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For Business Owners
Extensive knowledge base to help you with self-service support
226 articles in this collection
Written by
Mitch
and
Vicki Morillo
How to skip membership payments
Written by
Vicki Morillo
Updated over a week ago
Reports - Course Session Attendances
Can I download a list of course attendees? How can I see a list of who's registered for a course and their details (name, phone, email)?
Written by
Vicki Morillo
Updated over a week ago
FAQ: How can I download a list of all course attendees
Can I see who's registered for a course and download their details?
Written by
Vicki Morillo
Updated over a week ago
Reports - Instructors
How many hours have my instructors worked? Is there a payroll report on TeamUp?
Written by
Vicki Morillo
Updated over a week ago
Delete an alternate pricing
Written by
Vicki Morillo
Updated over a week ago
Setting your Slipping Away customer criteria
Written by
Vicki Morillo
Updated over a week ago
Managing store orders
How to mark a store order as paid or delivered. How to cancel orders. How to add a store order from the business side.
Written by
Vicki Morillo
Updated over a week ago
Fields
Introduction to Customer Fields
Written by
Mitch
Updated over a week ago
Creating fields
Written by
Vicki Morillo
Updated over a week ago
Editing fields
Written by
Vicki Morillo
Updated over a week ago
Enabling marketing preferences
Written by
Mitch
Updated over a week ago
Where are the Custom Fields I previously created?
Written by
Mitch
Updated over a week ago
How to complete fields on the customer profile
Written by
Mitch
Updated over a week ago
Why can I not delete certain fields?
Written by
Mitch
Updated over a week ago
Deleting Fields
Written by
Mitch
Updated over a week ago
What permissions are required to manage fields?
Written by
Mitch
Updated over a week ago
Understanding and using the customer field list
Written by
Mitch
Updated over a week ago
View and edit customer profile fields
Written by
Mitch
Updated over a week ago
Multiple choice fields
Written by
Mitch
Updated over a week ago
System Fields Explained
Written by
Mitch
Updated over a week ago
Pre-loaded fields explained
Written by
Mitch
Updated over a week ago
Forms and Documents
Introduction to Customer Forms
Written by
Mitch
Updated over a week ago
Pre loaded forms explained
Written by
Mitch
Updated over a week ago
Signup Forms explained
Written by
Mitch
Updated over a week ago
Non-participating sign up form explained
Written by
Mitch
Updated over a week ago
Add/Remove Fields to/from a form
Written by
Mitch
Updated over a week ago
Create a Form
Written by
Mitch
Updated over a week ago
Creating a pre registration/purchase form
Written by
Mitch
Updated over a week ago
Deleting Forms
Written by
Mitch
Updated over a week ago
Why can I not delete certain forms?
Written by
Mitch
Updated over a week ago
Form Notifications
Written by
Mitch
Updated over a week ago
Staff permissions required to manage Forms
Written by
Mitch
Updated over a week ago
Expiring Forms / Asking for Form Resubmission
Written by
Mitch
Updated over a week ago
Managing Forms on a customer profile
Written by
Mitch
Updated over a week ago
Reordering Forms
Written by
Mitch
Updated over a week ago
Add a Policy
Great for collecting your businesses GDPR related terms of service and privacy policies
Written by
Mitch
Updated over a week ago
Archiving a Policy
Written by
Mitch
Updated over a week ago
Delete a Policy
Written by
Mitch
Updated over a week ago
Where are my customer questions now?
Written by
Mitch
Updated over a week ago
FAQ: Is it possible to update a policy?
Written by
Mitch
Updated over a week ago
Classes
Bulk timeslot editing
Written by
Mitch
Updated over a week ago
Cancelling a class and what happens to customers booked
How to cancel a single class
Written by
Vicki Morillo
Updated over a week ago
Bulk cancel classes
Cancel classes between two dates. How to edit your schedule for time off or holidays.
Written by
Mitch
Updated over a week ago
How to archive a class type
Written by
Mitch
Updated over a week ago
Link your class timetable to your calendar (iCal, Google & Outlook)
Add your TeamUp calendar to iCal, Google and Outlook. Sync your class schedule with your personal calendar.
Written by
Mitch
Updated over a week ago
How to run one on one sessions
Run one on one classes. 1-2-1 sessions. Appointment scheduling. PT sessions.
