---
title: Member Management | Hapana Knowledge Base
description: Previously CORE
---

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1. [Hapana Knowledge Base](https://support.hapana.com/)
2. [Member Management](https://support.hapana.com/member-management)

# Member Management

 Previously CORE

## Account Settings

- [When are Emails Triggered by Hapana](https://support.hapana.com/kb/article/848)
- [Set up private sessions using booking requests](https://support.hapana.com/kb/article/813)
- [How to Set up Client Sign-up Fields for Business and Client Mode](https://support.hapana.com/kb/article/717)
- [Set up and manage the refer a friend program](https://support.hapana.com/kb/article/811)
- [ClassPass Integration](https://support.hapana.com/kb/article/862)
- [Change Reservation Release Settings](https://support.hapana.com/kb/article/770)
- [Manage Buddy Session Visibility](https://support.hapana.com/manage-buddy-session-visibility)
- [Sync Your Calendar with Core Bookings](https://support.hapana.com/kb/article/666)
- [Set Waitlist Auto-Promotion by Minutes instead of Hours](https://support.hapana.com/kb/article/595)
- [Set Up a New Session Booking Trigger in Zapier](https://support.hapana.com/kb/article/411)
- [Set Up and Use the Zoom Integration for Live Sessions](https://support.hapana.com/kb/article/86)
- [Prevent Client Sign-Up with Duplicate Phone Number](https://support.hapana.com/kb/article/622)
- [How to Turn off Welcome Emails for New Clients or Team Members](https://support.hapana.com/kb/article/625)
- [How to Set Days to Display, Booking Windows, Cancellations, and Waitlist Locks](https://support.hapana.com/kb/article/701)
- [How to enable and use client check-ins](https://support.hapana.com/kb/article/704)
- [How to Edit Email Preferences in Core](https://support.hapana.com/kb/article/342)
- [How to Add a Client As a CC on Email Triggers](https://support.hapana.com/kb/article/716)
- [Enable Auto Logout After Inactivity](https://support.hapana.com/kb/article/824)
- [Customise Welcome Email within Core](https://support.hapana.com/kb/article/104)
- [Configure Zip Code Collection During Client Sign-Up](https://support.hapana.com/kb/article/544)
- [Configure Payment Receipt Email](https://support.hapana.com/kb/article/333)
- [Change Required Fields at Sign Up (Business and Client Modes)](https://support.hapana.com/kb/article/55)
- [Auto-Creation of General Check-In Session Type](https://support.hapana.com/kb/article/612)
- [Webhooks | Communication Outbound](https://support.hapana.com/kb/article/528)
- [Webhooks | Client Updated](https://support.hapana.com/kb/article/529)
- [Webhooks | Client Check In](https://support.hapana.com/kb/article/532)
- [Webhooks Overview & How to Subscribe](https://support.hapana.com/kb/article/526)
- [Webhooks | Package Purchased](https://support.hapana.com/kb/article/531)
- [Webhooks | Client Status Change](https://support.hapana.com/kb/article/530)
- [Webhooks | Account Created](https://support.hapana.com/kb/article/527)
- [Suspend a Client's Credits if Account Is in Arrears](https://support.hapana.com/kb/article/619)
- [Set Up and Use Zapier with Hapana Core](https://support.hapana.com/kb/article/771)
- [Install and Set Up Topaz Signature Pad](https://support.hapana.com/kb/article/7)
- [How to Set Up Your Email Configurations and Communication Blackout Times](https://support.hapana.com/kb/article/691)
- [How to Set Up and Manage Your Integrations](https://support.hapana.com/kb/article/721)
- [How to Put Client Credits on Hold for Failed or Processing Payments](https://support.hapana.com/kb/article/714)
- [How to Edit the Email Triggers and SMS and Push Notifications](https://support.hapana.com/kb/article/715)
- [How to Customize Email Triggers and Message Content](https://support.hapana.com/kb/article/673)
- [Front Desk Kiosk Overview](https://support.hapana.com/kb/article/814)
- [Dynamic Contactless Check-In and Re-Entry Based on Configurable Settings](https://support.hapana.com/kb/article/591)
- [Create client groups and send bulk messages (email, SMS, push)](https://support.hapana.com/kb/article/719)
- [Configure Waitlist Promotion Method and Time Window](https://support.hapana.com/kb/article/828)
- [Configure 'Days to Display' Settings](https://support.hapana.com/kb/article/66)
- [Capture Client Address with Structured Fields](https://support.hapana.com/kb/article/778)
- [Account Settings and Configuration Options](https://support.hapana.com/kb/article/720)

