Client Management and Loyalty
Learn how to view history and manage payment options for clients.
77 articles
- 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?
- How do I merge duplicate client accounts in Arketa?
- How can I manage paused memberships and adjust billing dates in Arketa?
- How to send email receipts
- Refund a customer
- Add or remove from account balance
- Difference between purchases and invoices
- How do invoices work
- 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
- Payment Processing for ACH and SEPA
- Best Practices for Submitting Evidence for a Disputed Charge
- How can I manage refunds, duplicate charges, and memberships in Arketa?
- How do refunds and cancellations work in Arketa?
- How do I handle refunds and payment method updates in Arketa?
- How to purchase pricing option (package, membership etc.)
- How to create a Bundle!
- Packages, subscriptions and bundles overview
- How can I manage client credits, issue refunds, and apply credits to subscriptions in Arketa?
- Why might a client with an active membership or subscription be prompted to pay when booking a class, and how can this be resolved?