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Client Accounts
Client Accounts
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Assigning Different Payment Methods to Multiple Memberships
Capture a Client Profile Image Using Webcam
Check and Update Session Credits
Check In a Client to a Session
Create a New Mandate for Direct Debit Clients
Delete and Anonymize a Client’s Account
Download or Print an Individual Payment Invoice
Edit a Client’s Credit Allocation for a Specific Date Period
Edit a Client’s Membership Dates
Edit a Client’s Personal Information
Enabling the Pay By and Client Relation Features
Explore Member Profiles and Actions
GDPR Introduction
How to Add Account Payment Credits
How to add Credits to a Package
How to Bulk Update Payment Rates
How to Change a Client’s Membership or Package
How to Change Payment Methods
How to change the Amount on a client's Membership
How to Convert a Client Login to a Staff Account Login
How to Delete a Client Account
How to Edit a Client's Personal or Account Information
How to Enter BSB, CC, or Upfront Payment
How to find an Invoice, How to re-send an Invoice
How to Make Bulk Edits to Memberships and Packages
How to Manage Opt-in and Opt-out Communication Settings
How to Manage Outstanding Client Payments
How to Navigate and Manage the Client Profile Page
How to Process a Refund for a Client
How to Process a Refund for a Client
How to Process a Scheduled Payment with Cash
How to See When an Invoice Was Processed
How to Set up and Manage the Book-a-Buddy Feature
How to Set up and Use SOAP Notes
How to Set Up and Use the Book a Buddy Feature
How to Suspend a Client’s Membership
How to Suspend a Membership
How to Suspend a Membership with a Fee
How to Update a Client’s Payment Method (credit card or bank)
How to use account credits for recurring payments
How to Use the Relations Feature to Link Client Accounts for Shared Payments
Investigate an Unrecognized Client Charge
Investigate Duplicate Payments
Investigate Unexpected Charges and Failed Payments
Manage Client Account Credit Application to Recurring Payments
Manage Future Bookings After Membership Cancellation
Processing a Pending Payment
Reactivate a Membership from Suspension or Scheduled Cancellation
Store Multiple Payment Methods in Client "Wallet"
Troubleshoot Adding BSB and Account Number Details
Understand and Manage Credit Allocation Schedules
Understanding the Difference between Outstanding and Failed Payments
View Categorized Credit Usage in a Client's Package
View or Change a Client's Communication Preferences
View When an Invoice Was Processed on Suspension