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## Client Accounts

- [View or Change a Client's Communication Preferences](https://support.hapana.com/kb/article/617)
- [How to Bulk Update Credit Renewal Schedules](https://support.hapana.com/how-to-bulk-update-credit-renewal-schedules)
- [How to Set up and Manage the Book-a-Buddy Feature](https://support.hapana.com/kb/article/722)
- [Manage Client Account Credit Application to Recurring Payments](https://support.hapana.com/kb/article/616)
- [Investigate Duplicate Payments](https://support.hapana.com/kb/article/394)
- [View Categorized Credit Usage in a Client's Package](https://support.hapana.com/kb/article/507)
- [Insert Multiple Signatures and Initial Fields into Agreements using Shortcodes](https://support.hapana.com/kb/article/599)
- [Automatic Transfer of Client Payment Methods to Non-Home Locations](https://support.hapana.com/kb/article/542)
- [View When an Invoice Was Processed on Suspension](https://support.hapana.com/kb/article/386)
- [Understanding the Difference between Outstanding and Failed Payments](https://support.hapana.com/kb/article/710)
- [Troubleshoot Adding BSB and Account Number Details](https://support.hapana.com/kb/article/393)
- [Send a copy of a signed contract to a client](https://support.hapana.com/kb/article/806)
- [Reactivate a Membership from Suspension or Scheduled Cancellation](https://support.hapana.com/kb/article/41)
- [Move a client’s payment schedule forward](https://support.hapana.com/kb/article/808)
- [How to use account credits for recurring payments](https://support.hapana.com/kb/article/354)
- [How to Suspend a Membership with a Fee](https://support.hapana.com/kb/article/662)
- [How to Suspend a Client’s Membership](https://support.hapana.com/kb/article/661)
- [How to Set up and Use SOAP Notes](https://support.hapana.com/kb/article/726)
- [How to See When an Invoice Was Processed](https://support.hapana.com/kb/article/352)
- [How to Navigate and Manage the Client Profile Page](https://support.hapana.com/kb/article/686)
- [How to Manage Opt-in and Opt-out Communication Settings](https://support.hapana.com/kb/article/702)
- [How to find an Invoice, How to re-send an Invoice](https://support.hapana.com/kb/article/709)
- [How to Edit a Client's Personal or Account Information](https://support.hapana.com/kb/article/685)
- [How to Convert a Client Login to a Staff Account Login](https://support.hapana.com/kb/article/62)
- [How to Change Payment Methods](https://support.hapana.com/kb/article/377)
- [How to Bulk Update Payment Rates](https://support.hapana.com/kb/article/93)
- [How to Add Account Payment Credits](https://support.hapana.com/kb/article/366)
- [Extend package credit validity for a client](https://support.hapana.com/kb/article/810)
- [Enabling the Pay By and Client Relation Features](https://support.hapana.com/kb/article/621)
- [Edit a Client’s Membership Dates](https://support.hapana.com/kb/article/340)
- [Download or Print an Individual Payment Invoice](https://support.hapana.com/kb/article/668)
- [Create a New Mandate for Direct Debit Clients](https://support.hapana.com/kb/article/320)
- [Check and Update Session Credits](https://support.hapana.com/kb/article/620)
- [Cancel a Membership](https://support.hapana.com/kb/article/755)
- [Assigning Different Payment Methods to Multiple Memberships](https://support.hapana.com/kb/article/589)
- [View Brand-Wide Attendance in Client Profiles](https://support.hapana.com/kb/article/592)
- [Understand and Manage Credit Allocation Schedules](https://support.hapana.com/kb/article/670)
- [Store Multiple Payment Methods in Client "Wallet"](https://support.hapana.com/kb/article/585)
- [Remove or reinstate a future payment](https://support.hapana.com/kb/article/809)
- [Processing a Pending Payment](https://support.hapana.com/kb/article/176)
- [Manage Future Bookings After Membership Cancellation](https://support.hapana.com/kb/article/26)
- [Investigate Unexpected Charges and Failed Payments](https://support.hapana.com/kb/article/405)
- [Investigate an Unrecognized Client Charge](https://support.hapana.com/kb/article/404)
- [How to Use the Relations Feature to Link Client Accounts for Shared Payments](https://support.hapana.com/kb/article/723)
- [How to Update a Client’s Payment Method (credit card or bank)](https://support.hapana.com/kb/article/688)
- [How to Suspend a Membership](https://support.hapana.com/kb/article/725)
- [How to Set Up and Use the Book a Buddy Feature](https://support.hapana.com/kb/article/675)
- [How to Process a Scheduled Payment with Cash](https://support.hapana.com/kb/article/95)
- [How to Process a Refund for a Client](https://support.hapana.com/kb/article/724)
- [How to Process a Refund for a Client](https://support.hapana.com/kb/article/663)
- [How to Manage Outstanding Client Payments](https://support.hapana.com/kb/article/667)
- [How to Make Bulk Edits to Memberships and Packages](https://support.hapana.com/kb/article/660)
- [How to Enter BSB, CC, or Upfront Payment](https://support.hapana.com/kb/article/712)
- [How to Delete a Client Account](https://support.hapana.com/kb/article/711)
- [How to change the Amount on a client's Membership](https://support.hapana.com/kb/article/659)
- [How to Change a Client’s Membership or Package](https://support.hapana.com/kb/article/658)
- [How to add Credits to a Package](https://support.hapana.com/kb/article/664)
- [GDPR Introduction](https://support.hapana.com/kb/article/185)
- [Explore Member Profiles and Actions](https://support.hapana.com/kb/article/734)
- [Edit a Client’s Personal Information](https://support.hapana.com/kb/article/341)
- [Edit a Client’s Credit Allocation for a Specific Date Period](https://support.hapana.com/kb/article/335)
- [Delete and Anonymize a Client’s Account](https://support.hapana.com/kb/article/184)
- [Check In a Client to a Session](https://support.hapana.com/kb/article/623)
- [Capture a Client Profile Image Using Webcam](https://support.hapana.com/kb/article/618)
- [Adjust start dates for pre-sell memberships](https://support.hapana.com/kb/article/807)
- [Delete a Member Profile Photo](https://support.hapana.com/delete-a-member-profile-photo)

