Customer Management
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
🎥 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 customerCan I manually add or remove credits to a customers profile/membership/pack?
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 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)
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
What is 'credit from past subscription'?
What is an Active customer?When TeamUp refers to an "Active" customer, what is it referring to? This term is used in a couple of different ways which we outline below.