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⭐⭐⭐⭐⭐ 5 Phases of Mastery within NRICH

The NRICH Playbook: The Roadmap from Rookie to Expert

Updated this week

This directory is designed to help you navigate the NRICH ecosystem from your very first login to your final end-of-season payroll. Follow the phases below to eliminate administrative friction and scale your organization.

πŸš€ Phase 1: Getting Started (Onboarding): Registration, Business Setup, and Locations.

Goal: Setting up your organization's identity and core infrastructure.

Login / Entry β€” Register a New Profile: Creating initial admin credentials and verifying the account.

Manage Business β€” Navigating 'Manage Business': Setting up your logo, banner, and marketplace ID. Legal & Compliance: Configuring liability waivers and staff onboarding requirements.

Locations β€” Managing Locations: Adding the physical facilities where programs take place.

Location QR β€” Marketing with QR Codes: Generating location-specific QR codes for physical flyers to drive direct marketplace traffic.


🏟️ Phase 2: Building Your Programs: Program Builder, Seasons, Events, and Discounts.

Goal: Building the classes and curriculums that your community will purchase.

Program Builder β€” Building Your Curriculum: Creating reusable templates for sports and descriptions.

Live Programs β€” Creating a New Season: Launching a recurring series of classes with pricing. Creating Public Events: Setting up one-time clinics or fundraisers.

Curriculums β€” Dynamic Customization: Managing session-by-session locations and creating instructional curriculum "on-the-fly."

Settings / Discount β€” Managing Discounts: Configuring sibling and multi-program promo codes.


πŸƒ Phase 3: Managing Your Team: Inviting Coaches, Compliance and Onboarding, and Scheduling.

Goal: Recruiting, vetting, and scheduling your coaching workforce via the Web & Mobile apps.

Business Users β€” Managing User Roles and Invites: Inviting Managers and Admins with specific permissions.

Managing Roles and Access β€” Create custom roles and permissions for your organization

Coach β€” Reviewing Submissions: Auditing Onboarding Requirements and Background Checks to activate staff.

Scheduler β€” The Unified Scheduler: A master view of all sessions, shifts, and events. Inviting/Assigning Coaches: Assigning staff to classes and setting individual pay rates.

Scheduler β€” Managing Staff Time Off: Approving leave requests to automate scheduling safety.

Workforce β€” Creating Internal Shifts: Setting up private "Shifts" for meetings or prep work.


πŸ“Š Phase 4: Daily Operations: The Dashboard, Email Marketing, and Notifications.

Goal: Running the "Live" business and keeping stakeholders informed.

Dashboard β€” Dashboard Overview: Navigating the "Live Now" counter and Business Playbook.

Marketplace β€” The Business View: Seeing exactly how your store and 'About' page look to users.

Emails β€” Marketing & Communication: Using email templates and setting up automated triggers.

SMTP Configuration β€” Custom Emails Domains with NRICH: Send emails directly from NRICH to your clients using your company domain.

VIDEO

Notifications β€” Managing Dashboard Actions: Triaging alerts for time-off, invites, and new orders.


πŸ’° Phase 5: Financials & Payouts: Ticket Center, Payroll, and Order Management.

Goal: Closing out sessions, paying staff, and managing revenue.

Ticket Center β€” Session Validation: Auditing coach attendance logs to finalize records.

Payroll β€” Streamlining Coach Payments: Releasing payouts and issuing manual bonuses/credits.

Orders β€” Managing Orders & Refunds: Tracking sales and processing customer refunds/transfers.


πŸ‘¨β€πŸ‘©β€πŸ‘§ Supplemental: The Parent Experience

While parents do not access the Web Dashboard, these videos explain their specific journey.

Registering a New Child: How parents build their "My Family" profile for one-click registration.

Purchasing a Program: The user journey from the marketplace search to the final checkout.

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