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## Edit Profile

- [How to Set Up Contactless Check-in Using QR Code](https://support.hapana.com/kb/article/736)
- [Streamline Contactless Check-in with QR Code Scanning and Optional Questions](https://support.hapana.com/kb/article/535)
- [Update Your Business Contact Email](https://support.hapana.com/update-your-business-contact-email)
- [How to Use Website Embeds to Display Classes, Packs, and More](https://support.hapana.com/kb/article/707)
- [How to Set up Room Resource Configurations for Beds, Bikes, or Stations](https://support.hapana.com/kb/article/739)
- [How to Set up Location Rooms for Classes](https://support.hapana.com/kb/article/738)
- [How to Set Up Client Policies and Agreements](https://support.hapana.com/kb/article/742)
- [How to Set Up and Run Payroll for Instructors and Staff](https://support.hapana.com/kb/article/740)
- [Enable a Business Location as Default](https://support.hapana.com/kb/article/246)
- [Configure Percentage-Based Payroll Tiers for Instructors](https://support.hapana.com/kb/article/190)
- [Understanding the Difference Between a Policy and a Package Agreement](https://support.hapana.com/kb/article/743)
- [Set Up Policies vs Membership Agreements](https://support.hapana.com/kb/article/687)
- [How to Update Your Studio Profile Details](https://support.hapana.com/kb/article/682)
- [How to Set up Payroll Tiers and Pay Configurations](https://support.hapana.com/kb/article/741)
- [How to Set up Custom and Common Properties for Clients](https://support.hapana.com/kb/article/737)
- [How to Set up Client Questionnaire Forms](https://support.hapana.com/kb/article/699)
- [How to Set Up and View Session Feedback](https://support.hapana.com/kb/article/744)
- [How to Enable a Location as the Default](https://support.hapana.com/kb/article/345)
- [Configure Rooms as Bookable Resources](https://support.hapana.com/kb/article/152)
- [Add Subtext and Links to Custom Properties](https://support.hapana.com/kb/article/525)

