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Overview
This article walks you through how to cancel a membership for a client in CORE. You can cancel a membership immediately or set it to cancel on a specific date. You’ll also learn how to add cancellation reasons for internal tracking.
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Prerequisites
- Admin or staff-level access to CORE
- Client or class management permissions
- Familiarity with client profiles, sessions, and front desk workflows
System Icons Explained
Below are some of the key icons you’ll find within CORE, including newer additions.
Icon: Hand with a Pack
Location: Inside class bookings
Meaning: Displays all active packages or memberships available for that client.
Icon: Bar Chart or Milestone Marker
Location: Inside class bookings
Meaning: Shows the client’s total attendance and milestone progress.
Icon: Home Icon
Location: Client class booking card
Meaning: Indicates the client’s home location.
Icon: Custom Property Tag
Location: Client profiles
Meaning: Used to flag important personal notes like injuries, pregnancy, or lost items. These are visible when hovering.
Tip: Add these notes to help front desk staff quickly assist clients.
Icon: Alert Triangle
Location: Client profile
Meaning: Signals a pending agreement, flagged form, or other important alert that needs attention.
Icon: Dollar Sign ($)
Location: Client profile
Meaning: Indicates outstanding or failed payments.
Icon: Lightning Bolt
Location: Class booking cards
Meaning: Marks a first visit — a great way to spot new clients.
Icon: Lock Symbol
Location: Client profile
Meaning: Used to send a new password or reset a client’s login.
Icon: Merge Symbol
Location: Client profile
Meaning: Lets you merge duplicate client records.
Tip: Hover over any icon in the system — most will display a tooltip explaining their function.
Expected outcome
You'll have a better understanding of what each system icon means and how to use them effectively to navigate client data, alerts, and account actions.
FAQs
Q: Where can I find the full icon reference table?
A: Contact support or your onboarding team for the most recent version of the icon list.
Q: Can I add custom icons?
A: Not at this time, but you can use custom properties to surface notes visibly.
Q: What if an icon doesn’t show a tooltip?
A: Reach out to support — some icons may be newer and not yet documented.
Still need help?
Reach out to our support team via [email protected]
