check the whole website before publishing it.
Publish the website and restore an older version
Review publication details, publish your website or bring back an older version.
Connect your custom website domain
Save your domain, add its displayed DNS records and check the connection.
Set the website logo, browser icon and brand colour
Set the logo, browser icon and primary colour across your website.
Add an enquiry form and link it to a booking journey
Collect visitor questions and offer a link to an experience or application.
Create reusable packages, directories or certificate lists
Create reusable directories, certificates, packages or other lists for your website.
Use AI to improve a website page and review its changes
Review proposed page improvements and apply them to your draft.
Replace a website banner photo or video and make its text readable
Edit the top banner's words, image or video, layout and phone fallback.
Make the main website button open WhatsApp, call, email or scroll to a form
Choose what the banner or header button does and change its label.
Edit the website footer logo, closing text and contact or policy links
Choose a footer layout and change its logo, business name, text and links.
Add Instagram, WhatsApp, map, brochure or booking links to a website page
Use Useful links for social profiles, resources and contact destinations.
Put the contact form in the header, footer or its own section
Choose where contact enquiries appear and customise their labels and success message.
Upload, reorder and lay out website gallery photos
Choose gallery images, control their order and pick a grid or carousel.
Add website testimonials or show AroundU reviews
Choose between manually entered quotes and reviews from your club.
Add public website questions and answers
Publish answers about booking, cancellation, access and the experience.
Add team photos, roles and introductions to your website
Curate the people shown publicly without changing their workspace permissions.
Show the right experiences and visitor filters on your website
Select experience types, upcoming or past content and useful visitor filter chips.
Add a website booking button for one experience or your next event
Link visitors to a supported AroundU booking journey without pasting widget code.
Change website enquiry questions, dropdown choices and required fields
Edit custom form fields and arrange the information visitors must provide.
Change the enquiry thank-you message and next booking action
Tell visitors what happens after submission and offer the correct next action.
Fix website text, images or sections that look wrong on a phone
Check the phone preview, content placement, image framing and device visibility.
Experiences & forms
12 guidesCreate and publish an experience
Build a dated experience with a public page, registration, tickets and payout details.
Edit an experience or create a copy
Update an existing experience or reuse its setup for a new experience.
Choose experience visibility, approval and attendee sign-in
Control where an experience appears and whether guests need approval or verified sign-in.
Set ticket prices, capacity and sale windows
Create pricing options, cap sales, control visibility and decide who covers the checkout fee.
Set up recurring classes, appointments or reservations
Publish bookable dated sessions from a weekly availability schedule.
Create a form or booking page
Collect enquiries, applications or payments without requiring a conventional dated experience.
Add registration questions and conditional fields
Collect the answers you need, show questions for selected tickets and apply simple conditional logic.
Add an itinerary, FAQs, featured people and media
Use Final Touches to answer common questions and show the people and content behind an experience.
Set guest rules, refund choice and support contact
Prepare instructions customers see before and after booking, and verify the generated terms and contact information.
Create source-specific sharing links and compare bookings
Use a separate experience link for each source so you can compare attributed bookings and paid sales.
Send the one-time booking reminder or feedback request
Use the experience's operational shortcuts to remind upcoming bookings or request feedback after attendance.
Schedule a launch or change an experience's lifecycle
Use Schedule Drop for a later launch and Settings for closed, past or deletable experiences.
Applications & preapprovals
2 guidesAudience & enquiries
7 guidesFind, search, reply to and export website enquiries
Find website form responses, search answers, reply by email and export enquiries.
Where do I find customer enquiries and requests?
Choose the right workspace for a conversation, website enquiry or experience application.
Search your audience and understand a customer
Find people by recorded profile, experience and activity information, then inspect their history before taking action.
Import contacts and past experience history from Excel or CSV
Map the file's identity columns, explain the history and review what will be imported.
Organize audience lists, save segments and export contacts
Use lists to organize people, saved segments to return to a filtered view and exports for permitted downloads.
Review an enquiry's source and match recorded campaign context
Inspect acquisition evidence and distinguish a campaign association, tracked click and paid booking.
Turn a website enquiry into a confirmed booking
Review the enquiry, answer the question and guide the customer through the correct booking or application flow.
WhatsApp & Inbox
11 guidesConnect your WhatsApp Business number
Complete official Meta signup, verify the sender and confirm that campaigns and inbound capture are ready.
Create, submit and use a WhatsApp template
Review exact wording and fields, submit to Meta and use the approved version for the connected number.
Read, assign and reply to customers in Inbox
Use the channel conversation, respect the reply window and keep team context beside the message.
Schedule an experience invitation and a no-reply follow-up
Review the experience, approved invitation, selected people, send time and optional next step as one journey.
Build, publish and monitor WhatsApp workflow rules
Choose a trigger and approved steps, review publication and inspect why each run acted or stopped.
Connect Instagram customer messaging
Authorize the professional account, activate its subscription and verify actual capture and reply availability.
Fill a WhatsApp template's details, attachment and button
Understand automatically filled fields, required manual values and the approved button URL prefix.