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## Retail Configurations

- [Shared Credits: Set Up & Configuration](https://support.hapana.com/kb/article/831)
- [Set Up and Use Membership Guest Passes](https://support.hapana.com/set-up-and-use-membership-guest-passes)
- [Terminal | Stripe Reader S700 Guide](https://support.hapana.com/kb/article/533)
- [How Members Choose Their Billing Day](https://support.hapana.com/allow-members-choose-their-billing-day)
- [Automatically Charge No Show and Late Cancel Fees](https://support.hapana.com/automatically-charge-no-show-and-late-cancel-fees)
- [Use Shortcodes in Membership and Package Agreements](https://support.hapana.com/kb/article/24)
- [CORE | Understand the difference between memberships and packages](https://support.hapana.com/kb/article/797)
- [Configure Secondary Recurring Fees and Auto-Insert Them into Membership Agreements](https://support.hapana.com/kb/article/603)
- [Understand the Difference Between Pending and Outstanding Payments](https://support.hapana.com/kb/article/183)
- [Terminal | Ezypay Tap to Pay](https://support.hapana.com/kb/article/872)
- [Pro-Rated Billing for Unlimited Credit Memberships](https://support.hapana.com/pro-rated-billing-for-unlimited-credit-memberships)
- [Setting Payment Method Rules for Packages and Memberships](https://support.hapana.com/kb/article/587)
- [Set First Credit Allocation Date to "On First Use"](https://support.hapana.com/kb/article/367)
- [Separate Payment Methods for Recurring and One-Time Payments](https://support.hapana.com/kb/article/586)
- [Revenue Tags](https://support.hapana.com/kb/article/842)
- [How to Bulk Extend Package Expiry Dates](https://support.hapana.com/kb/article/730)
- [Enable Shared Location Access on a Membership](https://support.hapana.com/kb/article/70)
- [Enable and Configure Shared Locations](https://support.hapana.com/kb/article/756)
- [CORE | Set Up and Manage POS Inventory](https://support.hapana.com/kb/article/757)
- [CORE | Set Up and Charge No-Show Fees](https://support.hapana.com/kb/article/785)
- [CORE | Retail Settings Overview](https://support.hapana.com/kb/article/768)
- [CORE | Create Memberships and Packages](https://support.hapana.com/kb/article/753)
- [CORE | Configure Transaction Fee Preferences (Stripe)](https://support.hapana.com/kb/article/789)
- [CORE | Configure Restricted Packages](https://support.hapana.com/kb/article/788)
- [CORE | Configure Additional Billing Types](https://support.hapana.com/kb/article/784)
- [Configure Auto-Retry Failed Payment Settings](https://support.hapana.com/kb/article/148)
- [Check or Amend Credit Validity on a Membership or Package](https://support.hapana.com/kb/article/53)
- [Cancel Online Memberships Globally with One Setting](https://support.hapana.com/kb/article/597)
- [Understand How Member Movement Works](https://support.hapana.com/kb/article/834)
- [Understanding the Updated Ezypay Invoices](https://support.hapana.com/kb/article/856)
- [Set Intro Memberships Auto-Renewal with Custom Credit Expiry Dates](https://support.hapana.com/kb/article/548)
- [Set Custom Expiration for Membership Credits](https://support.hapana.com/kb/article/514)
- [Send a Package Agreement for Digital Signature](https://support.hapana.com/kb/article/31)
- [Resolve Negative Inventory in Current Stock](https://support.hapana.com/kb/article/214)
- [Processing Late Cancel or No Show Fee Manually with Description](https://support.hapana.com/kb/article/357)
- [Federal Trade Commission | "Click-to-Cancel" Compliance](https://support.hapana.com/kb/article/563)
- [Enable Auto-Renew on a Membership/Package](https://support.hapana.com/kb/article/344)
- [CORE | Understand Which Package Fields Are Retroactive](https://support.hapana.com/kb/article/782)
- [CORE | Set Up Gift Cards](https://support.hapana.com/kb/article/752)
- [CORE | Set Up and Manage Dishonor Fees for Failed Payments](https://support.hapana.com/kb/article/790)
- [CORE | Set Up and Charge Holiday Destination Fees](https://support.hapana.com/kb/article/786)
- [CORE | Process Retail Sales for Products and Gift Cards](https://support.hapana.com/kb/article/765)
- [CORE | Create and Manage Promo Codes](https://support.hapana.com/kb/article/760)
- [CORE | Configure Retry Settings for Failed Payments](https://support.hapana.com/kb/article/783)
- [CORE | Configure Registered Tax and Inclusive vs Exclusive Settings](https://support.hapana.com/kb/article/787)
- [CORE | Add and Remove POS Products](https://support.hapana.com/kb/article/759)
- [Configure Dynamic Display Rules for Packages and Memberships](https://support.hapana.com/kb/article/833)
- [Configure and Apply Tax Types for Memberships, Packages, and Products](https://support.hapana.com/kb/article/100)
- [Capture Digital Signature for Agreements On Business Device](https://support.hapana.com/kb/article/30)
- [Bulk Cancel Future Transactions Using Client Groups](https://support.hapana.com/kb/article/174)
- [Adding ABN/CAN to invoices](https://support.hapana.com/kb/article/327)
- [Configure Dishonour Fee Settings](https://support.hapana.com/configure-dishonour-fee-settings)
- [Configure Pro Rated Billing for Secondary Fees](https://support.hapana.com/configure-pro-rated-billing-for-secondary-fees)
- [Family Accounts: Set Up & Configuration](https://support.hapana.com/family-accounts-set-up-configuration)

