business
Daily operations
Manage day to day operations. Handle bookings, process cancellations, sell and manage products, adjust client credits, and coach all in one place.Front Office (11)
- library_books How to Keep an Overview of Your Daily Important Action Points Using the Dashboard
- library_books How to manually add customers to your portal
- library_books How to add or remove Staff members
- library_books How to Allow a User to Manage Another User's Account (Family Accounts)
- library_books How to manually Assign Products to Your Customers
- +6 items
Schedule (10)
- library_books How to add activities to your schedule to let customers book
- library_books How to Set Staff or Personal Availability for Private Sessions
- library_books How to manually Book Your Customers to Scheduled Activites
- library_books How to add a customer to a recurring session
- library_books How to manage the Waiting List for fully booked classes
- +5 items
Payments (7)
- library_books How to send a payment link or a payment reminder to your customers
- library_books How to Edit a Planned Payment (Order)
- library_books How to Schedule the Next Planned Payment for a Membership
- library_books How to Process Manual Payments (Cash, Bank Transfer, Other)
- library_books How to Correct an Invoice Using a Credit Note
- +2 items
Coaching (5)
- library_books How to create a workout plan template for your customers
- library_books How to create a workout program for your customers
- library_books How to assign a workout to your customers for training
- library_books How to follow the workout and bodymetrics progress of your customer
- library_books How to create a Workout of the Day (WOD) for all your coaching customers
Popular articles
- library_books How to Schedule the Next Planned Payment for a Membership
- library_books How to Edit, Update, or Cancel Scheduled Activities in Trainin
- library_books How to pause the membership of a client
- library_books How to change Product Validity or end an assigned Product
- library_books How to Manually Adjust Credits in a Customer’s Membership or Credit Pack