Written by
Mitch
Updated over a week ago
Track your recurring reservations
Written by
Mitch
Updated over a week ago
Editing a recurring reservation
Written by
Mitch
Updated over a week ago
Managing recurring reservations
Written by
Mitch
Updated over a week ago
Make a recurring class reservation for a customer
Written by
Mitch
Updated over a week ago
Adjusting the class type visibility
Written by
Mitch
Updated over a week ago
Biweekly and Triweekly time slots for classes
Written by
Mitch
Updated over a week ago
How do refunds work when a customer removes themselves from a class?
Written by
Mitch
Updated over a week ago
Changing an existing class size limit
Change the attendee limit on your classes.
Written by
Mitch
Updated over a week ago
Add alternative pricing for certain class times
Written by
Mitch
Updated over a week ago
Allow customers to book onto classes that has already started
Written by
Mitch
Updated over a week ago
How to change the prices on your events and classes
Written by
Mitch
Updated over a week ago
Can I send my customers a direct link to a class?
Send customers the URL for a specific class
Written by
Vicki Morillo
Updated over a week ago
How to cancel a class time slot
Delete a class time slot from your schedule. Cancel a time slot.
Written by
Mitch
Updated over a week ago
Class prices - What is One Use Plus, and what can it be used for?
Written by
Vicki Morillo
Updated over a week ago
How to add an image to a class or membership description
Add an image to a class description or membership description
Written by
Mitch
Updated over a week ago
Courses
Creating a course type
Written by
Mitch
Updated over a week ago
Scheduling a course
Written by
Mitch
Updated over a week ago
Managing course registrations and attendances
Written by
Mitch
Updated over a week ago
Cancelling a course
Written by
Mitch
Updated over a week ago
Managing Memberships and Plans
How to change your membership cancellation settings
Written by
Mitch
Updated over a week ago
How to view active customers of a particular membership
Written by
Mitch
Updated over a week ago
Add a recurring membership
Written by
Mitch
Updated over a week ago
Edit Membership Terms and Conditions
Written by
Mitch
Updated over a week ago
How to change the price on a recurring membership for new customers
Bulk edit payment plans for new members
Written by
Mitch
Updated over a week ago
FAQ: How can I change the order my memberships are displayed?
Written by
Mitch
Updated over a week ago
FAQ: Is it possible to update the membership terminology?
Written by
Mitch
Updated over a week ago
Viewing memberships that are not for sale and have no active members
Written by
Mitch
Updated over a week ago
Apply a discount code to an active recurring membership
Written by
Mitch
Updated over a week ago
Create memberships for new customers only
Written by
Mitch
Updated over a week ago
Delete a membership
Written by
Mitch
Updated over a week ago
How to add a payment to a recurring membership
Add an ad hoc payment to a recurring membership
Written by
Mitch
Updated over a week ago
Managing one on one membership offerings
Sell one on one sessions and packs. 1-2-1 and appointment memberships. PT packs and memberships.
Written by
Mitch
Updated over a week ago
Removing holds
How to delete membership holds in bulk or individually.
Written by
Vicki Morillo
Updated over a week ago
Customer Management
How to flag issues on a customer profile
Can I add a note to a customer's profile?
Written by
Vicki Morillo
Updated over a week ago
Transitioning to Forms and Fields
Written by
Mitch
Updated over a week ago
Adding an image to a customer's profile
Written by
Mitch
Updated over a week ago
FAQ: How to export customer marketing preferences
Written by
Mitch
Updated over a week ago
How to change/remove a payment method from a customer's membership
Written by
Mitch
Updated over a week ago
Make a recurring reservation from a customer profile
Written by
Mitch
Updated over a week ago
Setting your New customer criteria
Written by
Mitch
Updated over a week ago
Setting your Inactive Customer criteria
Written by
Vicki Morillo
Updated over a week ago
Apply a discount code to new customers only
Written by
Mitch
Updated over a week ago
Registering a customer for a class
Written by
Vicki Morillo
Updated over a week ago
Add an account credit to a customer profile
Written by
Mitch
Updated over a week ago
How to merge customer accounts
Can I merge two customers? How to merge customer profiles.
Written by
Mitch
Updated over a week ago
Editing a recurring class reservation
Written by
Mitch
Updated over a week ago
Upgrade or downgrade a membership on behalf of a customer
Written by
Mitch
Updated over a week ago
How to remove a discount code from a customers membership
Written by
Mitch
Updated over a week ago
Make a recurring class reservation for a customer (Class Type tab)
Written by
Mitch
Updated over a week ago
FAQ: Is it possible to undelete a deleted customer profile?