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## Other

- [Update Membership Prices and Bulk Update Client Memberships](https://support.hapana.com/update-membership-prices-and-bulk-update-client-memberships)
- [Stripe SCA - ( Strong Customer Authentication) Updates](https://support.hapana.com/kb/article/192)
- [Door Access via Avigilon Alta (Openpath)](https://support.hapana.com/kb/article/847)
- [Members Not Receiving SMS](https://support.hapana.com/kb/article/818)
- [Activate Apple Pay & Google Pay for Seamless Checkout in Stripe](https://support.hapana.com/kb/article/561)

## Schedule

- [Set Custom Reservation Policies for Classes and Workshops](https://support.hapana.com/kb/article/825)
- [CORE | Create and manage schedule templates](https://support.hapana.com/kb/article/761)
- [How to Book a Group Exercise Class for a Member](https://support.hapana.com/kb/article/775)
- [Set Visibility Days by Session Type](https://support.hapana.com/kb/article/613)
- [Set Up Multiple Workshop Session Types](https://support.hapana.com/kb/article/407)
- [Reorder Session Types in Schedule Template Settings](https://support.hapana.com/kb/article/611)
- [Remove a Client from a Booked Session](https://support.hapana.com/kb/article/225)
- [Process a Split Payment for a Client](https://support.hapana.com/kb/article/158)
- [How to Set Up a Class Schedule Template](https://support.hapana.com/kb/article/674)
- [How to Enable Overlapping Sessions in a Room](https://support.hapana.com/kb/article/347)
- [How to Charge a No Show Fee](https://support.hapana.com/kb/article/690)
- [Hide a Cancelled Session from Your Schedule](https://support.hapana.com/kb/article/689)
- [Filter Instructors by Schedule Template in Team View and Room View](https://support.hapana.com/kb/article/593)
- [Enable Session Feedback Form within Schedule Templates](https://support.hapana.com/kb/article/363)
- [Edit or Substitute an Instructor for a Class](https://support.hapana.com/kb/article/684)
- [Create and Configure Session Types](https://support.hapana.com/kb/article/751)
- [CORE | Schedule Template | Overview](https://support.hapana.com/kb/article/769)
- [CORE | Edit vs Cancel a Single Session](https://support.hapana.com/kb/article/795)
- [CORE | Bulk cancel sessions on the schedule](https://support.hapana.com/kb/article/799)
- [Check In a Member Without Using the Barcode or App](https://support.hapana.com/kb/article/678)
- [Book Overlapping Sessions for Different Services](https://support.hapana.com/kb/article/598)
- [Use different schedule views](https://support.hapana.com/kb/article/800)
- [Set Up Session Types for Memberships and Packages](https://support.hapana.com/kb/article/750)
- [Set Up a Recurring Class Session](https://support.hapana.com/kb/article/208)
- [Set a Custom Cancellation Policy for a Schedule Template](https://support.hapana.com/kb/article/827)
- [Reorder Schedule Templates for Private Sessions Display](https://support.hapana.com/kb/article/610)
- [Processing a Pending Payment for Class Booking](https://support.hapana.com/kb/article/325)
- [Navigate between time slots in Room View and Team View](https://support.hapana.com/kb/article/594)
- [How to Set Class Sizes](https://support.hapana.com/kb/article/368)
- [How to Create a Schedule and Manage Class Payments](https://support.hapana.com/kb/article/669)
- [Get to know the schedule overview](https://support.hapana.com/kb/article/801)
- [Enable Two-Part Authentication for Private Training Sessions](https://support.hapana.com/kb/article/516)
- [Edit the Pricing Options for a Session](https://support.hapana.com/kb/article/336)
- [Create a Schedule Template for Your Classes](https://support.hapana.com/kb/article/718)
- [Create a Free Class](https://support.hapana.com/kb/article/153)
- [CORE | Manage Waitlists and Cancel Sessions](https://support.hapana.com/kb/article/794)
- [CORE | Edit, cancel, or delete a class](https://support.hapana.com/kb/article/796)
- [CORE | Control duplicate credit rules for memberships and packages](https://support.hapana.com/kb/article/798)
- [CORE | Add a New Session to the Schedule](https://support.hapana.com/kb/article/758)
- [Change instructors, mark attendance and charge no-show fees](https://support.hapana.com/kb/article/805)
- [Add a Client to the Waitlist and How It Works](https://support.hapana.com/kb/article/672)

