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For Business Owners, Admins, Instructors
For Business Owners, Admins, Instructors
Bulk timeslot editing
πŸŽ₯ Managing instructor availability for Appointments (w/ VIDEO)
What is 'credit from past subscription'?
How to edit an existing staff member
Adding staff members
Can an instructor manage their own availability for Appointments?
How to run one on one sessions with a pre-set timetable
Add alternate pricing for specific class times
Transitioning from Classes to Appointments
πŸŽ₯ Make a recurring class reservation for a customer (w/ VIDEO)
How to cancel a class time slot
How to create donation-based classes
Delete an alternate pricing
Allow customers to book classes or appointments that have already started
How to save chat widget conversations for your future reference
How can I set up a Penalty System?You can set up a Penalty System in order to automatically charge customers once they reach a certain number of Late Cancels or No-Shows.

How do I email all of my customers from TeamUp?
How to resend an invitation to a customer
Add a payment method to a monthly membership for your customer
How can I change the day my customer's recurring membership is billed on?
Delete a customer profile
How to put a customer's membership on hold
Adjust an upcoming payment for a customer
Upgrade or downgrade a membership on behalf of a customer
Add a membership and change the start date
How to remove a discount code from a customer's membership
πŸŽ₯ Editing, cancelling, and deleting recurring class reservations (w/ VIDEO)
Make a recurring reservation from a customer profile
Cancelling a membership on behalf of your customer
Adjust the account credit amount on a customer's profile
Setting your New Customer criteria
Add a Customer
Registering a customer for a class
Adding a family member to an existing profile
Setting your Slipping Away customer criteria
Adjusting the billing date on a customer's monthly membership
Customise membership usage limits for a specific customer
Adding an image to a customer's profile
How can I make a partial refund on a customer's payment?
How to merge customer accounts
Overriding payment method defaults for individual customers
Record a class usage against a customer's class pack
FAQ: How to export customer marketing preferences
How to upload a customer's vaccination certificate to TeamUp
πŸŽ₯ Add a membership on behalf of a customer (w/ VIDEO)
How to change or remove a payment method from a customer's recurring membership
Is it possible to undelete a deleted customer profile?
Apply a discount code to new customers only
Add an account credit to a customer profile
Setting your Inactive Customer criteria
How to track and action no shows
How to flag issues on a customer profile
How to add multiple registrations to a customer's profile
How to set up and manage customer check-ins
How to block members from booking sessions

Does TeamUp work with a card reader?Use Stripe's POS terminal/card reader to take payment from your customers directly with the tap of a phone or card.
How to set up my Stripe Terminal?Follow the steps below in order to complete your Stripe Terminal setup, and start using your card reader.
How can I take payment from my customer using my Stripe Terminal?You can now charge users directly using Google Pay, Apple Pay, Samsung Pay, or a credit/debit card without having to add their card details
πŸŽ₯ Creating Taxes and Fees (w/VIDEO)
Resolving failed Direct Debit payments with GoCardless and TeamUp
How can I block a membership from being used when it has pending offline payments
Managing payment methods for different types of purchases
GoCardless - safe refunds
GoCardless vs Stripe
Unskip previously skipped membership payments
GoCardless - what, why, how?
Confirming, cancelling, editing, and managing pending offline payments
GoCardless - How long do payouts take?
Stripe - what, why, how?
How to make refunds
Cancel a pending payment (GoCardless)
Stripe - How long do payouts take?
How to skip membership payments
Change the bank account details money gets paid into (Stripe)
How to change your incoming bank account (GoCardless)
Managing cash payments with TeamUp
πŸŽ₯ Payments, Billing, and Revenue (w/ VIDEO)
Editing upcoming billing
Bulk cancel pending offline payments
Confirming offline refunds
How long will a payment take to complete? (GoCardless)
How long do transfers take? (Stripe)
Can customers make payments when my GoCardless account is still in review?
πŸŽ₯ How to accept payments through TeamUp (VIDEO)
Which cards and payment types can I accept with Stripe?
How to reverse an Account Credit refund
Where are my Stripe Invoices?
A Stripe transaction doesn’t have a name listed, how do I find the customer in TeamUp?

Viewing memberships that are not for sale and have no active members
Change the start date on a Pack or Prepaid Plan
πŸŽ₯ What is One Use Plus pricing, and what can it be used for? (VIDEO)
How to put memberships on hold in bulk
Edit a membership payment plan
πŸŽ₯ How to remove a membership payment plan and add a new one (VIDEO)
How to add a payment to a recurring membership
How to view active customers of a particular membership
Apply a discount code to an active recurring membership
πŸŽ₯ Add a Recurring Membership (w/ VIDEO)
Edit Membership Terms and Conditions
Create memberships for new customers only
Update Membership For Sale Status
Managing membership categories
πŸŽ₯ How to delete a membership (w/ VIDEO)
Recurring membership Usage Limits
πŸŽ₯ Add a Prepaid Plan (w/ VIDEO)
Process a pending offline membership payment as an online bill
How to edit or end holds in bulk
Add a payment plan for a recurring membership
Removing holds
Can I send my customers a direct link to a membership?
Managing one on one membership offerings
How to add an image to a membership description
πŸŽ₯ How to change the price on a recurring membership for new customers (w/ VIDEO)
πŸŽ₯ How to change the price on a recurring membership for existing customers (w/ VIDEO)
πŸŽ₯ Add a Pack (w/ VIDEO)
How to change the payment/billing date for all your customers
Pack Usage Limits
How can I change the order my memberships are displayed?
How to update the terminology on your TeamUp account
An Overview of Membership Tools
How to extend expiration dates on packs and prepaid plans
πŸŽ₯ An overview of Memberships (VIDEO)
How to change your membership cancellation settings
How to create drop-ins in TeamUp
Membership usage - when is it deducted, when is it refunded automatically, and can it be refunded manually?
I have added one-plus pricing but can't see this when making a purchase for a customer
What does "Registrations Blocked" mean?
How to exclude/remove a specific class from your free trial offering