| Student | School | Year | Sessions | Present | Rate | Last 10 |
|---|
| Name | Year | School | Term | Group | Parent | Contact | Medical |
|---|
Reads your Squarespace order export automatically. Mapped columns:
Click to upload your Squarespace orders CSV
Commerce → Orders → Export → upload that file here
Change the password coaches use to sign in. Takes effect immediately.
Set your term dates and the portal will automatically show only students registered for the current term. You can override the active term manually at any time.
Copy this code and paste it on your other device when prompted during setup.
Removes this device's connection. Your Google Sheet data is untouched.
- Open your Google Sheet → click 📧 CRM Emails in the top menu → Setup Email Sheets (first time only)
- Go to the Email Templates tab in your Sheet
- Add a row with a template name, subject line, and HTML body
- Use these placeholders:
{{parentName}}{{childNames}}{{school}}{{term}} - To attach files, upload them to the CRM Email Attachments folder in Google Drive and add the filename to the Attachment File Names column
- Refresh this page to see your new template in the dropdown
All sent emails are logged in the Email Log tab of your Google Sheet.
In Google Drive — right click your PDF → Share → Copy link → paste here. Make sure sharing is set to Anyone with the link.