🚀 Getting Started with Obbi

🏌️ Welcome to Obbi

Obbi is here to make safety and compliance simple, efficient, and accessible for your team. Whether you’re transitioning existing safety processes or creating new ones, Obbi is designed to help your club run smoothly. Here’s everything you need to know to get started and make the most of your Obbi experience.

We also have a full Help Centre available at where you can find detailed User Guides, Success Stories, and Product Release Notes.

👷‍♂️ Setting Up Your Account

The first step is setting up your account with the key materials your team already relies on. Gather your club’s Health and Safety Policy, training documents, checklists, risk assessments, staff list, and any other relevant documents. This preparation will help you hit the ground running and keep your team aligned.

For added guidance, we provide two 30-minute onboarding sessions to support your setup. During these sessions, we’ll help you prioritise what matters most, answer questions, and provide expert advice to set Obbi up effectively for your needs. With our team guiding you, you’ll be equipped to take charge of the configuration that best supports your team’s safety efforts.

🧑 Adding Users and Structuring Teams

Once you’ve gathered your staff list and uploaded it into Obbi, each team member will receive a welcome email and instructions to download the Obbi app (available on iOS and Android). This will give everyone mobile access to Obbi and allow for seamless communication.

For more information on how your staff can make use of Obbi, please see Using Obbi from Your Phone.

For getting your teams setup, you can follow these tutorials below, which walk you through the process of structuring your organisation within Obbi. Setting up users, assigning teams, and configuring permissions are straightforward steps that ensure each staff member has access to the right tools.

How to Create a New User

Obbisolutions

12 Steps

Louise Gauntlett

How to Create or Delete Teams

Obbisolutions

13 Steps

Louise Gauntlett

How to Manage Job Roles

Obbisolutions

13 Steps

Louise Gauntlett

🔨 Core Functionality

As you start using Obbi, you’ll find several core features that help streamline your safety and compliance processes:

Task Template Library

Access the Task Template Library to make routine safety checks and compliance tasks more efficient. Our video guide, How to Use the Task Template Library, will help you customise templates to match your club’s unique needs, saving time and ensuring consistency.

How to Create a Task

Obbisolutions

27 Steps

Louise Gauntlett

Training Modules

Obbi makes it simple to build and assign training courses, helping staff stay updated on critical safety knowledge. Watch How to Create a Training Course for practical tips on developing interactive, effective courses that engage and inform.

How to Create a Training Course

Obbisolutions

40 Steps

Louise Gauntlett

Risk Assessments

With Obbi’s risk assessment feature, you can create, assign, and track assessments that identify potential hazards. Our How to Create a Risk Assessment video will guide you through setting up meaningful assessments tailored to your club, supporting your commitment to safety.

How To Create a Risk Assessment

Obbisolutions

31 Steps

Chris McAtackney

These tools offer a streamlined approach to safety management that’s both accessible and effective for everyone on your team.

🚀 Expanding and Rolling Out Obbi

Transitioning to a new system like Obbi represents an opportunity for growth but can also bring challenges. A successful rollout doesn’t just involve setting up new processes; it requires leading people through a change in daily practices and reinforcing the commitment to safe operations. Here are some strategies to help your team smoothly adopt Obbi.

Start Small, Focus on Impactful Changes First

Rather than introducing Obbi’s full range of features at once, consider starting with a few high-impact processes. By prioritising safety-critical tasks, your team can quickly experience the benefits without feeling overwhelmed by too many new practices.

• Select Priority Tasks: Begin with core tasks like training tracking, risk assessments, or key checklists that your team will immediately recognise as essential to their safety responsibilities.

• Show Immediate Benefits: When the team sees early wins, such as simplified reporting or faster access to safety information, they’ll understand how Obbi supports their day-to-day work.

Build Engagement and Buy-In by Leading with Safety

A significant part of change management is helping people see why a change matters. Emphasise that the goal of using Obbi is to support a safer working environment, not just to check boxes. Aligning the rollout with a clear safety mission can make the process feel meaningful rather than administrative.

• Communicate the Purpose: Share the vision that Obbi isn’t just a tool but a central part of keeping everyone safer. Highlight that compliance is not an end goal but a means to ensure each team member can operate safely and confidently.

• Involve Key Champions: Identifying team leaders or “safety champions” who can model Obbi use and promote its value helps create a positive ripple effect across the team.

Training and Support to Reduce Friction

As people adjust to new ways of working, offering consistent support will be crucial to reducing resistance and keeping motivation high. Training resources, approachable guidance, and ongoing support are essential to keep the momentum going.

• Practical, Hands-On Training: Encourage hands-on learning with smaller groups initially. This allows team members to ask questions, become familiar with the tools, and learn from each other in a more supportive setting.

• Offer Guidance for Overcoming Obstacles: Acknowledge that adopting new practices can be challenging. Provide tips for handling common issues, like troubleshooting app access or managing notifications, so team members feel equipped to navigate early frustrations.

Reinforce Safe Operations as the End Goal

Throughout the rollout, it’s essential to reinforce that every change, every task, and every checklist in Obbi is there to support safe operations. This clarity helps maintain focus and avoids the perception that Obbi is simply an administrative burden.

• Share Real-World Examples: Point out examples of how Obbi has already improved safety practices at your club or other clubs, showing the team that each new habit has real, tangible benefits. You can find some real-world examples on our Success Stories page.

• Continuous Feedback Loop: Create opportunities for staff to give feedback on their experiences with Obbi. Regular check-ins help you identify any barriers to adoption, clarify expectations, and adjust practices as needed to keep safety front and centre.

Moving Toward Full Adoption

As more processes move into Obbi, continue to support your team’s learning journey by celebrating small milestones and reminding everyone of the larger purpose. Full adoption is a gradual process, and by keeping safety at the heart of the rollout, you’re not just changing systems – you’re building a stronger culture of safe operations across your club.

Encourage patience, provide ongoing support, and keep the focus on creating a safer, more collaborative workplace. With Obbi, each step forward is another step toward a club environment where safe practices are part of every team member’s daily routine.

🛟 Long-Term Support

With Obbi, ongoing support is always at hand. Our Help Centre provides articles and videos for continuous learning, while our support team is available at support@obbi.club to assist with any issues. New users can get familiar with Obbi through these resources, ensuring everyone has the support they need to succeed.

If any of your team forget their password or can't access Obbi for some reason, you can reset their password using the following guide:

How to Reset your User's Passwords or resend the Welcome Email

Obbisolutions

6 Steps

Marta Piersiak

🏆 Exploring Obbi Pro

If Obbi Lite meets your essential needs and you’re ready for more, Obbi Pro expands your capabilities with advanced tools like Corrective Actions, Issue Reporting, Safety Action Plans, Certificate Management, and more. A dedicated Customer Success Manager will also work with you through a 90-day onboarding plan to help you embed these practices across your club’s operations. For more information or to discuss upgrading, contact success@obbi.club.

Obbi is here to support your journey toward a safer, more compliant club environment. If you find Obbi valuable, we’d love for you to help spread the word. Visit our website to read success stories from other clubs, and consider sharing your own experiences with us.