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🏟️ Organization Learning Path: "How to Master NRICH"

Step-by-step playbooks for Owners, Directors, and Admins to command every aspect of the NRICH ecosystem.

Updated this week

🛡️ The Owner’s Mission: "Brand & Financial Strategy"

Stage 1: Digital Identity

Objective: Establish your administrative presence and public-facing brand.

  • Step 1: Register a New Profile

    • Action: Create your primary administrative credentials in the NRICH portal.

    • Context: This account serves as the "Master Admin," holding the highest level of security and access.

  • Step 2: Navigating Manage Business

    • Action: Upload your Logo, Banner, and set your unique Marketplace "Slug."

    • Value: This defines your marketplace URL (e.g., nrich.app/your-brand) and ensures consistent branding for parents and coaches.

Stage 2: Financial & Legal Infrastructure

Objective: Securing the business and preparing for revenue collection.

  • Step 3: Legal & Compliance

    • Action: Build your master library of liability and consent waivers.

    • Note: By uploading these once, you ensure every participant signs the correct legal document during checkout.

  • Step 4: Managing Multiple Businesses

    • Action: Connect Stripe accounts for distinct financial entities.

    • Context: Whether you have one location or ten, this step allows you to route specific program revenue to the correct bank accounts.

Stage 3: High-Level Analytics

Objective: Monitoring the pulse of the organization.

  • Step 5: Dashboard Statistics

    • Task: Review the revenue growth and order volume charts on the main dashboard.

    • Value: This data allows you to identify which programs are scaling and where to allocate more marketing resources.


🏟️ The Program Director’s Mission: "The Architect"

Stage 1: Program Design

Objective: Designing the recurring value for your community.

  • Step 1: Program Builder

    • Action: Create reusable curricula templates for every sport or enrichment activity.

    • Context: By building a master template, you can clone and launch future seasons in seconds without re-typing descriptions.

  • Step 2: Managing Locations

    • Action: Map out physical facilities, courts, and field numbers.

    • Task: Ensure location addresses are accurate so the Parent App can provide GPS directions.

Stage 2: Marketplace Deployment

Objective: Launching live registrations and incentives.

  • Step 3: Creating a New Season

    • Action: Launch your first recurring league or class series.

    • Note: This is where you set specific dates, times, and age-based eligibility filters.

  • Step 4: Managing Discounts

    • Action: Configure Sibling and Multi-Program promo codes.

    • Value: Eliminates the manual work of applying discounts; the system calculates the "Administrative Tax" reduction automatically at checkout.

Stage 3: Special Initiatives

Objective: Handling non-recurring revenue opportunities.

  • Step 5: Public Events

    • Action: Set up one-time fundraisers, tryouts, or clinics.

    • Context: These events appear in your marketplace as standalone opportunities separate from your primary seasons.


📊 The Office Admin’s Mission: "The Operator"

Stage 1: Workforce Readiness

Objective: Onboarding the team and ensuring compliance.

  • Step 1: Managing User Roles

    • Action: Invite your internal team members and set specific permissions (e.g., Manager vs. Coach).

  • Step 2: Reviewing Coach Submissions

    • Task: Audit W-9s and Background Checks via the Coach Dashboard.

    • Value: This "Compliance Gate" ensures no coach is cleared for work until their legal paperwork is verified.

Stage 2: Operations & Communication

Objective: Running the day-to-day schedule and keeping users informed.

  • Step 3: The Unified Scheduler

    • Action: Manage master planning, shift assignments, and staff time-off requests.

    • Task: Identify scheduling gaps instantly to prevent sessions from going uncovered.

  • Step 4: Marketing & Emails

    • Action: Configure SMTP "Secret Keys" and set up automated reminders.

    • Context: Ensure that reminders hit the parent’s inbox exactly 24 hours before a session starts.

Stage 3: Financial Reconciliation

Objective: Closing out sessions and handling billing.

  • Step 5: Ticket Center & Payroll

    • Action: Validate end-of-session tickets to confirm work was performed.

    • Value: Releasing coach payments via the dashboard ensures accurate payroll based on verified attendance.

  • Step 6: Orders & Refunds

    • Action: Manage customer billing inquiries, process refunds, or execute 1-click student transfers.

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