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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
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
How to View Sibling Accounts via Profiles
How to Add and Delete a Subscription in the Members Profile
Assigning Subscriptions Between Siblings
View Email History and Resend Emails
Add, Remove, and Set Default Payment Method in Member Profile
View Transactions, Download Receipts, Refund Payments
How to Add a Member Profile Tag
Email an Invoice Link from Profile
How to Add Reports to Member Profiles
Viewing Recent Account Activity in Members Profile
How to Add and Manage Shop Categories
How To Create Products In The Shop
How to Mark Shop Orders Ready and Collected
Viewing Member Badge Awards in Profile

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

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
How to View Sibling Accounts via Profiles
How to Add and Delete a Subscription in the Members Profile
Assigning Subscriptions Between Siblings
View Email History and Resend Emails
Add, Remove, and Set Default Payment Method in Member Profile
View Transactions, Download Receipts, Refund Payments
How to Add a Member Profile Tag
Email an Invoice Link from Profile
How to Add Reports to Member Profiles
Viewing Recent Account Activity in Members Profile
Viewing Member Badge Awards in Profile

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

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

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
Cancellation Rejection
Trial Complete
Receipt
Bulk Charge
Email Invoice
Assigned Tag
Set Affiliation
Sub Group
Removed from class
Award Passed
Award Failed
Report Added

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How parents order products from your shop

How parents order products from your shop

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