Written by
Mitch
Updated over a week ago
Deleting a customer profile
Written by
Mitch
Updated over a week ago
How to resend an invitation to a customer
Written by
Mitch
Updated over a week ago
How to change a membership start date and update the first payment
Written by
Mitch
Updated over a week ago
How do I email all of my customers from TeamUp?
Written by
Mitch
Updated over a week ago
How can I change the day my customer's recurring membership is billed on?
Written by
Mitch
Updated over a week ago
Adding a family member to an existing profile
Written by
Mitch
Updated over a week ago
Record a class usage against a customer's class pack
Deduct a class from a customer's class pack membership
Written by
Mitch
Updated over a week ago
Add a membership on behalf of a customer
Adding a membership to a customer profile from the business side
Written by
Mitch
Updated over a week ago
How to put a customer's recurring membership on hold
Hold individual customer memberships. Freeze or pause a recurring membership. How to edit or delete membership holds.
Written by
Mitch
Updated over a week ago
Cancelling a membership on behalf of your customer
Written by
Mitch
Updated over a week ago
Customise membership usage limits for a specific customer
Written by
Mitch
Updated over a week ago
FAQ: How can I make a partial refund on a customer's payment?
Written by
Mitch
Updated over a week ago
Adjust the account credit amount on a customer's profile
Written by
Mitch
Updated over a week ago
Adjusting the billing date on a customer's monthly membership
Change the bill date of a customer's membership
Written by
Mitch
Updated over a week ago
Overriding payment method defaults for individual customers
Written by
Mitch
Updated over a week ago
Adjust an upcoming payment for a customer
Written by
Mitch
Updated over a week ago
Add a payment method to a monthly membership for your customer
Written by
Mitch
Updated over a week ago
Using the payment flow on a customers profile
Written by
Vicki Morillo
Updated over a week ago
Customer Referrals
Introduction to customer referrals
Written by
Mitch
Updated over a week ago
Referral settings
Written by
Mitch
Updated over a week ago
Adding a referral from the business dashboard
Written by
Mitch
Updated over a week ago
How to cancel referrals
How can I cancel a referral? Canceling referrals.
Written by
Mitch
Updated over a week ago
How to view a customer referral code from your business dashboard
Written by
Mitch
Updated over a week ago
How do customers use referrals?
Written by
Mitch
Updated over a week ago
How to confirm referrals
Confirming customer referrals
Written by
Mitch
Updated over a week ago
Viewing who referred a customer from your business dashboard
Written by
Mitch
Updated over a week ago
Referrals with families
Written by
Mitch
Updated over a week ago
Referral notifications
Written by
Mitch
Updated over a week ago
Triggers and Notifications
Notification types sent to the business
Written by
Mitch
Updated over a week ago
Updating your notification preferences
Written by
Mitch
Updated over a week ago
Add a late cancellation notification
Written by
Mitch
Updated over a week ago
Adding a pre/post class notification
How do I send my customers an email before class? Can I email attendees after class?
Written by
Mitch
Updated over a week ago
Add/edit/delete a class registration confirmation notification
Do customers get an email after they book a class? Can I send my customers a confirmation when they register for a class?
Written by
Vicki Morillo
Updated over a week ago
Adding a pre/post course trigger and action
Written by
Mitch
Updated over a week ago
Membership purchase notifications
Written by
Mitch
Updated over a week ago
Automated Birthday Notifications
Written by
Mitch
Updated over a week ago
Customise your own email notifications
Written by
Mitch
Updated over a week ago
Editing a trigger or trigger action
Written by
Mitch
Updated over a week ago
FAQ: How to track when a trigger action has been sent
Written by
Mitch
Updated over a week ago
Introduction to pack running low notifications
Send an automated email when a customer's pack is running low. Prompt them to re-purchase or upgrade their pack.
Written by
Vicki Morillo
Updated over a week ago
How to create a Pack Running Low notification
How to set up an email to let your customers know that their pack is running low. Remind them to purchase another pack or suggest an upgrade
Written by
Vicki Morillo
Updated over a week ago
How to edit/delete a Pack Running Low notification
Editing/deleting Pack Running Low email notifications.
Written by
Vicki Morillo
Updated over a week ago
View and monitor your Pack Running Low notifications
Manage Pack Running Low notifications from your business dashboard.
Written by
Vicki Morillo
Updated over a week ago
Managing Payments and Billing
Update Membership For Sale Status
Written by
Mitch
Updated over a week ago
Editing upcoming billing
Written by
Mitch
Updated over a week ago
Process a pending offline membership payment as an online bill
Convert an offline payment into an online bill.
