A2B Manager
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Account Management

6
  • How parents create an account
  • How parents update their details
  • How parents reset their password
  • How parents add emergency and additional contacts
  • How parents view their signed terms and conditions
  • How parents report their child’s absence

Payments & Billing

3
  • How parents get payment receipts
  • How parents pay outstanding invoices
  • How parents update payment methods

Shop

1
  • How parents order products from your shop

Bookings & Memberships

6
  • How parents book a trial
  • How parents book onto a waiting list.
  • How parents enrol to classes from waiting list or trial
  • How parents book a multi-event style class
  • How parents book PAYG style classes
  • How parents request to cancel their child’s space

Club Management Guides

33
  • How to Email a Member
  • Transfer a Member to a New Class
  • How to Bulk Charge a Member
  • How to Remove a Member From Class
  • Managing Member Subscriptions
  • Manage Member Awards
  • How to Set Member Affiliation Records
  • How to Email a Payment Invoice Link
  • How to Credit and Debit Member Profile Accounts
  • Editing Parent and Student Profile Details
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Set Up Wizard

9
  • Setting Up Subscription Products Plans
  • Adding locations
  • Adding club categories
  • Add Award Syllabus
  • Adding classes
  • Adding class groups
  • Adding subscriptions to groups
  • Adding times to a group
  • Adding terms and conditions

Class Types

6
  • Understanding the Structure of Recurring Subscription Classes
  • Setting Up Your First Recurring Subscription Class
  • Understanding the Structure of Term-Based Classes
  • Setting Up Your First Term-Based Class
  • Understanding the Structure of PAYG Classes
  • Setting Up Your First recurring PAYG Class
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Actions

9
  • How to Email a Member
  • Transfer a Member to a New Class
  • How to Bulk Charge a Member
  • How to Remove a Member From Class
  • Managing Member Subscriptions
  • Manage Member Awards
  • How to Set Member Affiliation Records
  • How to Email a Payment Invoice Link
  • How to Credit and Debit Member Profile Accounts
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Student Profile

21
  • Editing Parent and Student Profile Details
  • Access Parent Dashboard From Member Profile
  • Email a Member from Profile Area
  • Charging a Member from Profile Page
  • Add a Member to a Class from the Profile Page
  • Adding a Trial from Member Profile
  • Add Member to Waiting List from Profile
  • Transfer Members Between Classes From The Profile Area
  • Delete Class Sessions on Member Profile
  • How to Add Notes to Member Profiles
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Shop Admin

3
  • How to Add and Manage Shop Categories
  • How To Create Products In The Shop
  • How to Mark Shop Orders Ready and Collected

Emails

22
  • Edit Email Templates
  • Add new email templates
  • Add new email sender address
  • Waiting list booking trigger
  • Offer a trial
  • Trial Booking Confirmation
  • Offer to join
  • Class booking confirmation
  • Request Cancellation
  • Cancellation Confirmation
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