Member Management
Previously CORE
Account Settings
- Change Reservation Release Settings
- Manage Buddy Session Visibility
- When are Emails Triggered by Hapana
- Sync Your Calendar with Core Bookings
- Set Waitlist Auto-Promotion by Minutes instead of Hours
- Set Up a New Session Booking Trigger in Zapier
- Set Up and Use the Zoom Integration for Live Sessions
- Prevent Client Sign-Up with Duplicate Phone Number
- How to Turn off Welcome Emails for New Clients or Team Members
- How to Set up Client Sign-up Fields for Business and Client Mode
- How to Set Days to Display, Booking Windows, Cancellations, and Waitlist Locks
- How to enable and use client check-ins
- How to Edit Email Preferences in Core
- How to Add a Client As a CC on Email Triggers
- Enable Auto Logout After Inactivity
- Customise Welcome Email within Core
- Configure Zip Code Collection During Client Sign-Up
- Configure Payment Receipt Email
- ClassPass Integration
- Change Required Fields at Sign Up (Business and Client Modes)
- Auto-Creation of General Check-In Session Type
- Webhooks | Communication Outbound
- Webhooks | Client Updated
- Webhooks | Client Check In
- Webhooks Overview & How to Subscribe
- Webhooks | Package Purchased
- Webhooks | Client Status Change
- Webhooks | Account Created
- Suspend a Client's Credits if Account Is in Arrears
- Set up private sessions using booking requests
- Set Up and Use Zapier with Hapana Core
- Set up and manage the refer a friend program
- Install and Set Up Topaz Signature Pad
- How to Set Up Your Email Configurations and Communication Blackout Times
- How to Set Up and Manage Your Integrations
- How to Put Client Credits on Hold for Failed or Processing Payments
- How to Edit the Email Triggers and SMS and Push Notifications
- How to Customize Email Triggers and Message Content
- Front Desk Kiosk Overview
- Dynamic Contactless Check-In and Re-Entry Based on Configurable Settings
- Create client groups and send bulk messages (email, SMS, push)
- Configure Waitlist Promotion Method and Time Window
- Configure 'Days to Display' Settings
- Capture Client Address with Structured Fields
- Account Settings and Configuration Options
Client Accounts
- How to Bulk Update Credit Renewal Schedules
- How to Set up and Manage the Book-a-Buddy Feature
- Manage Client Account Credit Application to Recurring Payments
- Investigate Duplicate Payments
- View Categorized Credit Usage in a Client's Package
- Insert Multiple Signatures and Initial Fields into Agreements using Shortcodes
- Automatic Transfer of Client Payment Methods to Non-Home Locations
- View When an Invoice Was Processed on Suspension
- Understanding the Difference between Outstanding and Failed Payments
- Troubleshoot Adding BSB and Account Number Details
- Send a copy of a signed contract to a client
- Reactivate a Membership from Suspension or Scheduled Cancellation
- Move a client’s payment schedule forward
- How to use account credits for recurring payments
- How to Suspend a Membership with a Fee
- How to Suspend a Client’s Membership
- How to Set up and Use SOAP Notes
- How to See When an Invoice Was Processed
- How to Navigate and Manage the Client Profile Page
- How to Manage Opt-in and Opt-out Communication Settings
- How to find an Invoice, How to re-send an Invoice
- How to Edit a Client's Personal or Account Information
- How to Convert a Client Login to a Staff Account Login
- How to Change Payment Methods
- How to Bulk Update Payment Rates
- How to Add Account Payment Credits
- Extend package credit validity for a client
- Enabling the Pay By and Client Relation Features
- Edit a Client’s Membership Dates
- Download or Print an Individual Payment Invoice
- Create a New Mandate for Direct Debit Clients
- Check and Update Session Credits
- Cancel a Membership
- Assigning Different Payment Methods to Multiple Memberships
- View or Change a Client's Communication Preferences
- View Brand-Wide Attendance in Client Profiles
