Admin & Account Setup

Learn about setting up your Hoops account as well as the basics of all features.

Course curriculum

1. Intro
1. Adding Your Logo
2. Adding Your Company Details
3. Adding Users
4. Taxes
5. Quote Terms & Conditions
6. Setting Starting Number for Quotes, Jobs, POs
7. Proof Terms & Conditions
8. Email / SMS Templates
1. Customers Overview
2. Importing Customers
1. The Hoops Catalog - An Overview
2. The Different Ways to Add Products
1. Decorations - The Basics
2. Price Matrices
3. Decoration Categories
4. Adding Decorations
5. Importing Decorations
1. The Basics
1. Quoting for One-Off Items
1. Creating Markups & Logic
2. Assigning Markups to Products/Decorations/Categories
1. Invoicing Fundamentals
1. Stripe Integration Overview
2. Stripe Fees
1. Job Management Overview
2. Customising your JobBoard
3. Creating Customised Views
1. Automations Overview
2. Automation Ideas
3. Notification Automations
4. PO Automation
5. Proofs Automation
1. The Basics
1. Purchase Orders Overview
2. Creating POs General Overview
1. Proofs Overview & Fundamentals

Clear & concise 1-5 minute video lessons will make you a Hoops pro! You can start the course and come back to it anytime. Plus, it's 100% free

Let's Get Started