For Business Owners, Admins, Instructors
By Mitch and 7 others8 authors412 articles
- Transitioning from Classes to AppointmentsThis guide walks you through transitioning your one-on-one Class Types to Appointment Types so customers can book sessions based on staff availability.
- Exciting Update to Our Customer Support Experience - September 2024
- Stripe Capital (United States)This guide explains how the Stripe Capital financing programme works, who is eligible, how repayment is structured, and answers common questions.
- Apple Pay & Google Pay at CheckoutThis guide explains how customers can pay using Apple Pay and Google Pay at checkout on your Customer Site, including which businesses can offer it and the fact that no…
- An overview of your Business Dashboard (w/ VIDEO)This guide explains each section of your Business Dashboard, including pending payments, upcoming events, billing, To-dos, revenue charts, and membership data.
- How to Change Your Date FormatThis guide explains how to change the date format on your dashboard by switching your language setting, and how this affects your calendar's start day.
- How to enhance your descriptions using AI Text EnhanceThis guide shows how you can use AI to enhance your descriptions and create stronger, more engaging content with minimal effort
- AI Business AdvisorLearn how the AI Business Advisor uses intelligent analytics to transform your TeamUp data into actionable insights that reveal opportunities for growth and efficiency.
- The CalendarThis guide explains how to use and navigate the TeamUp business calendar so you can view, organise, and manage your schedule with confidence
- How to Bulk Cancel Classes & Mark Your Business as ClosedThis guide explains how to bulk cancel classes, mark your business as closed for a date range, and re-open your business when you are ready.
- How to Share a Filtered Calendar Link with CustomersThis guide explains how to filter your Customer Site calendar by Event, Instructor, or Venue, and share the filtered URL directly with your customers.
- Calendar Sync
- 🎥 An overview of events: Classes, Appointments, and Courses (VIDEO)In this guide we look into the difference between Classes, Appointments, and Courses, including the how customers can register for them, and how they're priced differently
- How to Create One-Off EventsThis guide explains how to schedule one-off events such as workshops, parties, and special classes or appointments, and walks through the available pricing options.
- How to Unregister/Remove Customers from Classes, Appointments & CoursesThis guide explains how to unregister or remove a customer from a class, appointment, or course session directly from your dashboard.
- RentalsLearn how to use Rentals to let customers book spaces in your venue (courts, studios, saunas, rooms, etc.) without attaching an instructor or fixed class timetable.
- Understanding Registration SettingsThis guide explains the registration settings tabs, including Registration Timelines, Waitlists, Customers, Calendar, Late Cancels, and Nightly Blackout.
- Registration Settings - setting a cancellation cutoff time for Classes and AppointmentsThis guide explains how to set a cancellation cutoff time within your registration timelines, use different cutoffs per class type, and remind customers of your policy.
- What are registration timelines?This guide explains what registration timelines are, what the Registrations open, close, and cancellation cutoff settings do, and how to manage multiple timelines.
- Registration settings - set how far in advance customers can register for classesThis guide explains how to use the Registrations open setting in your registration timelines to control how far in advance customers can book classes.
- Adding a new registration timelineThis Guide looks into the how you can create a new registration timeline, and how they are used.
- Using a Nightly Blackout Period for Waiting List Spot Expirations and Class CancellationsThis guide explains the Nightly Blackout Period for waiting list spot expirations and cancellation time limits, how it works, and how to set it up.
- Calendar settingsThis guide explains how to configure your calendar settings to control how your schedule displays to customers, including timezone preferences, attendee visibility, waitlist information, filters, and week start options.
- Editing registration timelinesThis guide explains how to edit an existing registration timeline, including the Registrations open, close, cancellation cutoff, and class type settings.
- Overriding the "Registrations Open" setting on a specific classThis guide explains how to override the Registrations open setting on a specific class or one-off event by relaxing the setting on the calendar or at creation.
- How to set up Priority BookingFollow the steps below to create preferential registration settings for specific customer groups and class types.
- How to set up Age RestrictionsThis guide explains how to set up age restrictions on class types, how they display on the calendar, and what customers see when registering.
- Waitlist overviewThis guide explains how waitlists work, how to configure auto registrations, reserved time, and max size, how to disable waitlists, and how to override the limit per class.