Written by
Mitch
Updated over a week ago
Confirming, cancelling, editing, and managing pending offline payments
How to manage your offline payments on TeamUp. How to block registrations on a membership with an overdue offline payment.
Written by
Mitch
Updated over a week ago
Creating Taxes and Fees
Written by
Mitch
Updated over a week ago
FAQ: How can I block a membership from being used when it has pending payments
Written by
Mitch
Updated over a week ago
Managing payment methods for different types of purchases
Written by
Mitch
Updated over a week ago
Stripe - How long do payouts take?
Written by
Mitch
Updated over a week ago
Resolving failed Direct Debit payments with GoCardless and TeamUp
What should I do if a GoCardless payment fails?
Written by
Mitch
Updated over a week ago
How to change your incoming bank account (Stripe)
Written by
Mitch
Updated over a week ago
How to change your incoming bank account (GoCardless)
Written by
Mitch
Updated over a week ago
Unskip previously skipped membership payments
Written by
Mitch
Updated over a week ago
GoCardless - How long do payouts take?
When will I receive my payments from GoCardless? How long do GoCardless payments take?
Written by
Mitch
Updated over a week ago
Can I cancel a pending payment (GoCardless)?
Written by
Mitch
Updated over a week ago
How to make refunds
How can I refund a customer?
Written by
Mitch
Updated over a week ago
Managing cash payments with TeamUp
Written by
Mitch
Updated over a week ago
Does TeamUp integrate with any accounting software i.e. Quickbooks, Xero, Sage?
Use TeamUp reports to import data into your accounting software. Automations with GoCardless and Stripe also exist.
Written by
Mitch
Updated over a week ago
What can you do with Open Invoices?
What are open invoices? Why are my payments pending? What happens when a payment fails?
Written by
Vicki Morillo
Updated over a week ago
Open invoices - Pending
Written by
Vicki Morillo
Updated over a week ago
Invoices - Pending Offline
Understanding Pending Offline Invoices and how to manage them
Written by
Vicki Morillo
Updated over a week ago
Open Invoices - Bills
Written by
Vicki Morillo
Updated over a week ago
Invoices - Failed
Where can I resolve failed payments?
Written by
Vicki Morillo
Updated over a week ago
GoCardless - safe refunds
What are safe refunds with GoCardless?
Written by
Mitch
Updated over a week ago
Reporting
An overview of reporting
How to generate reports on TeamUp.
Written by
Mitch
Updated over a week ago
Reports - Class Attendances
How can I view the average number of attendances? Which customers haven't shown up for class? How can I see who's late-cancelled?
Written by
Vicki Morillo
Updated over a week ago
The Activity Feed
Can I check my customers' registrations and activity? How do I know if my notifications are being sent?
Written by
Vicki Morillo
Updated over a week ago
Reports - Customer Birthdays
See upcoming customer birthdays
Written by
Vicki Morillo
Updated over a week ago
Reports - Customer Referrals
Written by
Vicki Morillo
Updated over a week ago
Reports - Slipping Away
Track customers who haven't been attending class lately.
Written by
Vicki Morillo
Updated over a week ago
Who's missing? Who's not showing up?
Written by
Mitch
Updated over a week ago
Other Customer Reports
Written by
Vicki Morillo
Updated over a week ago
Reports - Memberships
View a list of memberships currently on hold, see how many active memberships you have, how many people cancelled their membership, and more
Written by
Vicki Morillo
Updated over a week ago
Reports - Store orders
Written by
Vicki Morillo
Updated over a week ago
Reports - Field Changes
See customer field changes at a glance
Written by
Vicki Morillo
Updated over a week ago
Searching for new customers
Written by
Mitch
Updated over a week ago
Download Pending and Upcoming Payments
Written by
Mitch
Updated over a week ago
Reports - Discount Codes
How many people have used a discount code? How many discount codes has a customer used? Is there a discount codes report?
Written by
Vicki Morillo
Updated over a week ago
How to determine revenue per class type or per instructor
Determine revenue per class or per instructor
Written by
Mitch
Updated over a week ago
Average customer lifespan
Generate a membership duration report. How long have my customers been with me?
Written by
Mitch
Updated over a week ago
Staff
How to resend an invitation to a staff member
Written by
Mitch
Updated over a week ago
Delete a staff member
Written by
Mitch
Updated over a week ago
Managing your booking and registration settings
Waitlist settings
Written by
Mitch
Updated over a week ago
Discount Codes
Setting up a discount code
How to create a discount code on TeamUp.
Written by
Mitch
Updated over a week ago
How to bulk-create discount codes
Can I create discount codes in bulk? How do I generate multiple discount codes at once?