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## Client Page

- [How to Create and Manage Client Groups](https://support.hapana.com/kb/article/679)
- [How to Manually Add and Manage Leads](https://support.hapana.com/kb/article/680)
- [How to Enable Feedback for Classes](https://support.hapana.com/kb/article/677)
- [What is the difference between Active, Alumni and Removed Status](https://support.hapana.com/kb/article/727)
- [View and Manage Client Memberships](https://support.hapana.com/kb/article/655)
- [How to Send a New Password to a Client](https://support.hapana.com/kb/article/708)
- [How to Merge Duplicate Client Records](https://support.hapana.com/kb/article/676)
- [How to Add a Client](https://support.hapana.com/kb/article/735)
- [How to Use Corporate Client Lookup to Add Clients Across Locations](https://support.hapana.com/kb/article/700)
- [How to Reactivate a Member from Alumni or Removed Status](https://support.hapana.com/kb/article/665)
- [How to Create and Send Workout Programs to Clients](https://support.hapana.com/kb/article/681)
- [How to Add a New Client to the System](https://support.hapana.com/kb/article/728)
- [Client Profile Overview](https://support.hapana.com/kb/article/729)

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## General

- [Understand the System Icons Reference Table](https://support.hapana.com/kb/article/754)
- [HQ Guide | How to Better Support Your Franchisees](https://support.hapana.com/hq-guide-how-to-better-support-your-franchisees)
- [Understanding client icons in classes and profiles](https://support.hapana.com/kb/article/745)
- [Logging out from all devices after password change or manual logout](https://support.hapana.com/kb/article/604)
- [How to Send direct messages to Clients, Groups, Sessions](https://support.hapana.com/kb/article/706)
- [How to Add a Manual Time Clock Entry](https://support.hapana.com/kb/article/365)
- [Enable Check-In Sound Alerts](https://support.hapana.com/kb/article/884)
- [Understand the Home Snapshots](https://support.hapana.com/kb/article/67)
- [Prompt Password When Switching Locations Across Brands or Corporate IDs](https://support.hapana.com/kb/article/522)
- [How to Navigate the Main Dashboard and Features](https://support.hapana.com/kb/article/705)
- [Enhanced Fee Structure Handling and Invoice Reconciliation with Ezypay Integration](https://support.hapana.com/kb/article/882)
- [Clock In and Clock Out in Core](https://support.hapana.com/kb/article/332)

