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Client Management and Loyalty
Client Management and Loyalty
Learn how to view history and manage payment options for clients.
48 articles
Early Booking Privileges
Manage Customer Profile
Getting Started
9 articles
Customer Profile
5 articles
Client Notes
3 articles
Client forms and fields
3 articles
Reservations
View reservation history
Modify, cancel or delete reservation
Create reservation from the client profile
Payments
How to send email receipts
Refund a customer
Add or remove from account balance
Difference between purchases and invoices
How do invoices work
How do payments work
Resolving unpaid client reservations
Credit Card Management
6 articles
Penalties
1 article
Packages and Subscriptions
How to purchase pricing option (package, membership etc.)
How to create a Bundle!
Packages, subscriptions and bundles overview
Packages
1 article
Subscriptions, memberships and bundles
4 articles
Troubleshooting
Client has not paid but has access to class
Why can’t a customer book a class?