- Understand and Manage Credit Allocation Schedules
- Store Multiple Payment Methods in Client "Wallet"
- Remove or reinstate a future payment
- Processing a Pending Payment
- Manage Future Bookings After Membership Cancellation
- Investigate Unexpected Charges and Failed Payments
- Investigate an Unrecognized Client Charge
- How to Use the Relations Feature to Link Client Accounts for Shared Payments
- How to Update a Client’s Payment Method (credit card or bank)
- How to Suspend a Membership
- How to Set Up and Use the Book a Buddy Feature
- How to Process a Scheduled Payment with Cash
- How to Process a Refund for a Client
- How to Process a Refund for a Client
- How to Manage Outstanding Client Payments
- How to Make Bulk Edits to Memberships and Packages
- How to Enter BSB, CC, or Upfront Payment
- How to Delete a Client Account
- How to change the Amount on a client's Membership
- How to Change a Client’s Membership or Package
- How to add Credits to a Package
- GDPR Introduction
- Explore Member Profiles and Actions
- Edit a Client’s Personal Information
- Edit a Client’s Credit Allocation for a Specific Date Period
- Delete and Anonymize a Client’s Account
- Check In a Client to a Session
- Capture a Client Profile Image Using Webcam
- Adjust start dates for pre-sell memberships
Edit Profile
- Update Your Business Contact Email
- Streamline Contactless Check-in with QR Code Scanning and Optional Questions
- How to Use Website Embeds to Display Classes, Packs, and More
- How to Set up Room Resource Configurations for Beds, Bikes, or Stations
- How to Set up Location Rooms for Classes
- How to Set Up Contactless Check-in Using QR Code
- How to Set Up Client Policies and Agreements
- How to Set Up and Run Payroll for Instructors and Staff
- Enable a Business Location as Default
- Configure Percentage-Based Payroll Tiers for Instructors
- Understanding the Difference Between a Policy and a Package Agreement
- Set Up Policies vs Membership Agreements
- How to Update Your Studio Profile Details
- How to Set up Payroll Tiers and Pay Configurations
- How to Set up Custom and Common Properties for Clients
- How to Set up Client Questionnaire Forms
- How to Set Up and View Session Feedback
- How to Enable a Location as the Default
- Configure Rooms as Bookable Resources
- Add Subtext and Links to Custom Properties
Retail Configurations
- How Members Choose Their Billing Day
- Set Up and Use Membership Guest Passes
- Automatically Charge No Show and Late Cancel Fees
- Shared Credits: Set Up & Configuration
- Use Shortcodes in Membership and Package Agreements
- Terminal | Stripe Reader S700 Guide
- CORE | Understand the difference between memberships and packages
- Configure Secondary Recurring Fees and Auto-Insert Them into Membership Agreements
- Understand the Difference Between Pending and Outstanding Payments
- Terminal | Ezypay Tap to Pay
- Pro-Rated Billing for Unlimited Credit Memberships
- Setting Payment Method Rules for Packages and Memberships
- Set First Credit Allocation Date to "On First Use"
- Separate Payment Methods for Recurring and One-Time Payments
- Revenue Tags
- How to Bulk Extend Package Expiry Dates
- Enable Shared Location Access on a Membership
- Enable and Configure Shared Locations
- CORE | Set Up and Manage POS Inventory
- CORE | Set Up and Charge No-Show Fees
- CORE | Retail Settings Overview
- CORE | Create Memberships and Packages
- CORE | Configure Transaction Fee Preferences (Stripe)
- CORE | Configure Restricted Packages
- CORE | Configure Additional Billing Types
- Configure Auto-Retry Failed Payment Settings
- Check or Amend Credit Validity on a Membership or Package
- Cancel Online Memberships Globally with One Setting
- Understand How Member Movement Works
- Understanding the Updated Ezypay Invoices
- Set Intro Memberships Auto-Renewal with Custom Credit Expiry Dates
- Set Custom Expiration for Membership Credits
