# Information to Collect Before Configuring Go Operator

HTML version: [Information to Collect Before Configuring Go Operator](https://support.gladstonesoftware.cloud/gooperator/information-to-collect-before-configuring-go-operator)

## Problem
Before Go Operator can be configured, the site must supply branding, contact, legal, payment, booking and membership details. Gathering them in advance stops configuration training stalling.

## Resolution

1. **Collect the following from the site**

   | Area | What the site must supply |
   |---|---|
   | Branding | Primary, secondary and optional tertiary colour hex codes; logo as PNG or JPEG |
   | Customer support | Booking and membership help email addresses and phone numbers (one combined set or two separate sets) |
   | Legal | Stable URLs for privacy policy and terms and conditions; health commitment statement if used |
   | Website | Home-page URL (tenant URL) and any destination URLs used by buttons or links |
   | Direct Debit | Company name, trading name, service user number (SUN) and advance-notice days for changes to amount or frequency |
   | Payments | Gladstone Pay configuration and credentials (supplied through the project manager) |
   | Address lookup / bank validation | GB Group account username and password, and which licences are held |
   | Marketing | Consent wording; Google Analytics and Facebook pixel keys if wanted |
   | Booking | Advance-booking windows, booking and cancellation cut-offs, daily limits, duplicate-booking rules and alert-list rules |
   | Memberships | Product list, prices, durations, contracts, eligibility, facilities, peak/off-peak rules and which are sold online |
   | Communications | Approved templates, sender name, links and schedules |

## Notes

- Memberships sold online are mapped in Operator; see [Setting Up Go Join Tag Groups and Mapping Memberships](gladstone-go-join-tag-groups-buttons-and-membership-mapping.md).
- Communications are covered in [Gladstone Go and 360 Email Templates](gladstone-go-email-templates-and-communication-jobs.md).
- Related: [Go Branding, Links and Contact Details in Operator](go-branding-links-and-contact-details-in-operator.md); [Direct Debit Mandate Details and Bank Validation in Go Operator](direct-debit-mandate-details-and-bank-validation-in-go-operator.md); [Go Book Booking and Cancellation Settings in Operator](go-book-booking-settings-and-restrictions-in-operator.md).