Skip to main content
All CollectionsStaff & Admins
Staff & Admins | Core
Staff & Admins | Core

Core Customer Support, FAQ, & Everything Needed to Manage Core

216 articles
Core | Why did you guys build PushPress?
Setup

Help Documentation for Core Account Set Up

Core | Google Calendar Troubleshooting
Core - Disconnect your Google Calendar
Core | Supported BrowsersAs a general rule, any page behind an Admin or Coach login will work on Google Chrome
Core | Setup - Upload Your LogoUploading your custom logo and setting your main color theme is the easiest way to ensure your business's branding is consistent
Core | Customize Your URL (subdomain)Your URL is the link you and your staff use to log into your system.
Core | Setup - Changing/Updating Your Company NameHow to change the company name that your members and customers see
Core | Invoices - "Auto Close"Auto-Close Open invoices to minimize transaction fees over the billing cycle
Core | Stripe - Bank Connection This is how you get paid!Connect your bank account to Stripe
Core | Staff Access Roles & VisibilityControl Panel (Dashboard) access and visibility is granted based on the staff member's access role
Core | Setup - Apps OverviewOverview of the PushPress App ecosystem
Core | Admin - Can't access accountWhat happens when you cannot access your account (gym owners)
Core | Setup - Update Your PushPress Account Credit Card on FileIf you need to change the Credit Card your monthly PushPress software dues comes from, read this
Core | Sales Tax Set Up & ReportingSetting up sales tax rates and financial reporting in Core
Core - Privacy Policy & Terms of UseAdd a Privacy Policy to allow users to understand your policies.
Core | Hybrid AF - 24 Hour Door Access
Core | Get Started - Shopping List
Calendar & Schedule

Help Documentation for Core Account Calendar & Class Set Up

Core | Events - Cancel RegistrationHow to cancel the registration of someone for one of your events.
Core | Calendar - Embed Public Calendar LinkHow to use URL parameters to embed on your website.
Core | Calendar Class Types - Create, Edit or DeleteCalendar type allows you to restrict specific class access by membership
Core Calendars | Create Locations - Add, Edit and DeleteHow to create Physical and Virtual Locations for your classes
Core | Calendar - Create a classAdd a class to your PushPress Calendar
Core | Class - Attendance Caps and RegistrationSome gyms need to cap attendance for classes. Find out how to set that up correctly here.
Core | Calendar - Edit a ClassEditing a class
Core | Members - Add to a class via Control PanelRegister or check-in a member via the Control Panel
Core | Classes - Who signed up?Find out who has reserved a class
Core | Creating a CourseHow to create a series of classes with start and end date, aka 'Course'
Core | Create an EventHow to create an event
Core | Creating a Team EventCreate a Team Event, sell it to members and non-members
Core | Create Event DiscountsSometimes you might want to offer your members a discount for an event you are doing.
Core | Events - Sell Registration or Share LinkFind the link to get your event seen
Core | WaitlistHere is a breakdown of what waitlisting does, how it works, and how your members will use it in the member app.
Core | Calendar Overview
Core | Open GymYou may want to add a check-in option for an open gym type of class where it could span multiple hours of the day or available 24/7.
Core | Classes - Configuring Registration WindowSet the parameters around when members can and can't reserve a spot in class
Plans - Create, Sell & Discount