- Send a Package Agreement for Digital Signature
- Resolve Negative Inventory in Current Stock
- Processing Late Cancel or No Show Fee Manually with Description
- Federal Trade Commission | "Click-to-Cancel" Compliance
- Enable Auto-Renew on a Membership/Package
- CORE | Understand Which Package Fields Are Retroactive
- CORE | Set Up Gift Cards
- CORE | Set Up and Manage Dishonor Fees for Failed Payments
- CORE | Set Up and Charge Holiday Destination Fees
- CORE | Process Retail Sales for Products and Gift Cards
- CORE | Create and Manage Promo Codes
- CORE | Configure Retry Settings for Failed Payments
- CORE | Configure Registered Tax and Inclusive vs Exclusive Settings
- CORE | Add and Remove POS Products
- Configure Dynamic Display Rules for Packages and Memberships
- Configure and Apply Tax Types for Memberships, Packages, and Products
- Capture Digital Signature for Agreements On Business Device
- Bulk Cancel Future Transactions Using Client Groups
- Adding ABN/CAN to invoices
- Configure Dishonour Fee Settings
- Configure Pro Rated Billing for Secondary Fees
- Family Accounts: Set Up & Configuration
Other
Schedule
- Set Custom Reservation Policies for Classes and Workshops
- CORE | Create and manage schedule templates
- How to Book a Group Exercise Class for a Member
- Set Visibility Days by Session Type
- Set Up Multiple Workshop Session Types
- Reorder Session Types in Schedule Template Settings
- Remove a Client from a Booked Session
- Process a Split Payment for a Client
- How to Set Up a Class Schedule Template
- How to Enable Overlapping Sessions in a Room
- How to Charge a No Show Fee
- Hide a Cancelled Session from Your Schedule
- Filter Instructors by Schedule Template in Team View and Room View
- Enable Session Feedback Form within Schedule Templates
- Edit or Substitute an Instructor for a Class
- Create and Configure Session Types
- CORE | Schedule Template | Overview
- CORE | Edit vs Cancel a Single Session
- CORE | Bulk cancel sessions on the schedule
- Check In a Member Without Using the Barcode or App
- Book Overlapping Sessions for Different Services
- Use different schedule views
- Set Up Session Types for Memberships and Packages
- Set Up a Recurring Class Session
- Set a Custom Cancellation Policy for a Schedule Template
- Reorder Schedule Templates for Private Sessions Display
- Processing a Pending Payment for Class Booking
- Navigate between time slots in Room View and Team View
- How to Set Class Sizes
- How to Create a Schedule and Manage Class Payments
- Get to know the schedule overview
- Enable Two-Part Authentication for Private Training Sessions
- Edit the Pricing Options for a Session
- Create a Schedule Template for Your Classes
- Create a Free Class
- CORE | Manage Waitlists and Cancel Sessions
- CORE | Edit, cancel, or delete a class
- CORE | Control duplicate credit rules for memberships and packages
- CORE | Add a New Session to the Schedule
- Change instructors, mark attendance and charge no-show fees
- Add a Client to the Waitlist and How It Works
Client Page
- How to Enable Feedback for Classes
- What is the difference between Active, Alumni and Removed Status
- View and Manage Client Memberships
- How to Send a New Password to a Client
- How to Merge Duplicate Client Records
- How to Create and Manage Client Groups
- How to Add a Client
- How to Use Corporate Client Lookup to Add Clients Across Locations
- How to Reactivate a Member from Alumni or Removed Status
- How to Manually Add and Manage Leads
- How to Create and Send Workout Programs to Clients
- How to Add a New Client to the System
- Client Profile Overview
General
- Understand the System Icons Reference Table
- HQ Guide | How to Better Support Your Franchisees
- Understanding client icons in classes and profiles
- Logging out from all devices after password change or manual logout
- How to Send direct messages to Clients, Groups, Sessions
- How to Add a Manual Time Clock Entry
- Enable Check-In Sound Alerts
