Getting Started
Setting up your teamup site
- Creating instructors and adding them to classes
- Updating staff image
- How to add a venue
- How to edit the notifications settings of an existing staff member
- How to edit an existing staff member
- Account Owners explained
Getting Started Videos
Choosing the right payment method for your business
Using teamup with GoCardless
For Business Owners
Forms and Documents
- Introduction to Customer Forms
- Pre loaded forms explained
- Signup Forms explained
- Non-participating sign up form explained
- Add/Remove Fields to 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
- 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?
- Managing membership categories
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
- Viewing who referred a customer 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
- Store order confirmation from class attendance lists
- Your Teamup Store
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
- How to change payment details for your membership
- How to renew your membership
- How to upgrade or downgrade your membership
- Purchasing a membership
- Adding a payment method to 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
For Members and Athletes
- 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
- Controlling which notifications you receive
- How to update your profile (email/password/contact information and more)
- Setting up SMS notifications
- How to Reset your Password