Actions
How to Email a Member
Last Updated: June 11, 20261. Select the member or members you want to email 0:00 2. Choose Email as the action type 0:11 3. Build your email 0:16 4. Add attachments or schedule the email 0:27 5. Send the email 0:46 6. Repeat the same process for a class or selected group 0:57
Transfer a Member to a New Class
Last Updated: June 11, 2026How to Transfer a Member Into a New Class from the Registers Page 1. Open the Member Transfer option 0:00 2. Enter the transfer details 0:16 3. Review the transfer and notification options 0:46 4. Complete the transfer 1:02
How to Bulk Charge a Member
Last Updated: June 11, 2026How to Bulk Charge a Member 1. Select the member 0:00 2. Choose the Bulk Charge action 0:11 3. Enter the charge details 0:21 4. Review the charge outcome 0:36 5. Parent pays the invoice if needed 0:44
How to Remove a Member From Class
Last Updated: June 11, 2026How to Remove a Member from a Class 1. Open the member removal flow 0:00 2. Choose the action type 0:10 3. Select the last lesson date 0:16 4. Review the cancellation details 0:26 5. Confirm the removal 0:45 6. Finish and close 0:56
Managing Member Subscriptions
Last Updated: June 11, 2026How to Manage a Member’s Subscriptions 1. Open Subscription Management for the Member 0:00 2. Remove Any Existing Subscriptions First 0:14 3. Add a New Subscription 0:30 4. Review the Subscription Change Details 0:40 5. Apply the Change and Send Confirmation if Needed 0:56 6. Finish and Exit 1:10
Manage Member Awards
Last Updated: June 11, 2026How to Manage a Member’s Awards 1. Open the Manage Awards action 0:00 2. Add an award to the member’s profile 0:16 3. Remove an award if needed 0:31
How to Set Member Affiliation Records
Last Updated: June 11, 2026How to Set a Member’s Affiliation Status 1. Open the member’s actions menu and choose Set Affiliation 0:00 2. Choose the member’s affiliation status 0:16 3. Optionally notify the parent by email 0:30 4. Save the change and confirm the update 0:38
How to Email a Payment Invoice Link
Last Updated: June 11, 2026How to Send a Member a Payment Invoice Link 1. Select the member and choose the invoice action 0:00 2. Fill out the invoice details 0:15 3. Send the invoice to one member 0:24
How to Credit and Debit Member Profile Accounts
Last Updated: June 11, 2026How to Credit and Debit Funds in a Member Profile 1. Open the member’s profile and choose Credit/Debit 0:00 2. Add a credit to the member’s profile 0:15 3. Debit the credit when the member uses it 0:24 4. Check a member’s available credit 0:58