Arketa

Early Booking Privileges

Client having trouble resetting their password?

Automate unpaid class bookings daily using subscriptions for efficient class management.

Automatically Resolve Unpaid Reservations

Custom Badges and Achievements

 Learn how to view history and manage payment options for clients.

Client Management and Loyalty

How to merge duplicate client accounts and transfer packages, reservations, client information from one to another

How can I merge client accounts?

How can client's use credits on their account?

E-signature for Liability Waivers

Uploading Documents to Client Profile

Client Timelines

Gift Card Account Credits

How does a parent sign a liability waiver on behalf of their child?

Manage Customer Profile

What is the difference between a check-in, client and session note.

Add and manage check-in notes

Add and manage notes (client and session)

Client Notes

Add custom form fields to learn more about your clients in group classes, communities, privates and more!

Build forms

Custom fields on client profile

Tags are a great way to personalize the user experience

Add and manage tags

Client forms and fields

Clients can create their own accounts but you can also quickly add them to your system for in person check out or purchase.

Adding a new client

Edit client profile

Remove client

Search for customer

How to send liability waiver

Customize information on account creation

Customer profile overview

Email and text preferences

Getting Started

View reservation history

Modify, cancel or delete reservation

Create reservation from the client profile

Client Reservation Statuses

Reservations

How to send email receipts

Refund a customer

Add or remove from account balance

Difference between purchases and invoices

How do invoices work

This page goes over the various statuses of a payment.

Payment Statuses

Resolving unpaid client reservations

How do I change the currency clients are charged in?

How do I report VAT taxes (EU)?

Client Payment Disputes

Retrying a Failed Payment

Payments

How to retry credit card after failure

How to update expired credit card

How to store a default credit card

Resolving subscription credit card failures

How to add and manage payment methods

How to update payment for clients!

Credit Card Management

How to charge customer for late cancel / no show

Penalties

How to purchase pricing option (package, membership etc.)

Make dynamic packages using Bundles! Mix and match products with Class Packs, Group Classes with Privates and more!

How to create a Bundle!

Packages, subscriptions and bundles overview

Packages and Subscriptions

Edit client's package or expiration date

Packages

Pause, modify or cancel subscription

Extend billing date

Retry subscription payment

Charge for paused membership

Subscriptions, memberships and bundles

Client has not paid but has access to class

Why can’t a customer book a class?

Troubleshooting

Reset password

Customer erase their own account

How to add pronouns

What are milestones?

Customer Profile

Website

Instagram

Log In

Find answers and get help from Intercom Support and Community Experts

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