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

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

Bulk timeslot editing

Written by Mitch
Updated over a week ago

How to archive a class type

Written by Mitch
Updated over a week ago

Registration settings - Set when customers can no longer register for a class

Written by Mitch
Updated over a week ago

Link your class timetable to your calendar (iCal, Google & Outlook)

Written by Mitch
Updated over a week ago

Track your recurring reservations

Written by Mitch
Updated over a week ago

Managing recurring reservations

Written by Mitch
Updated over a week ago

Editing a recurring reservation

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

Changing an existing class size limit

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

Registration settings - set how far in advance customers can register for classes

Written by Mitch
Updated over a week ago

Registration settings - setting a cancellation cutoff time for 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

Class Management

Written by Mitch
Updated over a week ago

How to delete a class schedule

Written by Mitch
Updated over a week ago

Can I send my customers a direct link to a class?

Written by Vicki Morillo
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 yesterday

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

Generate a membership duration report - cancelled memberships

Written by Mitch
Updated over a week ago

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

How to change the price on a recurring membership for new and/or existing customers

Written by Mitch
Updated over a week ago

Edit Membership Terms and Conditions

Written by Mitch
Updated over a week ago

Edit existing membership plans

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

Class Pack Usage Limits

Written by Mitch
Updated over a week ago

Create memberships for new customers only

Written by Mitch
Updated over a week ago

Recurring membership Usage Limits

Written by Mitch
Updated over a week ago

Delete a membership

Written by Mitch
Updated over a week ago

Transitioning to Forms and Fields

Written by Mitch
Updated over a week ago

Adjust account credit on a customer profile

Written by Vicki Morillo
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

Apply a discount code to new customers only

Written by Mitch
Updated over a week ago

Searching for new customers

Written by Mitch
Updated over a week ago

Registering a customer for a class

Written by Vicki Morillo
Updated over a week ago

Block bookings - how to add repeat bookings to a customer's profile

Written by Mitch
Updated over a week ago

Add an account credit to a customer profile

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 merge customer accounts

Written by Mitch
Updated over a week ago

How to resend an invitation to a customer

Written by Mitch
Updated over a week ago

Who's missing? Who's not showing up?

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 to change a membership start date and update the first payment

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

Hold a membership (freezing or pausing)

Written by Mitch
Updated over a week ago

Recording an extra usage against a customer's membership

Written by Mitch
Updated over a week ago

Add a membership on behalf of a customer

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 to add a payment to a recurring membership

Written by Mitch
Updated over a week ago

FAQ: How can I make a partial refund on a customers payment?

Written by Mitch
Updated over a week ago

Adjust your customers' account credit

Written by Mitch
Updated over a week ago

Adjusting the billing date on a customers monthly membership

Written by Mitch
Updated over a week ago

Adjust an upcoming payment for a customer

Written by Mitch
Updated over a week ago

Overriding payment method defaults for individual customers

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

Introduction to customer referrals

Written by Mitch
Updated over a week ago

Referral settings

Written by Mitch
Updated over a week ago

Creating referrals from the business dashboard

Written by Mitch
Updated over a week ago

How to cancel 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 to confirm referrals

Written by Mitch
Updated over a week ago

How do customers use 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

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

Written by Mitch
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

Update Membership For Sale Status

Written by Mitch
Updated over a week ago

Which cards and payment types can I accept with Stripe?

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

Written by Mitch
Updated over a week ago

Confirming pending offline payments

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

FAQ: How can I sort fields when bulk confirming payments

Written by Mitch
Updated over a week ago

Download Pending and Upcoming Payments

Written by Mitch
Updated over a week ago

Stripe - How long do payouts take?

Written by Mitch
Updated over a week ago

Managing payment methods for different types of purchases

Written by Mitch
Updated over a week ago

Resolving failed Direct Debit payments with GoCardless and TeamUp

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?

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

Written by Mitch
Updated over a week ago

Managing cash payments with TeamUp

Written by Mitch
Updated over a week ago

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

Waitlist settings

Written by Mitch
Updated yesterday

Setting up a discount code

Written by Mitch
Updated over a week ago

Override discount validity of a class or course

Written by Mitch
Updated over a week ago

Adding product images to your store items

Written by Mitch
Updated over a week ago

How to archive a product

Written by Mitch
Updated over a week ago

How to set a store variant to inactive

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

Your Teamup Store

Written by Mitch
Updated over a week ago

How to add a new store product variant

Written by Mitch
Updated over a week ago

Cancel an open store order

Written by Mitch
Updated over a week ago

How to determine profitability per class type?

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

Written by Mitch
Updated this week

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

What is Kiosk and how is it used?

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

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

Written by Mitch
Updated over a week ago

How do I cancel my TeamUp account?

Written by Mitch
Updated over a week ago

Does TeamUp integrate with any accounting software i.e. Quickbooks, Xero etc?

Written by Mitch
Updated over a week ago

Setting up digital waivers

Written by Mitch
Updated over a week ago

Contact Us

Written by Mitch
Updated over a week ago

Add a payment plan for a recurring membership

Written by Mitch
Updated over a week ago

Edit existing membership plans

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

FAQ: Can I send my customers a direct link to a membership?

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

FAQ: How can I change the order my memberships are displayed?

Written by Mitch
Updated over a week ago

Class Pack Usage Limits

Written by Mitch
Updated over a week ago

Create memberships for new customers only

Written by Mitch
Updated over a week ago

Managing membership categories

Written by Mitch
Updated over a week ago

Recurring membership Usage Limits

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

Edit Membership Terms and Conditions

Written by Mitch
Updated over a week ago

How to change your membership cancellation settings

Written by Mitch
Updated over a week ago

Generate a membership duration report

Written by Mitch
Updated over a week ago

Build a report on the duration of time it took for customers to cancel their membership

Written by Mitch
Updated over a week ago

How to add a new store product variant

Written by Mitch
Updated over a week ago

Cancel an open store order

Written by Mitch
Updated over a week ago

Change the order of store products

Written by Mitch
Updated over a week ago

Store order confirmation from class attendance lists

Written by Mitch
Updated over a week ago

Gift Vouchers

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

Archiving / Unarchiving venues

Written by Mitch
Updated over a week ago