LoveAdmin to Thrive4Grassroots: Quick Start Guide

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LoveAdmin V1 to Thrive4Grassroots key terms

LoveAdmin V1	Thrive4Grassroots	What it means
Payment request	Invoice	An invoice is generated when a contact is billed for a class, membership, or any other product.
Upcoming payment request	Scheduled order	An order prepared in advance before the Invoice is raised.
Payment group/Optional extra	Product	A 'Product' is anything your club offers or sells, such as a membership, event, merchandise or session.
System group	Group	Use Groups to organise contacts, such as volunteers, admins or inactive members, and send targeted emails. they aren’t linked to payments like in LoveAdmin, though you can also apply automatic discounts, such as 10% off for coaches’ children.
Master contact list	Contacts	Your central database for members, parents, coaches and staff.
Guardian/Parent	Account owner	The person responsible for managing the MemberHub account and making payments.
Member/Child	Beneficiary/Participant	The person attending the activity. One Account Owner can manage multiple Beneficiaries.

Finding your familiar processes

The processes your club relies on every day are still here, even if they're organised a little differently within the Thrive4Grassroots platform.

The guide below shows where to find the tools you’ll use most and what you can do in each area.

Area	What you can do there
Teams	The 'Teams' module gives you a dedicated space to organise players, coaches, events and fixtures, making it easier to manage the day-to-day running of your club.
Contacts	The Contacts page serves as your club's database for managing everyone connected to your club. Whether you're working with parents, children, coaches or other staff members, this is a centralised area to find and manage contact records, send communications, carry out bulk actions and view your system groups.
Products	Products is where you'll create, configure and manage everything your club offers, including pricing, billing, age restrictions and other settings.
Groups	Groups are a simple way to organise contacts in Thrive4Grassroots. They're not linked to payments like Groups in LoveAdmin, but can be used to apply discounts, assign roles and grant access to specific Products.
Orders	If you're familiar with Upcoming Payment Requests in LoveAdmin, The 'Orders' area serves a similar purpose. It's where you'll review upcoming invoices, approve those awaiting authorisation and make any last-minute changes, such as updating invoice dates or amounts, before invoices are issued.
Invoices	Invoices is where you'll manage payment requests once they've been issued. Use invoice statuses such as Pending, Outstanding and Reconciled to track progress, apply credits, collect outstanding balances, record any offline payments and carry out additional actions relating to the associated contacts.
Payments	The Payments page gives you visibility of payments as they move through the collection process. From here, you can track payment progress, view estimated settlement dates, troubleshoot failed payments and process refunds when needed.
Email templates	You'll still have access to email template management tools in Thrive4Grassroots. The drag-and-drop editor makes it easy to create professional, branded email templates that are easy to customise and reuse across your club's communications.
Notifications	You'll still have control over how and when your contacts are notified. Thrive4Grassroots' notification tools allow you to automate communications, choose recipients, customise timings and link notifications to your email templates.