Complete Onboarding Course

You'll learn everything there is to know about Hoops. From uploading your logo, to reporting - it's all covered in this course. We recommend that at least 1 person in every business takes this course.

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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. Consider accounting
3. Importing Customers
4. Customer Profiles
1. The Hoops Catalog - An Overview
2. The Different Ways to Add Products
3. Integrating Sanmar & Alphabroder
4. Integrating Sage
5. Adding Products Individually
6. Importing Products In Bulk
7. Adding Product Examples (Business Cards, Signage, Corflute)
1. Decorations - The Basics
2. Price Matrices
3. Decoration Categories
4. Adding Decorations
5. Importing Decorations
6. Ad-Hoc decorations
1. The Basics
2. The Ways of Adding Line Items
3. "Rolled Up" Pricing vs "Broken Down" Pricing
4. Price Builder Fundamentals
5. Quoting for Decoration Only
6. Images on Quotes
7. Settings/Controls on Quotes
8. The Customer's Experience with the Quote
9. Quote Owner
10. Commenting & Accepting Online
11. Cost Average Calculation Breakdown
12. Override Sell Price (Sexy Pricing)
13. Decoration Types
1. Quoting for One-Off Items
2. Quotes for Multiple Options - The Basics
3. Multiple Option Quotes
4. "Shopping List" Style Quotes
5. Adding Discounts & Surcharges
6. Configured Products
7. Override Decoration Price
8. Example - Multiple Products with Some Shared Decorations
9. Multiple Products With The Same Decoration, Equal Quantities
1. Creating Markups & Logic
2. Assigning Markups to Products/Decorations/Categories
1. Invoicing Fundamentals
2. Rolled Up pricing vs Broken Down Pricing
3. Accounting Status Logic in Hoops
4. Making Changes to an Invoice
5. Xero - Connecting to Xero & Workflow
6. Xero - Troubleshooting
7. Xero - Sending PO to Xero
8. Quickbooks Online - Connecting & Invoicing Workflow
9. Quickbooks Online - Troubleshooting
1. Stripe Fees
2. Stripe Integration Overview
3. Connecting to Stripe
4. Stripe & Accounting
5. Failed Payments
1. Job Management Overview
2. Customising your JobBoard
3. Creating Customised Views
4. Delegating to Your Team (Delegate to Designer Example)
5. PDF Job Sheet, Proof Sheet
6. Packing Slips
7. Decorator Spec Sheet PDF
8. Customer Reorders
9. Shipping
1. Automations Overview
2. Automation Ideas
3. Notification Automations
4. PO Automation
5. Proofs Automation
1. The Basics
2. Files
3. Comments
4. Tasks
1. Purchase Orders Overview
2. Creating POs General Overview
3. POs & The Price/Item Builder
4. Creating POs 1/3 - Purchase Orders for Products
5. Creating POs 2/3 - Purchase Orders for Decorations (contracted/outsourced decoration)
6. Creating POs 3/3 - Purchase Orders for Decorated Goods
7. Marking Items as Ordered & Received / Sent & fixed Statuses of PO
8. Adding Files/Artwork to Purchase Orders & Sending to Vendors
9. Setting a "Ship To" address
10. Backorders
11. Merged Purchase Orders
1. Proofs Overview & Fundamentals
2. Link Proofs to Products
3. Reusing Proofs From Previous Jobs
4. PDF Proof Sheet
5. White Label Proof Portal for Contract/Wholesale Customers
6. Proof Terms & Conditions
7. Proofs Automation

About this course

Free
100 lessons
4 hours of video content

Become a pro with the Hoops Onboarding Course.

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

Complete Onboarding Course

Course curriculum

Welcome

Company/Account Configuration

Customers

The Catalog

Decorations

Quoting Fundamentals

Advanced Quoting & Examples

Markups

Invoicing

Stripe Integration

Job Management

Automations

Files, Comments, Tasks

Purchase Orders

Proofs

About this course

Become a pro with the Hoops Onboarding Course.