Initial Setup and Configuration

Whether you're starting from scratch or importing data into CompleteDTC, there are a number of things you'll need to do to get your system ready.

Your system will be in Setup mode, which makes it easy to complete the essential steps. When you log in, you'll be taken to the Setup tab on your home page, where you can see an overview of what needs to be done.

1. Configuration

The very first thing to do is to set up your Core Configuration, which you'll do on the Administration page. There are literally hundreds of different settings, but we'll walk you through the most important ones.

2. Users

While you are on the Administration page, it's a good time to set up any additional users you need, as well as to complete your record.

3. Catalog

If you're not importing your catalog, you should at a minimum set up the items you are selling now.

Ultimately, of course, you'll want to have every item in your catalog that exists in your transactions — fortunately, it's really easy to import your historical catalog via a CSV file.

4. Clubs

If you're not importing you Clubs, the next thing to do is create them manually, which goes quickly. The Club Manager is under the More... menu.

• Before you do so, you should create Promotion Codes for the different types of discounts (including none at all!) for each of you clubs. You'll find Promotions under the More... menu.

5. Other Considerations

The steps above will enable you to start doing business.

But to take full advantage you'll need to work with our Support team on a couple of things, including:

• setting up one or more shipping accounts
• configuring your credit card processing
• getting your domain set up to be able to send email through CompleteDTC

You'll also need to do some work to integrate the consumer-facing portions of CompleteDTC, such as your webstore, club signup and management, and the reservation system.

If you're able to do basic management of your website, you can do it yourself, but in most cases you'll want to engage your web designer so the integrations are as on-brand as possible. They'll also be able to customize the default forms that are in the system, such as email confirmations.