- Reordering Forms
- What's the difference between Forms, Waivers and Policies?Learn the difference between Forms, Waivers, and Policies in TeamUp: what each one is used for, when customers see them, and how timing options now apply to Forms and Waivers.
- Delete a Policy
- Managing Forms on a customer profile
- Creating a pre-registration/purchase form
- How to create Forms that expire or require customers to resubmit periodically
- Creating and Managing WaiversThis guide explains how to create, edit, archive, and manage your digital Waivers, including choosing what they are required for, setting their Timing, sharing a direct link, and checking who…
- Add a PolicyThis guide explains how to add a policy customers must accept, schedule one for a future date, host the text on an external page, and update or replace a policy…
- Non-participating sign up form explained
- Form Notifications
- Creating and Managing FormsThis guide explains how to create and edit a customer Form, choose the registrations and memberships it applies to, set its Timing, add Fields, and share a direct link to…
- 🎥 Introduction to Customer Forms (w/video)
- Pre loaded forms explained
- Why can I not delete certain forms?
- Deleting Forms
- Archiving a Policy
- Staff permissions required to manage Forms
- Add/Remove Fields to/from a FormThis guide explains how to add or remove Fields on a Form and how to create new Customer Fields while editing a Form, so your Forms always collect the information…
- Signup Forms explained
- How can I edit the available genders, and add a preferred pronouns option?
- Digital Waiver SignaturesEasily collect and store e-signed waivers from your customers, all within the TeamUp platform.
- 🆕 Marking Customer Fields in Forms as OptionalThis guide outlines how you can set customer fields you add to your forms as optional, so that your customers are able to skip adding certain information, and still be…
- Missing Forms & Waivers NotificationThis guide explains the missing forms and waivers notification: how it works, how to set how often it sends, how to send it manually while registering a customer, and how…
- Requiring Forms/Waivers Before or After Registration/PurchaseLearn how to require a Form or Waiver before or after registration or purchase.
- Sharing a Form or Waiver LinkLearn how to find, copy, and share a direct link to any Form or Waiver in TeamUp.
- System Fields Explained
- Creating fieldsThis guide explains how to create custom fields to collect and store customer data, from your business dashboard settings or directly within an existing customer form.
- Pre-loaded fields explained
- Introduction to Customer Fields
- View and edit customer profile fields
- How to complete fields on the customer profile
- What permissions are required to manage fields?This guide explains which staff permissions are required to create, edit, and manage Customer Fields in your account.
- Understanding and using the customer field list
- Editing fields
- Deleting Fields
- Why can I not delete certain fields?
- Enabling marketing preferences
- Multiple choice fields
- Searching for new customersThis guide explains how to filter and export your customer list to find customers with a New status, using either the customer list filter or a CSV/Excel export.
- An Overview of ReportingThis guide covers how to navigate and use the Reports section in your account, including how to filter, display, group, and download your data, along with a complete list of…
- Reports - Customer Birthdays
- Who's Missing? Who's Not Showing Up?This guide explains how to use the All Attendances report to identify at-risk customers, track no-shows, review membership usage, and reward your most active attendees.
- How to determine revenue per class type or per instructor
- Average customer lifespanThis guide explains how to calculate the average customer lifespan using either the Customer report or the Customer Memberships report, depending on which start date you want to use.
- The Activity FeedThis guide explains how to use the Activity Feed to monitor customer activity, including registrations, membership purchases, notifications, and more, all in one place.
- Other Customer Reports
- Reports - Class Attendances/All AttendancesThis guide looks into the how you can create a report of all your customers attendances, and how you can create a report for specific event attendances
- Reports - Instructor Hours and Pay Rates
- Why does my CSV download open in Safari?
- Reports - Field Changes
- Download Pending and Upcoming Payments
- Reports - Discount Codes
- Reports - Customer Referrals
- Reports - MembershipsIn this guide, we walk through the Memberships report, how to find it, filter by status and dates, group by plan, and export results, so you can track their statuses,…
- Reports - Store Orders
- Reports - Slipping Away
- Reports - Course Session Attendances
- Reports - Waivers
- Reports - All Classes & AppointmentsHow do I run a report for a class or appointment? How do I run a report for class or appointment sessions?
- Reports - All Customers
- Reports - All Membership HoldsIs there a report where I can find all my past, present, and future membership holds?
