Getting Started
Setting up your teamup site
- Payouts
- How to add a venue
- How to setup a class
- Stripe vs GoCardless
- Adding staff members
- Account Owners explained
Settings
- Understanding registration settings
- What are registration timelines?
- Adding a new registration timeline
- Editing registration timelines
- Deleting registration timelines
- Registration settings - set how far in advance customers can register for classes
Getting Started Videos
Choosing the right payment method for your business
Using teamup with GoCardless
Using teamup with PayPal
For Business Owners
Fields
- Introduction to Customer Fields
- Pre-loaded fields explained
- System Fields Explained
- Multiple choice fields
- Understanding and using the customer field list
- View and edit customer profile fields
Forms and Documents
- Introduction to Customer Forms
- Pre loaded forms explained
- Signup Forms explained
- Non-participating sign up form explained
- Add/Remove Fields to/from a form
- Create a Form
Classes
- Bulk timeslot editing
- How to archive a class type
- Registration settings - Set when customers can no longer register for a class
- Link your class timetable to your calendar (iCal, Google & Outlook)
- Track your recurring reservations
- Managing recurring reservations
Courses
Managing Pricing, Memberships, and Plans
- Generate a membership duration report - cancelled memberships
- How to change your membership cancellation settings
- How to view active customers of a particular membership
- Add a recurring membership
- Edit Membership Terms and Conditions
- FAQ: Can I send my customers a direct link to a membership?
Customer management
- Transitioning to Forms and Fields
- Adding an image to a customer's profile
- FAQ: How to export customer marketing preferences
- How to change/remove a payment method from a customer's membership
- Make a recurring reservation from a customer profile
- Setting your New customer criteria
Customer Referrals
- Introduction to customer referrals
- Referral settings
- Creating referrals from the business dashboard
- How to confirm referrals
- How to cancel referrals
- How to view a customer referral code from your business dashboard
Triggers and Notifications
- Notification types sent to the business
- Updating your notification preferences
- Add a late cancellation notification
- Adding a pre/post course trigger and action
- Membership purchase notifications
- Automated Birthday Notifications
Staff
Managing Payments and Billing
- Update Membership For Sale Status
- Which cards and payment types can I accept with Stripe?
- Editing upcoming billing
- Process a pending offline membership payment as an online bill
- Bulk cancel pending offline payments
- Confirming pending offline payments
Managing your booking and registration settings
Discount Codes
Store/Shop
- Adding product images to your store items
- How to archive a product
- How to set a store variant to inactive
- Gift Vouchers
- Your Teamup Store
- How to add a new store product variant
FAQ's
- How do I stop customers from being able to buy a membership?
- How to edit your business name
- How to track and action no shows
- How to determine profitability per class type?
- FAQ: How does GoCardless keep your payment details safe?
- Contact Us
For Members and Athletes
Getting Started
Memberships
- Purchasing a membership
- Adding a payment method to your membership
- How to upgrade or downgrade your membership
- How to change payment details for your membership
- How to renew your membership
- FAQ: I have multiple memberships valid to use for the same event, how do I choose which one I use to make the booking?
Managing your class bookings
Courses
Account Settings
- How to update your profile (email/password/contact information and more)
- Update your marketing preferences
- Controlling which notifications you receive
- How to Reset your Password
- How can I see when I'm next going to be billed and how much?
- How can I set up and manage an account for a child or partner or any other family member