- Understand the Home Snapshots
- Prompt Password When Switching Locations Across Brands or Corporate IDs
- How to Navigate the Main Dashboard and Features
- Enhanced Fee Structure Handling and Invoice Reconciliation with Ezypay Integration
- Clock In and Clock Out in Core
Reporting
- Session Per Staff Report
- How to Use the Check-in Report
- Use the "All Invoices Report" to Track Transaction History and Payment Status
- Include No-Show and Late Cancel Clients in Payroll Calculations
- View Clients with Account Credit Balances
- Intro Offer Conversions Report
- Viewing Payment Method Details in Reports
- View and Export the Stripe Card Updater Report
- Understanding the Net Revenue Report
- Understanding the Client Retention Rate Metric
- Stripe Settlements Report - Enhancements
- Session Feedback Report
- Reporting Overview and Usage Guide
- Recent Attendees Report
- Process a membership cancellation
- One to One Report
- New Clients Report
- Net Revenue + In-Processing Transactions Report
- Member Movement Report
- KPI Performance Report
- How to Use the Membership Details Report
- How to Filter and Download Reports
- How to Create Custom Report Categories
- Generate a Client Communication Preferences Report
- Gender and Age Group Report
- Failed Payments Report | Updates April 2025
- Download or Print Full Client Account Statements
- Custom Properties in Membership Reports
- Client Login Count Report
- Birthday Report
- Attendance Summary Report
- All Leads Report
- View Total Attendance Count per Client
- Use the Client Absent Report
- Unpaid Sessions Report
- Understanding the Gross Revenue Metric Calculation
- Suspension Report | Updated April 2025
- Stripe Settlement Report | Clearer Fee Breakdown
- Sales by Service Report | Updated April 2025
- Referrals Report
- Projected Revenue Report
- Payroll Report
- No Show Report | Updated April 2025
- Net Revenue Reports | Payout Date Column Added
- Membership Details Report | Updated April 2025
- Lost Clients Report
- Late Cancel Report | Updated April 2025
- How to Use the Session Credits Remaining Report
- How to Edit and Save Reports
- How to Add or Remove Reports from Your Favorites List
- Generate a Client Communication Preferences Report
- First Visits Report
- Failed Payments Report | Track Failed Payments by Transaction ID
- Delinquency Report
- Daily Schedule Report
- Client Retention Rate Report
- Cancelled Classes Report
- Automated Customer Invoices | Download Itemized Tax Invoices from Stripe Settlements
- Attendance By Session Type Report
- All Alumni Report
- Days to Sign Up Report
- Lead Sources Report
Retail Dashboard
- Set Up 'Pay By' Relation Sales
- Improved payment banner messaging for bank and ACH transactions
- CORE | Retail Dashboard Overview
- CORE | Process a New Sale
- CORE | Investigate Failed Payments
- CORE | Daily Failed Payment Follow-Up
- CORE | Apply Discounts to Sales or Memberships
- Automate Processing of Future-Dated Single Payments
- Manage and Resolve Stripe disputes directly in your Payments Dashboard
- Failed Payment Error Codes
- CORE | Quick Sale Processing for Packages or Memberships
- CORE | Manage Outstanding Payments
- CORE | Handle Failed Payments Overview
- CORE | Bulk Edit Future Transactions
- CORE | Add and Use Account Credit
- Alphabetical sorting for Sales Referred By and Payroll Tier
Team Settings
- CORE | Understand all Team Access Settings
- Manage Membership and Package Cancellation Permissions for Team Members
- Team Member Configuration Types
- Set up and manage team access groups
- Allow Instructor Assignment Without Full Session Edit Access
- Add, Edit, or Remove a Team Member
- Set Up and Manage Team Access Groups
- Restrict POS Item Creation for Business Users
- Manage Access to Bulk Edit Features for Team Members
- Assign or Backdate Payroll Tiers for Instructors
- Adjust Client Visibility in Core
- Add a New Team Member with Predefined or Custom Permissions