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How do I use the Management Portal?

A guide to using the Management Portal.

 

1. Accessing Your Location

  • Log in to the portal and select the relevant location from your list of locations (for information on how to create a management portal account please click here).

  • From there, you can access all of the tools described below.

 

2. Edit Location Info

  • Update basic details (name, address, contact info) for any location.

  • Submit changes so they apply immediately.

 

3. Add Members

  • Invite individual or multiple users to a specific location.

  • Choose between App-paying members (can book/pay in the app) or Free-to-use members (no charge in the app).

  • Invite by email (for smaller groups) or upload a CSV (for larger groups).

  • Invited users receive instructions to download the app, log in, and set/change their password.

 

4. Add Location Admins

  • Invite new administrators by entering their email address.

  • Each admin receives an email with instructions to create their own account for managing that location.

 

5. Use the Calendar

  • View bookings by month, week, or day.

  • Book a session on behalf of a customer by entering their email—an email notification is sent automatically.

  • Adjust opening hours for a specific day (e.g., closures or special hours) and choose whether to reschedule or cancel any affected bookings.

 

6. View Booking Info & History

  • See all bookings for a location in one list.

  • Filter bookings (e.g., completed, upcoming).

  • View detailed information (pricing, duration, user notes).

  • Access individual users to view their profile, booking history, payment history, and add packages or plans to their account.

 

7. Manage Devices

  • View all devices available at a location.

  • Filter or search if you have many devices.

  • Rename devices so customers can easily identify which device to book.

 

8. Manage Pricing, Plans & Packages In Your Management Portal

  • Set per-session pricing for each device (e.g., 20 or 30-minute sessions).

  • Configure promotions (e.g., first-time user discounts).

  • Create, edit, or remove plans and packages:

    • Packages are one-time purchases.

    • Plans are recurring subscriptions.

(Note: If a location is “Instant Start Only,” pricing and packages do not apply.)

 

9. View & Manage Users

  • View a list of all users at a location and filter by criteria (e.g., users who need to pay with the App vs. users those who can use without paying with the App, for example because it’s included in their membership).

  • Add or invite new users directly from this page (via QR code or email).

  • Click on any user to:

    • View or edit their profile

    • Create a booking for them

    • Add/remove packages, plans, or membership types

    • Remove the user entirely

 

If you need more help, please ask our chatbot, Fin CHAT ICON. If Fin can’t assist, email us at hello@paclamedical.com and we’ll respond as soon as possible.