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## Reporting

- [Guest Pass Report](https://support.hapana.com/guest-pass-report)
- [Session Per Staff Report](https://support.hapana.com/session-per-staff-report)
- [How to Use the Check-in Report](https://support.hapana.com/kb/article/749)
- [Use the "All Invoices Report" to Track Transaction History and Payment Status](https://support.hapana.com/kb/article/408)
- [Include No-Show and Late Cancel Clients in Payroll Calculations](https://support.hapana.com/kb/article/125)
- [View Clients with Account Credit Balances](https://support.hapana.com/kb/article/517)
- [Intro Offer Conversions Report](https://support.hapana.com/intro-offer-conversions-report)
- [Viewing Payment Method Details in Reports](https://support.hapana.com/kb/article/590)
- [View and Export the Stripe Card Updater Report](https://support.hapana.com/kb/article/508)
- [Understanding the Net Revenue Report](https://support.hapana.com/kb/article/703)
- [Understanding the Client Retention Rate Metric](https://support.hapana.com/kb/article/58)
- [Stripe Settlements Report - Enhancements](https://support.hapana.com/kb/article/821)
- [Session Feedback Report](https://support.hapana.com/kb/article/865)
- [Reporting Overview and Usage Guide](https://support.hapana.com/kb/article/773)
- [Recent Attendees Report](https://support.hapana.com/kb/article/874)
- [Process a membership cancellation](https://support.hapana.com/kb/article/746)
- [One to One Report](https://support.hapana.com/kb/article/606)
- [New Clients Report](https://support.hapana.com/kb/article/870)
- [Net Revenue + In-Processing Transactions Report](https://support.hapana.com/kb/article/812)
- [Member Movement Report](https://support.hapana.com/kb/article/871)
- [KPI Performance Report](https://support.hapana.com/kb/article/822)
- [How to Use the Membership Details Report](https://support.hapana.com/kb/article/695)
- [How to Filter and Download Reports](https://support.hapana.com/kb/article/731)
- [How to Create Custom Report Categories](https://support.hapana.com/kb/article/748)
- [Generate a Client Communication Preferences Report](https://support.hapana.com/kb/article/372)
- [Gender and Age Group Report](https://support.hapana.com/kb/article/879)
- [Failed Payments Report | Updates April 2025](https://support.hapana.com/kb/article/565)
- [Download or Print Full Client Account Statements](https://support.hapana.com/kb/article/145)
- [Custom Properties in Membership Reports](https://support.hapana.com/kb/article/570)
- [Client Login Count Report](https://support.hapana.com/kb/article/866)
- [Birthday Report](https://support.hapana.com/kb/article/835)
- [Attendance Summary Report](https://support.hapana.com/kb/article/877)
- [All Leads Report](https://support.hapana.com/kb/article/886)
- [View Total Attendance Count per Client](https://support.hapana.com/kb/article/371)
- [Use the Client Absent Report](https://support.hapana.com/kb/article/854)
- [Unpaid Sessions Report](https://support.hapana.com/kb/article/867)
- [Understanding the Gross Revenue Metric Calculation](https://support.hapana.com/kb/article/552)
- [Suspension Report | Updated April 2025](https://support.hapana.com/kb/article/566)
- [Stripe Settlement Report | Clearer Fee Breakdown](https://support.hapana.com/kb/article/602)
- [Sales by Service Report | Updated April 2025](https://support.hapana.com/kb/article/567)
- [Referrals Report](https://support.hapana.com/kb/article/875)
- [Projected Revenue Report](https://support.hapana.com/kb/article/881)
- [Payroll Report](https://support.hapana.com/kb/article/883)
- [No Show Report | Updated April 2025](https://support.hapana.com/kb/article/568)
- [Net Revenue Reports | Payout Date Column Added](https://support.hapana.com/kb/article/601)
- [Membership Details Report | Updated April 2025](https://support.hapana.com/kb/article/564)
- [Lost Clients Report](https://support.hapana.com/kb/article/869)
- [Late Cancel Report | Updated April 2025](https://support.hapana.com/kb/article/571)
- [How to Use the Session Credits Remaining Report](https://support.hapana.com/kb/article/839)
- [How to Edit and Save Reports](https://support.hapana.com/kb/article/683)
- [How to Add or Remove Reports from Your Favorites List](https://support.hapana.com/kb/article/732)
- [Generate a Client Communication Preferences Report](https://support.hapana.com/kb/article/772)
- [First Visits Report](https://support.hapana.com/kb/article/569)
- [Failed Payments Report | Track Failed Payments by Transaction ID](https://support.hapana.com/kb/article/609)
- [Delinquency Report](https://support.hapana.com/kb/article/823)
- [Daily Schedule Report](https://support.hapana.com/kb/article/873)
- [Client Retention Rate Report](https://support.hapana.com/kb/article/878)
- [Cancelled Classes Report](https://support.hapana.com/kb/article/868)
- [Automated Customer Invoices | Download Itemized Tax Invoices from Stripe Settlements](https://support.hapana.com/kb/article/523)
- [Attendance By Session Type Report](https://support.hapana.com/kb/article/876)
- [All Alumni Report](https://support.hapana.com/kb/article/885)
- [Days to Sign Up Report](https://support.hapana.com/days-to-sign-up-report)
- [Lead Sources Report](https://support.hapana.com/lead-sources-report)

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## Retail Dashboard

- [Get Live Payment Status](https://support.hapana.com/manually-refresh-a-payment-status)
- [Manage and Resolve Stripe disputes directly in your Payments Dashboard](https://support.hapana.com/kb/article/600)
- [Set Up 'Pay By' Relation Sales](https://support.hapana.com/kb/article/774)
- [Improved payment banner messaging for bank and ACH transactions](https://support.hapana.com/kb/article/596)
- [CORE | Retail Dashboard Overview](https://support.hapana.com/kb/article/767)
- [CORE | Process a New Sale](https://support.hapana.com/kb/article/764)
- [CORE | Investigate Failed Payments](https://support.hapana.com/kb/article/792)
- [CORE | Daily Failed Payment Follow-Up](https://support.hapana.com/kb/article/762)
- [CORE | Apply Discounts to Sales or Memberships](https://support.hapana.com/kb/article/791)
- [Automate Processing of Future-Dated Single Payments](https://support.hapana.com/kb/article/511)
- [Failed Payment Error Codes](https://support.hapana.com/kb/article/73)
- [CORE | Quick Sale Processing for Packages or Memberships](https://support.hapana.com/kb/article/766)
- [CORE | Manage Outstanding Payments](https://support.hapana.com/kb/article/780)
- [CORE | Handle Failed Payments Overview](https://support.hapana.com/kb/article/763)
- [CORE | Bulk Edit Future Transactions](https://support.hapana.com/kb/article/781)
- [CORE | Add and Use Account Credit](https://support.hapana.com/kb/article/793)
- [Alphabetical sorting for Sales Referred By and Payroll Tier](https://support.hapana.com/kb/article/608)