- How many memberships were purchased during a certain time period?
- How many memberships were cancelled during a certain time period?
- Reports - All Store Order Items
- How to report on the average lifetime value of a customer?
- How can I keep track of my customers Penalties and Infractions?This is how you can keep an eye on your customers infractions, and make changes or reset the penalty counter if you choose to.
- How can I see which customers have never registered for a session?How can you find a list of customers who have signed up with your business, but have never registered for a class, appointment, or course?
- How do I email all of my customers from TeamUp?This guide outlines the options available for when you want to email all your customers
- 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
- 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 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
- Registering a customer for a class
- 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.
- 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 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…
- 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 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 members from booking sessionsThis guide looks at the option to Block customers from registering for events on your dashboard.
- 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.
- Archiving / Unarchiving venuesThis guide explains how to archive and unarchive venues so you can manage which venues appear on your active list and are available when scheduling.
- How to add venues and roomsThis guide explains how to add venues to your account, create and order rooms within them, and link rooms to your Appointment Types.
- Customer SettingsThis guide covers the global customer registration settings, including daily registration limits, waitlist controls, and failed payment thresholds.
- 🎥 Setting your email branding (w/ VIDEO)This guide explains how to set your email branding, including the from name, reply to address, and email template, so notifications look like they come from your business.
- Family SettingsThis guide explains the Family Settings under Settings and Customers, including offering classes for children and dependents and requiring a family account at signup.
- How can I add the Learn To Skate Integration to my business?
- How can I change my business address?This guide explains where to update your business address, how it’s used in TeamUp, and what to check after you make the change.
- I want to freeze my business account ​I'd like to pause my TeamUp subscription. I need to put my TeamUp subscription on hold.
- How do customers use referrals?
- How to add a referral from the Business DashboardThis guide explains how to add a referral to a customer's profile from the Business Dashboard, what happens once the referral is saved, and how to confirm it so rewards…
- Referral settings
- Referral notifications
- How to view a customer referral code from your business dashboard
- Referrals with families
- Viewing who referred a customer from your business dashboard
- Introduction to customer referrals
- How to cancel referrals
- How to confirm referrals
- Adding a pre/post course notification
- Add a late cancellation notification
- View and monitor your Pack Running Low notificationsThis guide takes a closer look at Low Pack notifications, how you can access them and how you can set them up
- Introduction to pack running low notifications
- Automated Birthday NotificationsThis guide explains how the birthday email notifications sent to your customers work, which customers receive them, and how you can customize them.
- Adding a pre/post/milestone Class/Appointment notificationThis guide explains how to set up automated email notifications that are sent to customers before, after, or at milestone moments for a class or appointment.
- Add/edit/delete a Class/Appointment registration confirmation notification
- Updating your notification preferences
- Membership purchase notifications
- How to edit/delete a Pack Running Low notification
- How to create a Pack Running Low notification
- Create a pre-post class notification for your staffThis guide looks into the how you can set up email notifications to be sent to your instructors or staff before or after a class takes place.
- 🎥 An overview of Notifications (VIDEO)
- An overview of SMS notificationsSend your members automated SMS messages from TeamUp.
- Do customers receive an email when their membership hold ends?
- How to enable SMS Notifications (Spain, France, Germany, Ireland and Netherlands)
- How to enable SMS Notifications (United Kingdom)
- How to enable SMS Notifications (Canada)
- How to email customers on a specific membership after attending their first session
- How to enable SMS Notifications (United States)
- Broadcast Messages - SMS notifications for class attendees
- How can I set up Notifications for Penalties?Set up notifications for inform your customers when a Penalty is triggered, or when there's an infraction which counts towards a Penalty.
- Sending Broadcast SMS notifications
- Enabling and Disabling Email NotificationsThis guide takes a closer look at which notifications can be enabled/disabled, and how you can do this.
- How to change payment details for your membershipHow customers can change their credit card or direct debit details
- Adding a payment method to your membershipThis guide looks into how you can add a payment method to your membership, and how you can change your payment method as well
- I have multiple memberships valid to use for the same event
- Purchasing a membership
- How to check the remaining uses on your membership or class pack
- Removing holds
- How can I offer a customer a free class credit?This guide explains the different ways you can offer a customer a free class credit in TeamUp, including adding account credit, assigning a complimentary class pack, or registering them for…
- Joining FeesThis guide outlines how you can enable joining fees for new or existing memberships.
