Customer Management
By Angel and 2 others3 authors44 articles
- How do I email all of my customers from TeamUp?This guide explains the ways you can email all of your customers, including sending a broadcast email from the Customer List and exporting your customers to CSV/Excel or Mailchimp.
- How to resend an invitation to a customerThis guide explains how to resend a customer's invitation email, or copy their unique invitation link, from your customer list or their profile.
- 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?This guide explains how to change the day of the week or month that an individual customer's recurring membership is billed on.
- Delete a customer profileThis guide explains how to delete a customer profile, what happens to their data afterwards, and what to check before deleting.
- How to put a customer's membership on holdThis guide explains how to put an individual customer's membership on hold, how usage and payments are prorated, what happens once the hold is scheduled, and how to edit it.
- Adjust an upcoming payment for a customer
- How to remove a discount code from a customer's membership
- Make a recurring reservation from a customer profile
- Cancelling a Membership on Behalf of Your CustomerThis guide explains how to cancel a recurring membership on behalf of a customer, including how each expiry date option affects billing.
- Adjust the account credit amount on a customer's profile
- Setting your New Customer criteria
- Add a Customer
- How to Register a Customer for a ClassThis guide explains how to register an existing or new customer for a class from your Calendar, choose how they pay, handle outstanding forms or waivers, and track free registrations.
- Adding a family member to an existing profile
- Setting your Slipping Away customer criteriaThis guide looks into the Slipping Away status, how you can set your customer criteria for this status, and the trigger the Slipping Away notifications.
- Customise membership usage limits for a specific customerCan I manually add or remove credits to a customers profile/membership/pack?
- How to Add an Image to a Customer's ProfileThis guide shows you how to add or change a profile image on a customer's profile from your Business Dashboard, and where that image appears.
- How can I make a partial refund on a customer's payment?
- How to merge customer accountsThis guide looks into how you can merge two customer accounts, so that two user accounts can be joined into one, and how you can choose which information to keep
- Overriding payment method defaults for individual customers
- Record a class usage against a customer's class packDeduct a credit from a customer's membership.
- FAQ: How to export customer marketing preferences
- How to upload a customer's vaccination certificate to TeamUp
- 🎥 Add a membership on behalf of a customer (w/ VIDEO)This guide explains how to add a membership to a customer's account from your dashboard, plus other actions you can take on their behalf — changing the start date, upgrading…
- Apply a discount code to new customers only
- Add an account credit to a customer profile
- Setting your Inactive Customer criteriaThis guide explains how to set up criteria in TeamUp to automatically classify customers as “Inactive” when they don't have an active membership, and haven't attended a class for a…
- 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 Customers from Booking SessionsThis guide explains how to block a customer from booking sessions, where blocked customers are shown, where the block applies, and how to unblock them.
- What is 'credit from past subscription'?
- What is an Active customer?This guide explains what what an “Active customer” is, where you’ll see this term in your account, and how it can refer to different things depending on the context.
- Can customers share an email address?Can more than one customer use the same email? Can two or more customers use the same email?
- Why customers are unable to register for eventsSometimes, customers may try to sign up for a class, appointment, or course but find that they’re unable to complete the registration. This guide explains the most common reasons this…
- Resetting a Customers PasswordThis guide looks into the how you can assist customers who need help resetting their passwords
- Introduction to TeamUp CRM and the Lifecycle PipelineThis guide introduces the CRM, explains how the Lifecycle Pipeline works, and points you to the deeper guides for editing stages, managing the Kanban board, configuring email notifications, and reviewing…
- Editing and Managing Your Lifecycle PipelineThis guide looks into how you can edit, rename, and remove lifecycle stages in your CRM pipeline, plus configure stage automation rules.
- Setting Up CRM Lifecycle Email NotificationsThis guide looks into how you can configure customer-facing email notifications that fire when customers enter specific lifecycle stages.
- CRM Interactions and Activity LogThis guide explores the Activity Log, how to read a customer's activity log, manually log calls/emails/notes.
- CRM Kanban Board: Automations, Assignments and Manual OverridesThis guide explains how to use the CRM Kanban board, including how automations move customers between stages, how to assign staff members to customers, and how manual moves override automation.
- The New Customer ListThis guide explains how to use the redesigned Customer List to search, filter and customise columns, save segments, export your list, and send broadcast emails and, in supported countries, SMS…