TeamUp Help Center

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TeamUp Help Center

For Business Owners

For Business Owners

Extensive knowledge base to help you with self-service support

Classes

An Overview of Classes/Appointments

Adjusting the class type visibility

Delete an alternate pricing

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

How to view your cancelled classes

How to un-cancel a class

How to run one on one sessions with a pre-set timetable

How to change the prices on your events and classes

Allow customers to book onto classes that has already started

Add alternate pricing for specific class times

Changing an existing class size limit

How do refunds work when a customer removes themselves from a class?

Track your recurring reservations

An overview of recurring reservations

Make a recurring class reservation for a customer

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

How to archive a Class Type

Cancelling a class and what happens to customers booked

Bulk cancel classes

Bulk timeslot editing

Biweekly and Triweekly time slots for classes

How to cancel a class time slot

How to create donation-based classes

See more

Appointments

How to set up an Appointment Type

Can I delete an Appointment Type?

Managing instructor availability for Appointments

How to manage an instructor's Availability Schedule/s

How to delete an instructor's availability schedule

How to block time across all availability schedules for an instructor

Creating overrides on availability schedules for Appointments

How to use the Instructor Availability tool

How to assign Appointment Types to instructor availability schedules

Can an instructor manage their own availability for Appointments?

Scheduling an appointment for a client

Can my clients book Appointments through the app?

Can I book appointments retrospectively?

Can recurring reservations be used with Appointments?

How to run appointment-based one-on-one sessions

Adding forms and waivers for Appointments

Transitioning from Classes to Appointments

See more

Forms & Documents

FAQ: Is it possible to update a policy?

Delete a Policy

Archiving a Policy

Add a Policy

Reordering Forms

Managing Forms on a customer profile

Expiring Forms / Asking for Form Resubmission

Staff permissions required to manage Forms

Form Notifications

Why can I not delete certain forms?

Deleting Forms

Creating a pre-registration/purchase form

Create a Form

Add/Remove Fields to/from a form

Non-participating sign up form explained

Signup Forms explained

Pre loaded forms explained

Introduction to Customer Forms

See more

Fields

Enabling marketing preferences

Where are the Custom Fields I previously created?

How to complete fields on the customer profile

Why can I not delete certain fields?

Deleting Fields

What permissions are required to manage fields?

Understanding and using the customer field list

View and edit customer profile fields

Multiple choice fields

System Fields Explained

Introduction to Customer Fields

Creating fields

Editing fields

Pre-loaded fields explained

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Reporting

Reports - Classes

Reports - Waivers

Searching for new customers

An overview of reporting

Reports - Instructors

Reports - Customer Birthdays

Why does my CSV download open in Safari?

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

Download Pending and Upcoming Payments

Reports - Field Changes

How to determine revenue per class type or per instructor

Reports - Discount Codes

Reports - Customer Referrals

Average customer lifespan

Reports - Memberships

Reports - Store orders

The Activity Feed

Other Customer Reports

Reports - Slipping Away

Reports - Course Session Attendances

Reports - Class Attendances

See more

Courses

How can I download a list of all course attendees?

Managing course registrations and attendances

Cancelling a course

Scheduling a course

Creating a course type

See more

Managing Memberships and Plans

What is One Use Plus pricing, and what can it be used for?

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

Process a pending offline membership payment as an online bill

Update Membership For Sale Status

Removing holds

How to add a payment to a recurring membership

Delete a membership

How to add an image to a membership description

Create memberships for new customers only

Apply a discount code to an active recurring membership

Viewing memberships that are not for sale and have no active members

FAQ: Is it possible to update the membership terminology?

How can I change the order my memberships are displayed?

How to change the price on a recurring membership for new customers

Edit Membership Terms and Conditions

How to view active customers of a particular membership

How to change your membership cancellation settings

Change the start date on a Pack or Prepaid Plan

Managing one on one membership offerings

See more

Customer Management

Add an account credit to a customer profile

How to flag issues on a customer profile

Add a payment method to a monthly membership for your customer

Adjust an upcoming payment for a customer

Overriding payment method defaults for individual customers

Adjusting the billing date on a customer's monthly membership

Adjust the account credit amount on a customer's profile

How can I make a partial refund on a customer's payment?

Customise membership usage limits for a specific customer

Cancelling a membership on behalf of your customer

How to put a customer's recurring membership on hold

Add a membership on behalf of a customer

Record a class usage against a customer's class pack

Adding a family member to an existing profile

How can I change the day my customer's recurring membership is billed on?

