Learn how to get the most out of Connect with step-by-step video guides
🗓 Calendar & Courses
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Master the Calendar: Views, Colours, Filters
Learn how to navigate and customise your Connect calendar. -
Adding aand Managing Courses
📦 Orders & Bookings
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Manage Orders Fast: Direct, Date Changes, Venue Moves
Add direct bookings, update details, or move riders between venues. -
Orders Page Overview
Track all orders in one place and understand order prefixes like RT#, DR#, and WD#.
👤 Contacts
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Contacts: Profiles, History, and Messaging
Explore the Contacts section — view rider details, history, and send messages.
👥 Staff & Permissions
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Staff & Permissions: Add Users, Set Roles, Control Access
Add your team, manage roles, and control what each user can see or edit.
🏍 Bikes & Inventory
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Manage Your Fleet: Add Bikes, DVLA Check & Assign to Courses
Add bikes, fetch DVLA data automatically, and assign them to courses.
📑 Certificates & Disclaimers
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CBT Certificates: Issue, Duplicate & Submit to DVSA
Manage your CBT books and certificates digitally and submit them to DVSA. -
Digital Disclaimers: Create, Assign, Track Responses
Create digital forms, assign them to courses, and track rider responses.
💬 Communication & Reminders
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Email & SMS Templates: Automate Confirmations and Reminders
Learn how to set up automated emails and texts to save time. -
CBT Renewal Reminders (Pro)
Automatically remind riders when their CBT renewal is due.
💰 Invoices & Payments
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Invoices: Create, Send & Get Paid
Generate invoices, send them instantly, and get paid via Stripe.
⚙️ Course Settings
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Course Settings: Set Defaults for Your Courses
Adjust start times, spaces, bikes, and linked templates to save time on setup.