Recharge WhatsApp Balance and understand held usage funds
Review available funds, rates, recharge GST and the difference between a temporary reservation and a charge.
Archive, restore or delete an unused template
Retire template choices carefully and keep approved wording available when you may need it again.
Schedule one customer's message from their conversation
Enroll a conversation in a reviewed published workflow and verify the resulting run.
Triage unread enquiries, assign an owner and save team notes
Use unread indicators, status/owner filters and private notes to hand conversations between teammates.
Campaigns & follow-ups
9 guidesCreate a manual email or WhatsApp campaign
Choose a channel, review unique recipients, create the message and approve the final send.
Schedule a campaign and retry temporary delivery failures
Set the future send time, understand reserved funds and recover eligible failures on the original campaign.
Read campaign delivery, engagement, spend and revenue
Separate recorded delivery, reads, clicks and replies from booking revenue and causal lift.
Design an email with your images, message and booking button
Customize sections, branding, links and inbox preview text in the visual email designer.
Check a campaign with a small team-only send
Use previews first, then deliberately send to a few agreed test contacts and inspect the real result.
Choose the right campaign audience and check exclusions
Combine sources deliberately, review unique recipients and respect contact permission and suppression.
Set email branding and choose where customer replies go
Configure the sender name, reply address, logo and footer without confusing design with domain verification.
Reopen a draft or duplicate a campaign for a new send
Edit a draft/copy, review its current audience and avoid using duplication as failure recovery.
Email campaign results or enable automatic AI reports
Send a current aggregate snapshot, track the report request and choose an additional automatic-report recipient.
Offers & coupons
4 guidesCreate experience offers and coupon codes
Create an automatic discount or a coupon customers enter at checkout.
Create a promo coupon with a redemption limit
Make a code customers enter at experience checkout and cap its use when required.
Create an automatic discount for eligible customers or groups
Configure an offer customers qualify for without entering a coupon code.
Create the right offer, coupon or subscription deal
Choose between an automatic experience discount, a coupon code and an AroundU subscription offer.
Polar & AI Employee
7 guidesAsk AI Employee to prepare an email or WhatsApp campaign
Give a purpose, review people and message facts, then authorize Review or marketing Autopilot within limits.
Set up AI marketing for new experience launches
Authorize channel, audience, batch and spending rules before publishing or enrolling an eligible experience.
Configure, test and enable AI customer replies
Give Polar approved answers, test them in preview and explicitly select draft review or safe automatic behavior.
Use Polar for club questions and permitted preparation
Open the contextual Polar drawer, ask a concrete question and distinguish factual assistance from AI Employee actions.
Prepare, launch and review an eligible AI call campaign
Use a reviewed call script, an eligible audience and explicit cost/consent confirmation; inspect real outcomes afterward.
Review and record existing permission for an AI campaign
Check permission for the exact saved audience and channel before authorizing the prepared message.
Pause AI campaigns and set a shared monthly budget
Use the club-wide stop and allocation cap, then review individual campaigns before resuming.
Bookings & payments
12 guidesManage dated sessions and record offline bookings
Inspect availability, edit a dated session and record a booking paid outside the online checkout.
Connect the host's Google Calendar
Sync confirmed session bookings to a connected Google Calendar.
Find QR tickets and check in attendees
Use the customer's confirmed pass and the organizer app's scanner, then review attendance in the dashboard.
Use the external attendee tool in the app
Use the app's external-attendee tool for direct admission; the web action is currently marked Coming on Web.
Generate and manage experience payment links
Create a recipient-specific payment link or import a batch and track payment and delivery separately.
Share a Quick Checkout link
Share a checkout scoped to selected tickets without the normal registration form.
Check experience payments, refunds and settlements
Use Finance Hub to distinguish payment success, settlement status and incomplete checkout activity.
Cancel an experience or understand attendee refunds
Understand the difference between cancelling an experience, removing a member and stopping an unpaid link.
Create an entry or discount membership package
Create prepaid customer passes with a use balance, validity period and eligible experiences.
Publish membership packages and manage sales or availability
Show public packages on the pass page, edit future packages and inspect purchases and use history.
Issue an invite-only pass to a customer account
Grant an already published private package to a verified customer without public pass checkout.
Book an experience using an entry or discount pass
Help customers use a pass on an eligible experience and find the resulting QR and balance.
Plans, billing & team
6 guidesInvite teammates and control access with roles
Invite a teammate, select their role and review customer, campaign and download permissions.
Choose a plan and check what your club can use
Compare plans, choose the right club and verify your access after payment.
Buy, renew or pay a custom club subscription offer
Choose the intended club plan, review the actual payable total and understand manual versus automatic renewal.
AroundU staff: create a custom subscription payment offer
Create an agreed prepaid club subscription with the exact plan, full-period price, duration and expiry.
Apply a club subscription coupon or access code
Use an issued subscription code and distinguish a discounted purchase from a granted access offer.
Track organizer sales leads and team follow-ups
Use AroundU's internal Sales tracker to assign sales opportunities, record notes and keep follow-up dates current.
Need a hand with something specific?
Tell us which club, screen and action you’re working on.