How do I email all of my customers from TeamUp?

How to change a membership start date and update the first payment

How to resend an invitation to a customer

Deleting a customer profile

Is it possible to undelete a deleted customer profile?

How to remove a discount code from a customer's membership

Upgrade or downgrade a membership on behalf of a customer

How to merge customer accounts

Registering a customer for a class

Apply a discount code to new customers only

Setting your Inactive Customer criteria

Setting your Slipping Away customer criteria

Setting your New Customer criteria

Make a recurring reservation from a customer profile

How to change or remove a payment method from a customer's recurring membership

FAQ: How to export customer marketing preferences

Adding an image to a customer's profile

How to upload a customer's vaccination certificate to TeamUp

Editing a recurring class reservation

See more

Customer Referrals

Referral notifications

Referrals with families

Viewing who referred a customer from your business dashboard

How to confirm referrals

How do customers use referrals?

How to view a customer referral code from your business dashboard

How to cancel referrals

Adding a referral from the business dashboard

Referral settings

Introduction to customer referrals

See more

Triggers and Notifications

View and monitor your Pack Running Low notifications

How to edit/delete a Pack Running Low notification

How to create a Pack Running Low notification

Introduction to pack running low notifications

Automated Birthday Notifications

Membership purchase notifications

Adding a pre/post course trigger and action

Add/edit/delete a Class/Appointment registration confirmation notification

Adding a pre/post/milestone Class/Appointment notification

Add a late cancellation notification

Updating your notification preferences

See more

Managing Payments and Billing

Can customers make payments when my GoCardless account is still in review?

How long do transfers take? (Stripe)

How long will a payment take to complete? (GoCardless)

Payouts

Bulk cancel pending offline payments

GoCardless - safe refunds

Invoices - Failed

Invoices - Pending Offline

Open Invoices - Bills

Open invoices - Pending

What can you do with Open Invoices?

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

Managing cash payments with TeamUp

How to make refunds

Can I cancel a pending payment (GoCardless)?

GoCardless - How long do payouts take?

Unskip previously skipped membership payments

How to change your incoming bank account (GoCardless)

Change the bank account money gets paid into (Stripe)

Resolving failed Direct Debit payments with GoCardless and TeamUp

Stripe - How long do payouts take?

Managing payment methods for different types of purchases

How can I block a membership from being used when it has pending payments

Creating Taxes and Fees

Confirming, cancelling, editing, and managing pending offline payments

Editing upcoming billing

How to skip membership payments

See more

Staff

Delete a staff member

How to resend an invitation to a staff member

Managing your business account login details and settings

Managing your bookings and Registration Settings

Waitlist settings

Overriding the "Registrations Open" setting on a specific class

Discount Codes

Override discount validity of a class or course

Can discount codes be deleted?

Viewing active/inactive discount codes

Updating purchase type validity on discount codes

How to bulk-create discount codes

Setting up a discount code

See more

The Store/Shop

How to archive a product

How to set a store variant to inactive

Change the order of store products

Cancel an open store order

Managing store orders

Your TeamUp Store

How to add a new store product variant to a store item

Store order confirmation from class attendance lists

Gift Vouchers

Adding product images to your store items

See more

FAQ

How are service fees calculated?

How can I book a call?

Taxes and fees on TeamUp

How do I cancel my TeamUp account?

Will my customers receive a receipt after making a purchase

What is Kiosk and how is it used?

What do the customer profile icons represent? - mobile version

How do I add another business account?

Are my customers' payment details safe

How can I download a list of all class attendances

What is 'credit from past subscription'?

When opening .CSV file all data appears in one column

My calendar only shows events for the next 20 weeks

How does GoCardless keep your payment details safe?

How to edit your business name

How to track and action no shows

Why can't my customer book a particular class

How do I stop customers from being able to buy a membership?

How to book a demo of TeamUp

How to leave product feedback

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Settings

Archiving / Unarchiving venues

Managing Pricing, Memberships and Plans

How to change the billing date for all your customers

Recurring membership Usage Limits

Managing membership categories

Class Pack Usage Limits

Edit a membership payment plan

Add a payment plan for a recurring membership

See more

To-dos

Confirming offline refunds

The To-dos section on the dashboard

Transitioning to To-dos

Introduction to the To-dos section

Data

Data Processing Agreement