- Membership Holds & Payment ReschedulingThis guide explains how placing a customer's membership on hold affects their billing, how payments are rescheduled while a hold is active, how prorated amounts are calculated for partial billing…
- Why are payments being taken a day early?This guide explains why a payment scheduled for one date (e.g. the 1st) can be taken by Stripe a day early (e.g. the 31st), how this differs from the normal…
- How to Connect an Existing Stripe Account to TeamUpThis guide explains how to connect your existing Stripe account to TeamUp during the Stripe integration setup, what to expect during the process, and when to contact support for assistance.
- How Account Credit Works with Recurring Membership PaymentsThis guide explains how account credit is applied to recurring membership payments, including when it's applied automatically and when customers need to apply it manually.
- Managing Your Payment ProcessorsThis guide outlines how you can manage your payment processors, how to connect them, and how to configure which purchase types each processor handles.
- Troubleshooting Checkout Errors Your Customers May ExperienceThis guide helps you troubleshoot when your customers report errors during checkout or sign-up, including what to check and what steps to take.
- What to do if a customer was charged but did not receive their purchaseThis guide explains what to do when a customer reports being charged but their purchase, membership, or registration is not showing.
- Non-Recurring vs. Recurring Payment BehaviourThis guide explains how payment behaviour differs between recurring memberships and non-recurring single purchases when a payment fails.
- Understanding Payment StatusesThis guide explains what each payment status means in your dashboard, where to find payments in each status, and what action is needed.
- How To Check a Payment Status in StripeThis guide explains how to verify a payment's status directly in your Stripe Dashboard and compare it to what you see in your dashboard.
- In-Person & Mobile Payment OptionsThis guide covers the in-person and mobile payment options available to your business, including Stripe Terminal card readers, Point of Sale (POS), and cash or offline payments.
- Stripe Payout Delays & DiscrepanciesThis guide explains how Stripe payouts work, how long they take, where to check your payout status, and what to do if a payout is delayed or doesn't match the…
- Does TeamUp work with any card readersUse Stripe's POS terminal/card reader to take payment from your customers directly with the tap of a phone or card.
- How can I take payment from my customer using my Stripe Terminal?This guide explains how to take a payment from a customer in person using your Stripe Terminal, including taking a single payment and saving a customer's card for future payments…
- 🎥 Creating Taxes and Fees (w/VIDEO)This guide explains how to create a tax or fee, apply it to your purchase types, update your prices using the fee calculator, and how discounts are calculated alongside taxes…
- Resolving Failed Direct Debit Payments with GoCardlessThis guide explains how to resolve failed Direct Debit payments through GoCardless, including available actions and common failure reasons.
- How can I block a membership from being used when it has pending offline paymentsThis guide explains how to configure an overdue offline payment threshold and block or unblock a customer's membership when an offline payment becomes overdue.
- Managing payment methods for different types of purchasesThis guide explains how to configure which payment methods are available for different types of purchases, including recurring memberships, drop-ins, store items, and gift cards.
- GoCardless vs StripeThis guide compares GoCardless and Stripe as payment processors for your account, covering how each one works, payout timings, using them together, and migrating existing payment details.
- Unskip previously skipped membership payments
- GoCardless - What, Why, How?This guide covers the benefits of integrating GoCardless as a payment provider, including what it offers, why it's a great option, and how to set it up on your dashboard.
- Confirming, cancelling, editing, and managing pending offline paymentsThis guide explains where to find your pending offline payments and the actions available, confirming, voiding, and editing invoices, plus converting to a bill, cancelling, changing the payment method, or…
- GoCardless- How Long Do Payouts Take?This guide explains GoCardless payout timings, what can cause delays, how to check your payout status, and when to contact GoCardless directly.
- Stripe - what, why, how?This guide explains how to set up Stripe as a payment processor in your account, and covers key information about security, fees, and troubleshooting.
- How to make refundsIn this guide we outline the process of issuing a refund, and why some times refunds might be unavailable
- How to skip membership paymentsThis guide explains the two ways to skip upcoming customer membership payments, from an individual customer's profile, or in bulk from your upcoming billing, and how to unskip a payment.
