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Staff & Admins | Core

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

189 articles
Core | Why did you guys build PushPress?
Core | Modifying Schedules for Holidays & Inclement WeatherCommunicating Holiday Closures and Inclement Weather Updates
Core | Dashboard 2.0 OverviewDashboard 2.0 empowers gym owners & staff with a user-focused, efficient interface design to streamline operations and enhance productivity.
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 AccessUsing HybridAF to provide 24 hour gym access
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 DeleteBy setting up calendar types, you can control access, organize your schedule, & ensure that the right members attend the right classes.
How to Create Locations for Classes & Events in PushPress CoreHow 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 WindowDefine when members can and cannot reserve a spot
Plans - Create, Sell & Discount

Help Documentation for Core Account Plan/Membership Set Up


Core | Plans - Free or Paid Trial
Core | Upgrade/Downgrade Member Plan using Switch Plan FeatureUpgrading or Downgrading a members plan can be done in a few simple steps.
Core | Landing Pages - The New Member ExperienceHere's what the experience will be for a new member at your gym
Core | Members - Sub-accounts (adding families or couples)Sub-accounts are used to link parents, children, or couples together to share billing information
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 | Plans - Landing Page LeverageSelling plans online through landing pages creates a frictionless experience for new & existing members.
Core | Landing Pages - Credit Card or ACHMember choice - Credit Card or ACH
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 | Drop-ins - Best PracticesBest Practice for Drop-ins
Core | Plan DiscountsCreating, applying, and providing discounts for plans
Core | Plans - Roll Out a Price IncreaseRaising membership rates is a common practice for businesses, and PushPress simplifies this process.
Core | Plans - On-ramp, Fundamentals, Foundations, etc.Plan to sell for small groups to get them ready for main class.
Creating a Trial or No Sweat Intro Call to Action in PushPress CoreEvery business should have a Call to Action and an easy way to have prospective members or clients sign up. This article will show you how!
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
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 - 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
Core | Plans - Create, Edit & DeleteCreate and edit the perfect membership plans for your business
Core | Plans - Status & Billing ActionsUnderstanding plan status and how they relate to billing & billing actions.
Core | Plans - Specialty PlansHow to create specialty plans for "non-standard" memberships & services
People

Help Documentation for Member & Staff Support


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 | Add a New Member & Add a PlanThere are four primary ways to add a member to your PushPress account and add a plan to their profile.
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 MemberStaff access is beneficial for managing schedules, signing up members, processing transactions, and managing leads.
Core - Adding Control Panel access to staff membersDisable Control Panel access for Coaches
Core | Reporting Member Attendance HistoryHow to view a member's individual attendance 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 | 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 Collecting & Processing PaymentsACH allows you to capture a member's banking information for direct debit.
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 | Payments - Charge FailedEvery now and again a Credit Card will get declined. Here is what to do.
Core | Payments - Recording Future InvoiceYou may have someone who wants to pay for their membership for the next few months
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 ModeBy using migration mode, you streamline the setup for ACH payments across your entire client base.
Core | Payments - InvoicingWhat it is, what has changed, and why invoicing in the first place?
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 GuideBy integrating ACH payments, businesses can reduce transaction costs while maintaining a seamless payment experience for their members.
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
How to Create Appointment Types in PushPress CoreFollow these steps to create or edit appointment types in PushPress Core
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 | Manage a Member's Appointment Credits & 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.