Help Documentation for Core Account Plan/Membership Set Up

Core | Plans - Create a ChallengeChallenges can be created and purchased through PushPress.
Core | Plans - Editing PlansSo, you want to edit a plan that is already created...and may already have members? Here's what you can do.
Core | Landing Pages - Credit Card or ACHMember choice - Credit Card or ACH
Core | Plans - Landing Page Leverage*Here at PushPress, we love our Landing Pages. Quick, friction free sign ups from FREE trials to Paid Memberships
Core | Set up - Sign Up and Reserve a Spot in Class, RedirectWhen selling a plan online, you may want to redirect a member to schedule a class
Core | Members - Sub-accounts (adding families or couples)Sub-accounts are used to link parents, children, or couples together to share billing information
Core | Landing Pages - The New Member ExperienceHere's what the experience will be for a new member at your gym
Core | Upgrade/Downgrade Member planUpgrading or Downgrading a members plan can be done in a few simple steps.
Core | Plans - Free or Paid Trial
Core | Plan CategoriesCreate plan categories to keep more organization to your plans
Core | Plans - Create PlansGeneral overview on best practices for Plan setup
Core | Plans & Events - Connect to Website
Core | Plans - 4 Week and Bi-Weekly Billing Cycles + ImplementationNo more monthly memberships? Here is how you set up different billing cycles in PushPress Core.
Core | Plans - Pre-Sale or Session Start DateSell a Plan with a specific start date
Core | Plans - ProrateProrating a member's plan to charge for part of the month
Core | Plan - StatusWhat each Plan Status means
Core | Plan - CancellationHow To Cancel a Member's Plan
Core | Drop-ins - Best PracticesBest Practice for Drop-ins
Core | Plans - Pause MembershipHow to pause member's plan
Core | Delete a PlanHow to delete a plan
Core | Plans - Adjust Billing DateEdit the billing date on a member's plan
Core | Plans - Change Billing MethodYou can change the payment type for any recurring plan from cash to card at anytime before the next bill date
Core | Plan DiscountsCreating, applying, and providing discounts for plans
Core | Plans - Gift a MembershipHow to sell a Membership as a Gift
Core | Plans - Check-In RestrictionsWhen do restricted plan counts reset?
Core | Plans - Yearly Fee Gym MaintenanceYearly Charge for Maintenance
Core | Plans - Monthly Recurring Plan OptionsTypical month to month membership class, CrossFit, GPP, Yoga, Barbell Club, Strength & Conditioning can all fall under this setup
Core | Punchcard PlansCreate Punchcards for Specific Amounts of Visits on a Plan.
Core | Plans - Roll Out a Price IncreaseIts time to raise your rates. Now what?
Core | Plans - On-ramp, Fundamentals, Foundations, etc.Plan to sell for small groups to get them ready for main class.
Core | Plans - Free Class or Fitness AssessmentIf you have free class or appointment to get prospects in the door, here is the recommended way to set that up.
Core | Creating a Hold FeeYou may want to charge someone a monthly fee while their membership is on hold, here is how to do that.
Core | Plans - Punchcard Adding/Removing PunchesAdjust the amount of punches on a Punchcard plan
Core | Plan - Summer Camp Set upSetting up, selling, and managing summer camp
Creating Classes with Start and End DateSet up a class that begins and ends on predetermined dates. Most helpful with Bootcamps, Short Courses, or Kids Camps
Core | Plans - Sell onlineThe following articles discuss how to find the landing page links and the second one discusses how to embed them into your site.
Core - Embedding Landing PagesiFrame a Plan Landing Page or your schedule in your website
Core | Hybrid PlansCombine monthly class plans with appointment credit allocations
Core | Landing Pages - OverviewHelp Docs to support use of Landing Pages
People

Help Documentation for Member & Staff Support

Core | What is the new member experience? (Member Journey)Here's what the experience will be for a new member at your gym
Core | Staff - Assigning Members and LeadsHow to assign a member or lead to one of your staff
Core | Lead - Referred byFind where the lead was generated from
Core | Members - Sub-account TroubleshootingCommon issues and questions about sub-accounts
Core | Promote or Demote StaffEasily promote or demote staff members and assign access roles using their core profile
Core | Check in - Coach Check-in Options
Core | Members - Assigning Sub Accounts & Member App AccessSub Accounts can access their own account on the member app
Core | Members - Add a New Member + Add a PlanThere are multiple way to add members into your system. Here's a breakdown of the different methods
Core | Member - Logins
Core | Members - PasswordsMembers will use their password to log into the Member App and can authenticate for purchases in the Store App set to Kiosk mode
Core | Staff - Changing PasswordHow to change or update a staff member's password
Core | Add a Staff Member
Core - Adding Control Panel access to staff membersDisable Control Panel access for Coaches
Core | Members - Check-In History
Core | Members - Check InsCheck in Your Members to Make Decisions for your Business
Core | Leads - Auto - Assigning To A CoachHow to generate a Lead Generation Landing Page for each coach.
Core | Leads - Merge Fields and How to Use ThemUsing the Redirect URL to pass data
Core | Members - Merge MemberWhen you have duplicate accounts, you should probably merge them.
Core | Lead - Adding a Credit CardAdding a credit card to a lead
Core | Profile HeadshotsHow Members/Admins/Staff can add a headshot
Core | Member Status TagDetailed rules on how Lead, Member, Ex-Member and Non-Member status are assigned to people
Core | Members - SearchHow to search for a specific member
Core | Attendance - Check-in CountKeep tabs and find out how many check-ins each member has
Core | Cancelled Members - Download a ListView your cancelled subscriptions.
Payments

