# TeamUp Help Centre

> What can we help you with?

## For Business Owners, Admins, Instructors 

- [Transitioning from Classes to Appointments](https://support.goteamup.com/en/articles/9327373-transitioning-from-classes-to-appointments.md): This 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](https://support.goteamup.com/en/articles/9739794-exciting-update-to-our-customer-support-experience-september-2024.md)
- [Stripe Capital \(United States\)](https://support.goteamup.com/en/articles/9874973-stripe-capital-united-states.md): 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 Checkout](https://support.goteamup.com/en/articles/15565777-apple-pay-google-pay-at-checkout.md): This 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 setup is required.
- [An overview of your Business Dashboard \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327785-an-overview-of-your-business-dashboard-w-video.md): 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 Format](https://support.goteamup.com/en/articles/9327749-how-to-change-your-date-format.md): This 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.
- [AI Business Advisor](https://support.goteamup.com/en/articles/12632002-ai-business-advisor.md): Learn how the AI Business Advisor uses intelligent analytics to transform your TeamUp data into actionable insights that reveal opportunities for growth and efficiency.
- [The Calendar](https://support.goteamup.com/en/articles/9327784-the-calendar.md): This 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 Closed](https://support.goteamup.com/en/articles/9327783-how-to-bulk-cancel-classes-mark-your-business-as-closed.md): This 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 Customers](https://support.goteamup.com/en/articles/9327758-how-to-share-a-filtered-calendar-link-with-customers.md): This 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](https://support.goteamup.com/en/articles/11386293-calendar-sync.md)
- [🎥 An overview of events: Classes, Appointments, and Courses \(VIDEO\)](https://support.goteamup.com/en/articles/9327728-an-overview-of-events-classes-appointments-and-courses-video.md): 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 Events](https://support.goteamup.com/en/articles/9333524-how-to-create-one-off-events.md): This 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 & Courses](https://support.goteamup.com/en/articles/9333547-how-to-unregister-remove-customers-from-classes-appointments-courses.md): This guide explains how to unregister or remove a customer from a class, appointment, or course session directly from your dashboard.
- [How to change the prices on your Class Types](https://support.goteamup.com/en/articles/9333715-how-to-change-the-prices-on-your-class-types.md): There are various ways you can charge customers for class registrations, and this guide looks at how you can edit the price for each method per class type.
- [Adjusting the Class Type visibility](https://support.goteamup.com/en/articles/9327423-adjusting-the-class-type-visibility.md): This guide explains how to control who can see a Class Type, whether that is everyone, membership holders only, or your business only.
- [How to cancel a class \(on a specific date and time\)](https://support.goteamup.com/en/articles/9327529-how-to-cancel-a-class-on-a-specific-date-and-time.md): This guide explains how to cancel an individual class, along with the refund and notification options available.
- [How to archive a Class Type](https://support.goteamup.com/en/articles/9327507-how-to-archive-a-class-type.md): This guide explains how to archive a Class Type to remove it from your active list, what to do first, and why archiving cannot be undone.
- [How to create a class that repeats every 2, 3, 4 weeks](https://support.goteamup.com/en/articles/9333628-how-to-create-a-class-that-repeats-every-2-3-4-weeks.md): This guide explains how to schedule a class time slot that repeats every 2, 3, or 4 weeks instead of every week.
- [An Overview of the differences between Classes and Appointments](https://support.goteamup.com/en/articles/9327550-an-overview-of-the-differences-between-classes-and-appointments.md): This guide explains the differences between Classes and Appointments, when to use each, and how Class Types and Appointment Types work.
- [🎥 How to set up a Class Type and schedule \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327591-how-to-set-up-a-class-type-and-schedule-w-video.md): This guide explains how to create a Class Type, add a repeating weekly time slot or a one-off session, and enable the category filter for customers.
- [How can I send my customers a direct link to a Course, a Class, or series of Classes?](https://support.goteamup.com/en/articles/9327510-how-can-i-send-my-customers-a-direct-link-to-a-course-a-class-or-series-of-classes.md): Send customers a direct link to a class or a series of specific classes so that they can register directly or share with others
- [Bulk cancel classes between two dates](https://support.goteamup.com/en/articles/9327573-bulk-cancel-classes-between-two-dates.md): This guide explains how to cancel classes in bulk between two dates with the Bulk Cancel tool, and what happens to registrations, refunds, and notifications.
- [Track your recurring reservations](https://support.goteamup.com/en/articles/9327606-track-your-recurring-reservations.md): This guide explains how to track past and present recurring reservations from the Reservations section, using filters by customer, status, membership, and class type.
