People

Remove a Staff member

How to remove Staff access for a coach or staff member

Written by Barry Pepper
Updated over a week ago

Process a Refund With ACH

Because ACH transactions are not instant, there is a delay in the ability to process a refund.

Written by James Plata
Updated over a week ago

Cancel a Plan

How To Cancel a Member's Plan

Written by James Plata
Updated over a week ago

Re-activate Old / Previous Credit Cards

Sometimes 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

Written by James Plata
Updated over a week ago

How to Add a New Member

There are multiple way to add members into your system. Here's a breakdown of the different methods

Written by James Plata
Updated over a week ago

Ad-hoc one time discounts for subscriptions

How to add a single use discount for any flat amount.

Written by Chris McConachie
Updated over a week ago

Fixing Broken CSV Downloads

Sometimes bad characters trip things up with CSV downloads. Here's how to fix them.

Written by Dan Uyemura
Updated over a week ago

Using a bar code scanner

An alternate to using the check-in app is a USB bar code scanner connected to a computer

Written by Chris McConachie
Updated over a week ago

Assigning Sub Accounts Member Portal Access

Explains how to setup a sub account for MP Access.

Written by Dan Uyemura
Updated over a week ago

Core - Sub-account troubleshooting

Common issues and questions about sub-accounts

Written by Stacy Kim
Updated this week

Checking Members in

Written by Barry Pepper
Updated over a week ago

Email or Text members

Options for how to Email or Text members

Written by Chris McConachie
Updated over a week ago

Sub-accounts (adding families or couples)

Sub-accounts are used to link parents, children, or couples together to share billing information

Written by Stacy Kim
Updated over a week ago

Best Practice for Drop-in's

Best Practice for Drop-in's

Written by Chris McConachie
Updated over a week ago

Creating or Updating Password.

Members will use their password to log into the Member Portal and can authenticate for purchases in the Store App set to Kiosk mode

Written by Chris McConachie
Updated over a week ago

Merge Members

When you have duplicate accounts, you should probably merge them.

Written by Chris McConachie
Updated over a week ago

Process a Refund With Credit Card

You can issue a full or partial refund for any credit card transaction in the Control Panel.

Written by Chris McConachie
Updated over a week ago

Setting Reminders

Set reminders about specific members

Written by Chris McConachie
Updated over a week ago

Add a Membership as a Gift

How to sell a Membership as a Gift

Written by Chris McConachie
Updated over a week ago

Profile Headshots

How Members/Admins/Staff can add a headshot

Written by Chris McConachie
Updated over a week ago

Member Status

Detailed rules on how Lead, Member, Ex-Member and Non-Member status are assigned to people

Written by Barry Pepper
Updated over a week ago

Updating or Adding Member Credit Card

Multiple options depending on if you want them to do it remotely or you have them in person with the card

Written by Chris McConachie
Updated over a week ago

Finding members

How to search for a specific member

Written by Chris McConachie
Updated over a week ago

Cancelling a Punchcard

Adjust the punchcard to 0

Written by Chris McConachie
Updated over a week ago

Plan Status

What each Plan Status means

Written by Chris McConachie
Updated over a week ago

Check-in Count

Keep tabs and find out how many check-ins each member has

Written by Chris McConachie
Updated over a week ago

Logins

Written by Chris McConachie
Updated over a week ago

Referred by

Find where the lead was generated from

Written by Chris McConachie
Updated over a week ago

Auto Assigning Leads To A Coach

How to generate a Lead Generation Landing Page for each coach.

Written by Chris McConachie
Updated over a week ago

Adding a Credit Card to a Lead

Adding a credit card to a lead

Written by Chris McConachie
Updated over a week ago

Access Roles

Who gets access to which parts of the Control Panel for Coaches, Front Desk and Admins

Written by Chris McConachie
Updated over a week ago

'Reply to" email address

Who does the 'Reply To' email get sent to

Written by Chris McConachie
Updated over a week ago

Login Access Control

Disable Control Panel access for Coaches

Written by Chris McConachie
Updated over a week ago

Assigning Members and Leads to Staff

How to assign a member or lead to one of your staff

Written by Chris McConachie
Updated over a week ago

Who gets notified?

Who gets email notifications anytime a lead is generated

Written by Chris McConachie
Updated over a week ago

Promote existing Member to Staff

Change the access permissions of a member to Staff

Written by Chris McConachie
Updated over a week ago

Staff - Changing Password

How to change or update a staff member's password

Written by Chris McConachie
Updated over a week ago

Add a Staff Member

Written by Chris McConachie
Updated over a week ago

Exporting member data

Exporting member data

Written by Chris McConachie
Updated over a week ago