Help Documentation for Core Account Payments

Core - Canada ACSS on Landing PageUsing Direct Debit from a landing page
Core | Stripe - Bank Account ChangeHow to change the bank account your member payments from PushPress go into.
Core | Australia Direct DebitDirect Debit allows you to capture a member's banking information for direct debit.
Core | Member Alert - Managing The Extra Invoices CreatedWith the shift from adding plan Subscriptions to Invoices, there might be some data clean up that needs to be done
Core | International Debit for Europe (SEPA)Adding International Debit to your Core account.
Core | ACH - Payment FailuresWhat happens when an ACH payment is returned as failed?
Core | ACH - Update Bank AccountIf a member's bank information changes, or they wish to just switch to use a different bank.
Core | Split PaymentsHow to set up a class/event with a split payment
Core | Why Am I Not Receiving Deposits?If you have not received deposits according to your regular schedule, use the steps below to get that fixed.
Core | ACH - How To EnableACH is an alternative payment method the can be used in place of credit cards. This involves direct debits from a customer's bank account.
Core | Payments - Charge FailedEvery now and again a Credit Card will get declined. Here is what to do.
Core | ACH - Cost, Fees and Benefits
Core | Payments - Recording Future InvoiceYou may have someone who wants to pay for their membership for the next few months
Core | ACH - Process a RefundBecause ACH transactions are not instant, there is a delay in the ability to process a refund.
Core | Payments - Collecting OverdueHow to get collect payments that are overdue
Core | Failed PaymentsWhen an invoice or transaction fails, system actions and alerts are triggered. This is what happens.
Core | ACH Migration ModeHow to bulk request ACH bank info from leads, non-members, and members all at one time.
Core | Payments - InvoicingWhat it is, what has changed, and why invoicing in the first place?
Core | ACH - Verify Bank AccountsEasily allow your customers to verify their bank account as part of the sign up process
Core - Credit Cards Payment Options | Processing Fees
Core | Stripe Payment Processor = BestReasons why Stripe is currently the only Merchant Processor we integrate with
Core | Credit Cards - Re-activate Old / PreviousSometimes a member wants to use an old card on file. Here's how to switch the card on file with a previously used credit card
Core | Stripe - Transfers (How soon will I get my money?)How long will it take to get your Stripe transfers
Core | Credit Card - Process a RefundYou can issue a full or partial refund for any credit card transaction in the Control Panel.
Core | Can I use my own credit card processor?
Core | ACH - Start GuideACH payments made easy.
Core | Find active paying membersWith a few button clicks you can find your active paying members
Core | Credit Card - Updating or AddingMultiple options depending on if you want them to do it remotely or you have them in person with the card
Core | Stripe - Can I link two accounts to PushPress?You may have different revenue streams that you want to go to different Stripe accounts
Core | Flex Fee FAQsHere are some commonly asked questions about Flex Fee
Core | How to Set Up Flex FeeHow to set up your Flex Fee
Core | What can a member do if they miss a payment and are in Alert Status?Here are the actions your clients can take if they have a late payment.
Core | International Debit for CanadaAdding International Debit for Canada to your Core account.
Appointments

Help Documentation for Core Account Appointments

Core | Appointments System OverviewRecurring billing or recurring booking, PushPress Appointments has you covered
Core | Appointment Types - Details, Staff, Availability & NotificationsThe new Appointment system can create multiple appointment types with different default availability and staff members.
Core | Appointments Landing Pages - Link to Website & Free First AppointmentThe steps below will guide you to the links needed to be able to offer appointment purchase and sing up on your website.
Core | Appointments - PayrollHow to track your staff payroll for appointments using the Appointment system.
Core | Appointments - Creating and using PackagesLet's take a look at how to create a sell appointment packages.
Core | Appointments - Buy Credits and Book Appointment For clientPurchase and book appointment or just add a package
Core | Appointments - View CalendarQuick look at different views you can select from on the appointment calendar for staff
Core | Appointments - Book Appointment with Landing PagesSell Appointments online with Landing pages.
Core | Appointments - View Member Appointment HistoryHere is how you can view a full history of appointments sold, booked, and attended for a member.
Core | Appointments - Staff Hours & AvailabilityAdd windows of availability for your booking appointments with staff
Core | Recurring Appointment BookingBook recurring appointments with or without available credits.
Core | Appointments - Book Multiple SessionsSee a client each week or want to book multiple appointments at once? Let's go!
Core | Recurring Appointment Booking FAQFind answers to commonly asked questions about recurring appointment booking from Core
Core | Appointment Calendar ViewChange the appointment calendar view to increase functionality and productivity
Core | Appointment Member Status TagApply a member status tag to your appointment clients who do not have a membership plan.