How-To Guides - Admins
Admins guides
Step-by-step walkthroughs tailored for Admins.
These guides are specifically designed for admins using the Gigpie platform. Each tutorial includes detailed screenshots, video demonstrations, and clear instructions to help you complete common tasks efficiently. Whether you're new to the platform or looking to learn advanced features, these guides provide everything you need to succeed.
We understand that your time is valuable, so each guide is optimized to get you to your goal as quickly as possible. The step-by-step format means you can follow along at your own pace, pausing to complete each action before moving to the next step. All videos are recorded directly from the platform, showing you exactly what you'll see when performing these tasks in your own account.
Select any guide below to get started. Each guide is self-contained with all the information you need, including prerequisites to check before beginning and expected outcomes so you know when you're done. At the end of each guide, you'll find links to related tutorials that build on what you just learned or connect to similar workflows. This helps you discover features and build a comprehensive understanding of the platform.
How to add a family and set up students as an admin
Onboard a new family in one guided flow: add the parent, add one or more students, and assign a starting package so the first session can be booked.
How to review a journey automation as an admin
Open a live lead-nurture journey, read its branching send/wait/branch flow, inspect what each step actually sends, and check who's still moving through it.
How to configure reputation and review settings
Point your best sessions at Google, Trustpilot, and Thumbtack: set the star threshold, cooldown, and platform links, then read the reputation report.
How to create a price-locked customer offer as an admin
Build a one-family offer with a locked price and payment schedule, then share its offer link so they can review and accept without touching your admin tools.
How to invite coaches and staff as an admin
Get your team logged in during week one: invite a coach or staff member by email and role, and know exactly what each role can do before you send it.
How to manage coverage and open shifts as an admin
Spot sessions that still need a coach, check for shift claims awaiting approval, and open a coverage request when a coach needs time off — without a single phone call.
How to run payroll and export CSVs for your processor
Review a draft payroll run's session line items, add a manual adjustment if needed, export Summary, Session Data, and Justworks Timecard CSVs, then mark the run paid.
How to send a broadcast email campaign
Open a draft campaign, pick your audience, preview the email, send yourself a test, and launch — a one-off broadcast to your parents, coaches, or students.
How to send a student their personalized form link as an admin
Generate a signed, student-specific link for any published data-collection form, copy it, and email it out — whatever the student submits merges straight into their own record, no login needed.
How to set up the AI phone agent
Turn on the AI receptionist that answers calls when no one picks up: enable it, tell it about your business, write a greeting, and pick a voice.
How to work leads in the CRM pipeline
Triage new leads on the Kanban pipeline board, open a lead's full activity history, and start a reply from the compose bar — all without leaving the CRM.