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## Team Settings

- [Control Who can Create New Packages and Memberships](https://support.hapana.com/restrict-staff-from-creating-new-packages-and-memberships)
- [CORE | Understand all Team Access Settings](https://support.hapana.com/kb/article/820)
- [Manage Membership and Package Cancellation Permissions for Team Members](https://support.hapana.com/kb/article/518)
- [Team Member Configuration Types](https://support.hapana.com/kb/article/121)
- [Set up and manage team access groups](https://support.hapana.com/kb/article/803)
- [Allow Instructor Assignment Without Full Session Edit Access](https://support.hapana.com/kb/article/520)
- [Add, Edit, or Remove a Team Member](https://support.hapana.com/kb/article/802)
- [Set Up and Manage Team Access Groups](https://support.hapana.com/kb/article/671)
- [Restrict POS Item Creation for Business Users](https://support.hapana.com/kb/article/519)
- [Manage Access to Bulk Edit Features for Team Members](https://support.hapana.com/kb/article/191)
- [Assign or Backdate Payroll Tiers for Instructors](https://support.hapana.com/kb/article/189)
- [Adjust Client Visibility in Core](https://support.hapana.com/kb/article/398)
- [Add a New Team Member with Predefined or Custom Permissions](https://support.hapana.com/kb/article/733)

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## Hapana Member Access Control (MAC) Doors

- [Hapana Member Access Control (MAC) Power & Internet Planning](https://support.hapana.com/hapana-member-access-control-mac-power-internet-planning)
- [Hapana Member Access Control (MAC) Summary](https://support.hapana.com/hapana-member-access-control-mac-doors-summary)
- [Hapana Member Access Control (MAC) Deployment & Installation Guide](https://support.hapana.com/hapana-member-access-control-mac-deployment-installation-guide)
- [Configure Hapana MAC Doors in Core](https://support.hapana.com/configure-hapana-mac-doors-in-core-v1)

## Cash Drawer

- [How to Open and Close the Cash Drawer](https://support.hapana.com/kb/article/713)

- [Member Management](https://support.hapana.com/member-management#main-content)

    - [Account Settings](https://support.hapana.com/member-management#account-settings)
    - [Client Accounts](https://support.hapana.com/member-management#client-accounts)
    - [Edit Profile](https://support.hapana.com/member-management#edit-profile)
    - [Retail Configurations](https://support.hapana.com/member-management#retail-configurations)
    - [Other](https://support.hapana.com/member-management#other)
    - [Schedule](https://support.hapana.com/member-management#schedule)
    - [Client Page](https://support.hapana.com/member-management#client-page)
    - [General](https://support.hapana.com/member-management#general)
    - [Reporting](https://support.hapana.com/member-management#reporting)
    - [Retail Dashboard](https://support.hapana.com/member-management#retail-dashboard)
    - [Team Settings](https://support.hapana.com/member-management#team-settings)
    - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management#hapana-member-access-control-mac-doors)
    - [Cash Drawer](https://support.hapana.com/member-management#cash-drawer)
- [Marketing Solutions](https://support.hapana.com/marketing-solutions#main-content)

    - [App](https://support.hapana.com/marketing-solutions#app)
    - [Contacts](https://support.hapana.com/marketing-solutions#contacts)
    - [Marketing](https://support.hapana.com/marketing-solutions#marketing)
    - [Conversations](https://support.hapana.com/marketing-solutions#conversations)
    - [Settings](https://support.hapana.com/marketing-solutions#settings)
    - [Automations](https://support.hapana.com/marketing-solutions#automations)
- [Branded Solutions](https://support.hapana.com/branded-solutions#main-content)

    - [Branded App](https://support.hapana.com/branded-solutions#branded-app)
    - [Branded Kiosk](https://support.hapana.com/branded-solutions#branded-kiosk)
- [Hapana Hub](https://support.hapana.com/hapana-hub)
- [Website Embed Widgets](https://support.hapana.com/website-embed-widgets)

- [About us](https://hapana.com/about-us/)
- [Careers](https://hapana.com/careers/)
- [Contact us](https://hapana.com/contact-us/)
- [Privacy policy](https://hapana.com/privacy-policy/)
- [Terms & conditions](https://hapana.com/terms-and-conditions/)

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