Club Management Guides
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
Editing Parent and Student Profile Details
Last Updated: June 12, 2026How to Edit Parent and Student Details in the Profile Area 1. Open the member profile and locate the parent/student tabs 0:00 2. Edit the parent details 0:14 3. Edit the student details 0:24 4. Return to the main profile view 0:43
Access Parent Dashboard From Member Profile
Last Updated: June 12, 2026How to Load the Parent Dashboard from a Member Profile 1. Open the Member Profile Page 0:00 2. Select “Load Dashboard” 0:08 3. Review the Parent Dashboard View 0:16
Email a Member from Profile Area
Last Updated: June 12, 2026How to Email a Member from the Profile Area 1. Open the email composer from the member profile 0:00 2. Build and customize the email 0:15 3. Add attachments or schedule the email 0:30 4. Send the email 0:41
Charging a Member from Profile Page
Last Updated: June 12, 2026Charging a Member from the Profile Page 1. Open the member profile and go to Bulk Charge 0:00 2. Enter the charge details 0:08 3. Submit the charge for one member 0:20 4. Confirm the result of the charge 0:28
Add a Member to a Class from the Profile Page
Last Updated: June 12, 2026How to Add a Member to a Class from Their Profile 1. Open the member’s profile and choose Add to Class 0:00 2. Select the class and the member’s start date 0:08 3. Choose the matching subscription and plan start date 0:24 4. Save the enrollment or save and email the parent 0:35 5. Confirm...
Adding a Trial from Member Profile
Last Updated: June 12, 2026How to Add a Trial to a Member from Their Profile 1. Open the member profile and start a new trial 0:00 2. Choose an eligible class for the trial 0:16 3. Select the trial date and confirm 0:29
Add Member to Waiting List from Profile
Last Updated: June 12, 2026How to Add or Remove a Member from a Waiting List 1. Open the member’s profile and choose to add them to a waiting list 0:00 2. Select the class and confirm the addition 0:08 3. Verify the member appears in the Waiting List section 0:17 4. Remove the member from the waiting list if...
Transfer Members Between Classes From The Profile Area
Last Updated: June 12, 2026How to Transfer a Member from One Class to Another from Their Profile 1. Open the member’s current class session 0:00 2. Start the class transfer 0:10 3. Set the new class transfer date 0:31 4. Review the transfer details 0:48 5. Notify the parent and complete the transfer 1:04
Delete Class Sessions on Member Profile
Last Updated: June 12, 2026How to Delete a Class from a Member’s Profile Page 1. Open the class you want to delete 0:00 2. Choose the delete option 0:00 3. Set the class end date and confirm deletion 0:16 4. Verify the class has been moved to inactive 0:16
How to Add Notes to Member Profiles
Last Updated: June 12, 2026How to Add a Note to a Member’s Profile 1. Open the member’s profile and go to Notes 0:00 2. Enter the note and choose note options 0:12 3. Save the note and confirm it appears in the notes area 0:37
How to View Sibling Accounts via Profiles
Last Updated: June 12, 2026How to View Siblings and Switch Between Accounts 1. Open a member’s profile and find the Siblings section 0:00 2. Select a sibling account from the list 0:15 3. Continue moving between sibling profiles as needed 0:29
How to Add and Delete a Subscription in the Members Profile
Last Updated: June 12, 2026How to Add or Delete a Subscription on a Member Profile 1. Open the Subscription Area and Start a New Subscription 0:00 2. Select the Subscription and Set the Start Date 0:15 3. Save the Subscription 0:25 4. Select a Subscription to Delete 0:41 5. Choose When the Subscription Should Stop 0:50 6. Confirm the...
Assigning Subscriptions Between Siblings
Last Updated: June 12, 2026How to Assign Subscriptions Between Sibling Accounts 1. Identify which sibling account has the subscriptions 0:00 2. Open the subscription list on the account with the extra subscriptions 0:16 3. Reassign each subscription to the correct sibling 0:22 4. Save the changes and confirm the subscriptions moved 0:39 5. Verify both sibling profiles are updated...
View Email History and Resend Emails
Last Updated: June 12, 2026How to View a Member’s Email History and Resend Emails 1. Open the member profile and find Email History 0:00 2. Review delivery and read status 0:10 3. Search and filter for a specific email 0:18 4. Resend an unread email 0:30 5. Filter emails by date range 0:58
Add, Remove, and Set Default Payment Method in Member Profile
Last Updated: June 12, 2026How to Add, Remove, and Set a Default Payment Method 1. Open the payment method section in the member profile 0:00 2. Add a new card 0:09 3. Set the new card as the default payment method 0:35 4. Remove the old payment method if needed 0:51 5. Confirm the new default card is active...
View Transactions, Download Receipts, Refund Payments
Last Updated: June 12, 2026How to View Transactions, Download Receipts, and Refund Payments in a Member Profile 1. Find the Transaction Area in the Member Profile 0:00 2. Open a Transaction to View Details or Download a Receipt 0:19 3. Refund a Payment 0:46
How to Add a Member Profile Tag
Last Updated: June 12, 2026How to Add or Remove Tags from a Member Profile 1. Open the member profile and find the tag section 0:00 2. Add a tag to the member 0:10 3. Remove a tag if needed 0:21
Email an Invoice Link from Profile
Last Updated: June 12, 2026How to Email an Invoice Link to a Member from Their Profile 1. Open the member’s profile and start the invoice email 0:00 2. Fill out the invoice details 0:08 3. Send the invoice link 0:16 4. Track payment status 0:31 5. Member pays from their dashboard 0:42
How to Add Reports to Member Profiles
Last Updated: June 12, 2026How to Add a Report to a Member’s Profile 1. Open the member’s profile and find the Add Report section 0:00 2. Select the report you want to add 0:14 3. Enter the report title and choose whether parents can view it 0:24 4. Save the report or save and email it to the parent...
Viewing Recent Account Activity in Members Profile
Last Updated: June 12, 2026How to View Recent Account Activity in a Member’s Profile 1. Open the Recent Activity section 0:00 2. Search for specific activity 0:16 3. Filter activity by date range 0:16 4. Clear filters to view all activity 0:34 5. Understand what appears in Recent Activity 0:34
How to Add and Manage Shop Categories
Last Updated: June 16, 2026How to Add and Manage Shop Categories 1. Open the Categories Manager 0:00 2. Review Existing Categories 0:13 3. Add a New Category 0:22 4. Delete an Unwanted Category 0:42 5. Manage Multiple Shop Categories 0:42
How To Create Products In The Shop
Last Updated: June 16, 2026How to Add and Manage Products in Your Shop 1. Start by adding a new product 0:00 2. Enter the product details 0:22 3. Decide whether the product has variants 0:40 4. Set product availability and stock tracking 0:47 5. Add variants for products with multiple options 1:13 6. Review and edit variant pricing or...
How to Mark Shop Orders Ready and Collected
Last Updated: June 17, 2026How to Mark Shop Orders as Ready for Collection, Collected, and Refund Them 1. Open the Shop Orders page 0:00 2. Review a pending order 0:14 3. Mark the order as Ready for Collection 0:23 4. View orders that are ready for collection 0:44 5. Mark the order as Collected 0:57 6. Check the Collected...
Viewing Member Badge Awards in Profile
Last Updated: June 17, 2026How to View a Member’s Badge Awards from Their Profile 1. Open the member profile and scroll to the Awards section 0:00 2. Review badges the member is currently working toward 0:14 3. Switch to the Badges tab to view achieved awards 0:32 4. Use the badge history to confirm correct awards 0:40