- Changing the bank account where you receive customer paymentsThis article outlines the steps to update the bank account that receives funds from your customers when using Stripe or GoCardless.
- Managing cash payments with TeamUpThis guide explains how to enable cash as a payment method, record a purchase paid in cash, and confirm cash payments under To-dos once you've received them.
- 🎥 Payments, Billing, and Revenue (w/ VIDEO)This guide walks you through how to set up payment methods, charge your customers, and view & understand your billing and revenue in TeamUp.
- Editing upcoming billingThis guide explains how to edit upcoming payments from Upcoming Billing, including rescheduling the date, skipping a payment, changing the amount, viewing retrying payments, and adding a missing payment method.
- Bulk cancel pending offline paymentsThis guide explains how to cancel (void) pending offline payments in bulk, where to find them, and how to use the filters to select the payments you want to void.
- Confirming offline refundsThis guide explains how to confirm an offline refund once you've paid it to a customer, so it's recorded correctly and included in your revenue reports.
- Where can I see my payouts?This guide explains where to find your payouts, how to read payout statuses and details for Stripe and GoCardless, and how to download your full payout history.
- Stripe - using existing customer card detailsHow to link existing card details to your customers in TeamUp
- Changing the currency on my TeamUp accountThis guide takes a look at your options when you want to change the currency your customers make payment to you with.
- Stripe CapitalThis guide looks into how you can view and accept Stripe Capital financing offers within your TeamUp account to help support your business growth
- Why Customers Can Complete Registrations When a Payment FailsThis guide explains why customers may complete registration even if payment fails. It covers how payment processing works, what happens when payments fail, and how to recover failed payments and…
- How To Resolve a Payment Stuck in “Retrying”This guide explains what the “Retrying” payment status means, how the retry process works for Stripe and GoCardless, and what steps you can take when a payment is stuck.
- Why Was My Customer Charged an Unexpected Amount?This guide covers the most common reasons for unexpected charge amounts and walks you through how to investigate and resolve them.
- Refund Processed as Credit vs. Original Payment MethodLearn why a refund may appear as a credit on a customer's account instead of returning to their original payment method, and how to control which option is used.
- 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.
- Instant PayoutsGet access to your earnings within minutes — any day, any time.
- Account Owners explainedThis guide explains what an Account Owner is, what they can do, and how to manage Account Owner status on your account.
- Updating staff imagesThis guide explains how to add or update a staff member's profile image at any time, including the available upload options.
- Managing your business account login details and settings
- How to resend an invitation to a staff member
- How to edit the notifications settings of an existing staff member
- Edit staff member permissionsThis guide explains the available staff permissions and how to update them for existing staff members.
- Delete a staff member
- Creating instructors and adding them to Classes, Appointments and Courses
- Thinking of leaving TeamUp?This guide explains how business owners can cancel or freeze their TeamUp account, what to do beforehand, and what happens to outstanding payments after closure.
- Can I use the same email for multiple Staff members?
- Disable notifications on TeamUp
- How to edit an existing staff member
- Adding staff memberThis guide explains how to add staff members to your account, including the different account types and permission settings available.
- Setting up a discount codeThis guide explains how to set up a discount code, choose which purchases it applies to, set the discount value and validity, and how to view, edit, or disable your…
- Can discount codes be deleted?This guide explains that discount codes cannot be deleted, and shows you how to make a code inactive instead, and how to reactivate it later if needed.
- Override discount validity of a class or courseThis guide shows you how to override a discount code's validity for an individual class or course, so a code can be allowed or blocked for a specific session.
- How to bulk-create discount codesThis guide explains how to create multiple discount codes at once, each with a unique code, and how to view, edit, deactivate, and download a group of bulk-created codes.
- Updating purchase type validity on discount codesThis guide shows you how to update which purchases a discount code applies to, including changing existing purchase types and adding new ones.
- Viewing active/inactive discount codesThis guide shows you how to view your active and inactive discount codes, and how to search or filter by group to find a specific code.
- How to add a new store product variant to a store itemThis guide shows you how you can add multiple variants for a store item, so that you can make multiple options available to your customers without having to add them…
- Cancel an open store order
- What can I do with my TeamUp Store?
