Arketa

Early Booking Privileges

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

Client Management and Loyalty

Manage Customer Profile

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

Customer injuries

Customize information on account creation

Customer profile overview

Email and text preferences

Getting Started

Reset password

Updating email address

Customer erase their own account

Merge profiles

How to add pronouns

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

View reservation history

Modify, cancel or delete reservation

Create reservation from the client profile

Reservations

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

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

Website

Instagram

Log In

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company

Tickets portal

{assigneeName} needs more information from you

Tickets

English