š Overview
The To-Dos section is your central hub for managing items that need your attention. Rather than hunting through different parts of your account, everything that requires action, from confirming cash payments to reviewing referrals, is collected in one place.
Each category in the To-Dos section shows the number of items currently awaiting action, and the same items also appear as a widget on your Dashboard, so you always have a quick view of what needs attention. Clicking a category on your Dashboard takes you straight into the To-Dos section to action it.
āļø How to Use the To-Dos Section
This section covers each category you may see in your To-Dos, what it means, and what you can do with it. You can watch the walkthrough video below, or read on for each category.
Click the arrow to learn more about the To-Dos categories
Click the arrow to learn more about the To-Dos categories
You may be used to seeing these items in different areas of your account. If so, we'd suggest reading Transitioning to To-Dos here to review the list of items that have moved into the To-Dos section.
Offline Payments
Offline payments let you track and record payments made outside the platform, the most common example being cash. A pending offline payment is one that is awaiting confirmation that it has been received by your business. From here, you can confirm pending offline payments or void them if they are no longer needed.
š” For the full list of available actions, including editing amounts, converting to a bill, blocking registrations, or cancelling a membership, see To-Dos: Invoices - Pending Offline here.
Offline Refunds
Offline refunds are handled in person and must be confirmed manually once paid, so they are included in your monthly revenue reports.
š” For step-by-step instructions, see Confirming Offline Refunds here.
Open Invoices
Open Invoices are invoices still waiting to be paid. For example, a recurring card payment that is being retried after a failure appears here, as do bills that a customer needs to pay online themselves. If there are no open invoices, this category will not be visible in your To-Dos.
š” For more details, including retrying payments and bills, see To-Dos: Invoices - Open here.
Failed Payments
Failed payments are payments that could not be processed and are no longer being retried automatically, so they need to be resolved manually. Available actions include voiding the invoice, manually retrying the payment, changing the customer's payment method, or cancelling the membership.
š” For a full breakdown of actions and what to do next, see To-Dos: Invoices - Failed here.
Store Orders
Store orders that have not been marked as paid and/or delivered appear in this section.
ā ļø Only cash payment orders need to be marked as paid. Orders paid through an online processor are confirmed automatically and only need to be marked as delivered.
š” For full details on managing store orders, see Managing Store Orders here.
Referrals
When one of your customers refers someone to your business, you need to confirm the referral to apply the rewards to both parties. This category only appears if you have the Referrals feature active on your account.
š” For more information on managing referrals, see How to Cancel Referrals here.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Where can I find the To-Dos section?
Click the arrow to see the answer
Click the arrow to see the answer
You can access To-Dos directly from the left-hand navigation menu in your Business Dashboard. The same items also appear as a summary widget on your Dashboard homepage, so you can see at a glance how many items need attention in each category, and click through to action them.
Why don't I see a certain category in my To-Dos?
Click the arrow to see the answer
Click the arrow to see the answer
Some categories, such as Open Invoices or Referrals, only appear when there are items needing action. If a category has nothing to action, it will not be displayed. Categories like Referrals also only appear if you have that feature active on your account.
I used to manage these items in other parts of my account. What changed?
Click the arrow to see the answer
Click the arrow to see the answer
These items were moved to the To-Dos section to give you one central place to manage everything that needs attention. For a full list of what moved and where it came from, see Transitioning to To-Dos here.