- How to set a store variant to inactive
- Managing store orders
- Adding product images to your store items
- How to archive a product
- Store order confirmation from class attendance lists
- How to adjust product inventory in your TeamUp storeThis guide looks at how you can update or make adjustments to your store inventory?
- How to share a store product URL to your TeamUp store
- How to add postage costs to your TeamUp Store/Shop
- Adding products/items to your TeamUp storeThis guide outlines how you can add new products to your TeamUp store and make them available to your customers via your customer site
- Adding Gift CardsThis guide shows you how you can create and make Gift Cards available for your customers, and how you can purchase them via your Point of Sale or your Customer…
- Reordering how Store Items are DisplayedThis guide looks into the how you can change the order your products are displayed in on the customer site store and the Point of Sale
- Add an order on behalf of a customerThis guide explains how you can create a store order on behalf of a customer, and completing the purchase directly from the TeamUp dashboard.
- To-Dos: Invoices - FailedThis guide explains how to manage failed payments in the To-Dos section, including the actions available to resolve them.
- Transitioning to To-dosThis guide explains the To-dos section, what prompted its introduction, and where each actionable item now lives compared to where you may have managed it before.
- To-Dos: Invoices - Open
- Introduction to the To-dos section (w/ VIDEO)This guide covers the To-Dos section in your Business Dashboard, what it is, what appears there, and how to manage each type of actionable item.
- To-Dos: Invoices - Pending Offline
- The To-dos section on the dashboard
- To-Dos: Invoices-Bills
- Viewing memberships that are not for sale and have no active members
- Change the start date on a Pack or Prepaid Plan
- 🎥 What is One Use Plus pricing, and what can it be used for? (VIDEO)
- How to put memberships on hold in bulkThis guide explains how to use TeamUp’s bulk hold tool to quickly place many customer memberships on hold at once, pausing their class access and billing for a set period.
- Edit a membership payment plan
- 🎥 How to remove a membership payment plan and add a new one (VIDEO)
- How to add a payment to a recurring membershipAdd an additional charge to a customer's account.
- How to view active customers of a particular membership
- Apply a discount code to an active recurring membership
- 🎥 Add a Recurring Membership (w/ VIDEO)In this guide we'll outline how to create recurring memberships, and the various options available regarding payment and usage restrictions
- Edit Membership Terms and ConditionsThis guide explains how to find and edit the terms and conditions on a membership, and what to keep in mind for existing membership holders when terms change.
- Create memberships for new customers onlyThis guide explains how to create memberships that only new customers can purchase once your new customer criteria are in place, ideal for intro offers and free trials.
- Update Membership For Sale StatusThis guide explains how to change a membership's status between For Sale and Not for sale, and what the change means for new purchases and existing members.
- Managing membership categoriesThis guide explains how to add, edit, delete, and re-order membership categories, and how categories appear to customers on your Customer Site.
- 🎥 How to delete a membership (w/ VIDEO)This guide explains how to delete a membership that has never been purchased, and what to do instead when a membership cannot be deleted.
- Recurring Membership Usage LimitsThis guide explains how usage limits work on recurring memberships, how different limit setups affect customer access, and answers common questions.
- 🎥 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 membershipThis guide explains how Payment Plans work, and how you can create one.
- Removing holds
- Can I send my customers a direct link to a membership?This guide looks at how you can obtain a link to a specific membership so that you can send it to customers directly, and also use for marketing materials or…
- Managing one on one membership offerings
- 🎥 How to change the price on a recurring membership for new customers (w/ VIDEO)This guide explains how to change the price of a recurring membership for new customers only, by editing the Future Purchases price on the membership's payment plan.
- How to change the price on a recurring membership for existing customersThis guide explains how to use the bulk edit tool to update recurring membership prices for your existing customers.
- 🎥 Add a Pack (w/ VIDEO)A full step-by-step walkthrough of creating a pack membership, from naming and pricing to configuring usability, sharing, and usage limits.
- 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 Your TerminologyThis guide explains how to rename key terms across your account so they match your business's preferred language and branding.
- An Overview of Membership Tools
- How to extend expiration dates on packs and prepaid plans
- 🎥 An overview of Memberships (VIDEO)This guide explains how to sell access with recurring memberships, packs, and prepaid plans, what each type includes, how billing and usage work, and when to choose one over the…
- How to Change Your Membership Cancellation SettingsThis guide explains how to configure the cancellation policy on a recurring membership, including the available options and how each one affects your customers.