Written by
Vicki Morillo
Updated over a week ago
Updating purchase type validity on discount codes
How can I add more items to a discount code? How to add more products to existing discount codes.
Written by
Vicki Morillo
Updated over a week ago
Viewing active/inactive discount codes
Where can I find inactive discount codes? Where are the discount codes that I created?
Written by
Vicki Morillo
Updated over a week ago
Can discount codes be deleted?
Can I delete a discount code?
Written by
Vicki Morillo
Updated over a week ago
Override discount validity of a class or course
Written by
Mitch
Updated over a week ago
The Store/Shop
Adding product images to your store items
Written by
Mitch
Updated over a week ago
Gift Vouchers
Written by
Mitch
Updated over a week ago
Store order confirmation from class attendance lists
Written by
Vicki Morillo
Updated over a week ago
How to add a new store product variant to a store item
Written by
Mitch
Updated over a week ago
Your TeamUp Store
Written by
Mitch
Updated over a week ago
FAQ's
How to book a demo of TeamUp
Book a demo for a screen share run through of TeamUp
Written by
Mitch
Updated over a week ago
How do I stop customers from being able to buy a membership?
Written by
Mitch
Updated over a week ago
FAQ: Why can't my customer book a particular class
Written by
Mitch
Updated over a week ago
How to track and action no shows
Track and action no shows and late cancellations
Written by
Mitch
Updated over a week ago
How to edit your business name
Change the business name show to business users and customers
Written by
Mitch
Updated over a week ago
FAQ: How does GoCardless keep your payment details safe?
Written by
Mitch
Updated over a week ago
FAQ: My calendar only shows events for the next 20 weeks
Written by
Mitch
Updated over a week ago
FAQ: When opening .CSV file all data appears in one column
Written by
Mitch
Updated over a week ago
FAQ: What is 'credit from past subscription'?
Written by
Mitch
Updated over a week ago
FAQ: How can I download a list of all class attendances
Written by
Mitch
Updated over a week ago
FAQ: Are my customers' payment details safe
Written by
Mitch
Updated over a week ago
How do I add another business account?
Written by
Mitch
Updated over a week ago
What do the customer profile icons represent? - mobile version
Written by
Mitch
Updated over a week ago
What is Kiosk and how is it used?
Written by
Mitch
Updated yesterday
How do I share TeamUp with other businesses?
Written by
Mitch
Updated over a week ago
Will my customers receive a receipt after making a purchase
Written by
Mitch
Updated over a week ago
FAQ: How are service fees calculated?
How are active customers defined with TeamUp billing?
Written by
Mitch
Updated over a week ago
How do I cancel my TeamUp account?
Written by
Mitch
Updated over a week ago
How can I book a call?
How can I schedule a call? How can I call TeamUp? How can I contact TeamUp?
Written by
Mitch
Updated over a week ago
Managing Pricing, Memberships, and Plans
Add a payment plan for a recurring membership
How do I set up recurring billing for my customers? Can I create a split payment plan? Can one membership have different prices?
Written by
Mitch
Updated over a week ago
Edit existing membership plans
Written by
Mitch
Updated over a week ago
FAQ: Can I send my customers a direct link to a membership?
Written by
Mitch
Updated over a week ago
Class Pack Usage Limits
Written by
Mitch
Updated over a week ago
Managing membership categories
Written by
Mitch
Updated over a week ago
Recurring membership Usage Limits
Set Frequency restrictions on your memberships
Written by
Mitch
Updated over a week ago
How to change the billing date for all your customers
Change bill dates for all of your customers.
Written by
Vicki Morillo
Updated over a week ago
Store/Shop
Cancel an open store order
Can I cancel a store order?
Written by
Mitch
Updated over a week ago
Change the order of store products
Written by
Mitch
Updated over a week ago
How to set a store variant to inactive
Written by
Mitch
Updated over a week ago
How to archive a product
Written by
Mitch
Updated over a week ago
Settings
Archiving / Unarchiving venues
Written by
Mitch
Updated over a week ago
To-dos
Introduction to the To-dos section
Confirming cash payments and refunds. How can I delete failed payments? What is a bill? How to confirm referrals. Pending store orders.
Written by
Vicki Morillo
Updated over a week ago
Transitioning to To-dos
What are To-Dos?
Written by
Vicki Morillo
Updated over a week ago
The To-dos section on the dashboard
What is the To-dos section on the TeamUp dashboard?
Written by
Vicki Morillo
Updated over a week ago