Access Your Admin Portal

Your Admin Portal is the place where you can manage your OfferingTree site and do everything from scheduling an offering to changing your site colors. 

To get started, head over to your site and press the Sign In button on the top right of the page, or if you're on a mobile phone, press the menu button on the top right and then Sign In.

Logging Into Your Account

To access your portal, navigate to your website and locate the Login button in the top right corner.

1. Enter your email address
2. Enter your password associated with your account
3. If you forgot your password, follow this help article on how to recover or change your password.
4. Once logged in, the "Sign In" button will change to a person icon with a dropdown arrow

Understanding Your Account Menu

After logging in, click the person icon to reveal a dropdown menu containing:

• Your Name - Displays your account name which can be set on your profile
• Manage Your Site (for admin users) or Staff Portal (for staff users)
• Your Registrations - View sessions you've registered for with your or other sites using this email
• My Account - Manage your personal account details
• Sign Out - Log out of your account

Overview of the Admin Portal

The admin portal is your control center for your OfferingTree site. Your dashboard is the homepage of the admin portal and shows you a quick snapshot of the activity on your site. 

The rest of the portal is split into 7 main sections:

• Edit Website
• Manage Schedule
• Communications
• Payments
• Business Intelligence
• Account
• Help

Each of these sections has multiple admin pages underneath them and are visible to specific staff role settings. 

Important: Profile vs Business Settings

Profile Settings are personal to you as the individual user (the business owner or staff member). Update these for your personal information.

Business Settings contain information about your business itself, including:

• Business name
• Business address
• Other company-specific details

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.

Register to our monthly Skill Sparks to stay ahead of the curve! This is where we dive into all the new features and updates like Invoices feature we just covered. It's the best way to ensure your wellness business is always taking full advantage of the latest tools.