- How to create drop-ins in TeamUpThis guide looks into the difference between a drop-in pack and a drop-in fee, and how you can set up a Pay-As-You-Go
- 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
- What happens when a customers payment fails?This guide explains what happens when a customer’s payment fails in TeamUp, including how it affects their membership or bookings and what steps can be taken to resolve it.
- Membership SharingThis guide explains how to make memberships shareable so they can be used by multiple family members for class bookings and On Demand Content access.
- How to see TeamUp as a logged-in customer
- Adding your widget to your Yell.com website
- Adding your widget to a Weebly site
- Adding your widget to a Wix site
- Customize your Customer Site
- Add a link to your TeamUp customer site from your Instagram account
- Adding your widget to ClickFunnels
- Adding your TeamUp widget to your 123 Reg website
- How to set up TeamUp's free trial widget
- Adding your widget to a GoDaddy site
- Setting up your TeamUp Customer SiteThis guide walks you through how to set up, integrate, and customise your TeamUp Customer Site so customers can book, purchase, and manage their accounts seamlessly.
- The Customer Site URLThis guide looks into how users can access the customer site of the business they're registered with, in order to access their services and events
- Facebook: Update the Action Button to redirect to your TeamUp members site
- Adding your widget to a Squarespace site
- Adding your widget to a Google Sites website
- Adding the TeamUp widget to a WordPress SiteThis guide explains how to embed your TeamUp widget into a WordPress site so customers can book, view classes, and interact with your TeamUp Customer Site directly from your website.
- How can I change my logo on TeamUp?
- The TeamUp Widget
- Why am I seeing “an account associated with this email already exists”
- How to add colour to an appointment, class, or course?
- Lead Management Feature
TeamUp Marketing Suite
Set up and get the most from Marketing Suite, the marketing add-on that connects to your member data so you can run email campaigns, automations, and an AI receptionist from one place. Find setup steps, feature guides, and answers to common questions here.
- Getting Started With TeamUp Marketing SuiteA step-by-step checklist for setting up TeamUp Marketing Suite, plus best practices to get the most out of it from day one.
- Introduction to TeamUp Marketing SuiteThis guide introduces TeamUp Marketing Suite, the marketing add-on that connects to your member data so you can run email campaigns, automations, an AI receptionist, and more from one place.
- Understanding Your Executive Report in TeamUp Marketing SuiteThis guide explains the Executive Report in Marketing Suite, including when the weekly and monthly reports arrive, what performance data they include, and how to view and navigate current and…
- How to Capture Leads With Forms in TeamUp Marketing SuiteThis guide explains how to capture leads with Forms in TeamUp Marketing Suite, including building and styling a form, embedding it on your website, reducing spam, and automating follow-up after…
- Using the Conversations Inbox in TeamUp Marketing SuiteThis guide explains how to use Conversations, the unified inbox in TeamUp Marketing Suite, including connecting channels such as email, Facebook Messenger, and Instagram, setting notifications, and working with your…
- How to Set Up the AI Chat Receptionist in TeamUp Marketing SuiteThis guide explains how to set up the AI Chat Receptionist in TeamUp Marketing Suite, including configuring its role and capabilities, adding knowledge, installing the chat widget on your website,…
- How to Set Up Automations in TeamUp Marketing SuiteThis guide explains how to set up automations in TeamUp Marketing Suite, including triggers, conditions, and steps, creating workflows from templates, and managing automations once they are running.
- How to Create and Send Email Campaigns in TeamUp Marketing SuiteThis guide explains how to create and send email campaigns in TeamUp Marketing Suite, including building multi-step sequences, choosing your audience with lists, sender settings, and tracking performance.
- Managing Contacts and Lists in TeamUp Marketing SuiteThis guide explains how to manage contacts in the TeamUp Marketing Suite CRM, including creating and editing contacts, organising them into static and smart lists, and importing or exporting contact…
- TeamUp Marketing Suite FAQs and TroubleshootingThis guide answers frequently asked questions about Marketing Suite and provides quick troubleshooting steps for common issues with access, contacts, email campaigns, and the AI chat widget.
- How to get support for Marketing Suite