- [Changing the class size limit on a time slot](https://support.goteamup.com/en/articles/9327522-changing-the-class-size-limit-on-a-time-slot.md): This guide explains how to change the class size limit and occupancy on a specific class time slot.
- [How do refunds work when a customer removes themselves from a class?](https://support.goteamup.com/en/articles/9327578-how-do-refunds-work-when-a-customer-removes-themselves-from-a-class.md): This guide explains what customers get back when they cancel a class booking, whether they booked with a membership or a drop-in, and how late cancellations work.
- [An overview of Recurring Reservations](https://support.goteamup.com/en/articles/9327547-an-overview-of-recurring-reservations.md): This guide explains what Recurring Reservations are, how they work, eligibility requirements, and where to manage them.
- [How to view your cancelled classes](https://support.goteamup.com/en/articles/9327699-how-to-view-your-cancelled-classes.md): This guide explains the two ways to view your cancelled classes, from the Calendar filter or from the Classes report where you can also download a list.
- [How to un-cancel a class \(on a specific date-time\)](https://support.goteamup.com/en/articles/9327693-how-to-un-cancel-a-class-on-a-specific-date-time.md): This guide explains how to find a cancelled class, un-cancel it, and re-add any attendees afterwards.
- [How to end a time slot](https://support.goteamup.com/en/articles/9333616-how-to-end-a-time-slot.md): This guide explains how to set an end date on a repeating class time slot, and what to do first if future sessions still have registrations.
- [How to change a class name](https://support.goteamup.com/en/articles/9327773-how-to-change-a-class-name.md): This guide explains how to rename a single class, rename an entire Class Type, and what your options are for a repeating time slot.
- [How to edit a Class Type's details, pricing and schedule](https://support.goteamup.com/en/articles/9327763-how-to-edit-a-class-type-s-details-pricing-and-schedule.md): This guide explains how to edit a Class Type's details, time slot settings, schedule dates, and drop-in or alternate pricing.
- [How to edit a class \(on a specific date and time\)](https://support.goteamup.com/en/articles/9333595-how-to-edit-a-class-on-a-specific-date-and-time.md): This guide explains how to edit the details of a single class without affecting the rest of its time slot.
- [🎥 How to check off attendance \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333587-how-to-check-off-attendance-w-video.md): This guide explains how to mark customers as attended or no-show from a class's detail page, and how to remove a late cancel status from a customer's attendance.
- [Cancelling Classes, Class Schedules, and Class Types](https://support.goteamup.com/en/articles/9327664-cancelling-classes-class-schedules-and-class-types.md): This guide explains the different cancellation options, from a single class to a time slot, a date range, or an entire Class Type.
- [How to add an internal note to a class](https://support.goteamup.com/en/articles/9327669-how-to-add-an-internal-note-to-a-class.md): This guide explains how to create, edit, and delete private class notes visible only to you and your team.
- [Bulk timeslot editing](https://support.goteamup.com/en/articles/9327366-bulk-timeslot-editing.md): This guide looks into the how you can use the Bulk Editing Tool, which allows you to edit the Venue, Class Size, and Instructors for classes in bulk
- [How to run one on one sessions with a pre-set timetable](https://support.goteamup.com/en/articles/9327329-how-to-run-one-on-one-sessions-with-a-pre-set-timetable.md): This guide explains how to run one-on-one sessions using Classes on a fixed, repeating schedule, and links you to the detailed setup steps.
- [Add alternate pricing for specific class times](https://support.goteamup.com/en/articles/9327383-add-alternate-pricing-for-specific-class-times.md): This guide explains how to set different pricing and valid memberships for specific class times, ideal for peak and off-peak offerings.
- [How to cancel a class time slot](https://support.goteamup.com/en/articles/9327445-how-to-cancel-a-class-time-slot.md): This guide explains how to cancel a repeating class time slot, and what to do when sessions in the slot still have registered customers.
- [How to create donation-based classes](https://support.goteamup.com/en/articles/9327409-how-to-create-donation-based-classes.md): This guide explains how to run donation-based classes using single-session packs for each donation amount, with drop-ins disabled on the class.
- [Delete an alternate pricing on a class](https://support.goteamup.com/en/articles/9327489-delete-an-alternate-pricing-on-a-class.md): This guide explains how to remove an alternate pricing from a class by moving all time slots back under the default pricing.
- [🎥 Make a recurring class reservation for a customer \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327450-make-a-recurring-class-reservation-for-a-customer-w-video.md): This guide explains how to book a customer into the same class every week with a recurring reservation, provided they have a valid membership.
- [Editing a Timeslot for a Class](https://support.goteamup.com/en/articles/12832567-editing-a-timeslot-for-a-class.md): This guide looks into how you can edit a specific class timeslot, so that you can change the Time, occupancy, instructors, venue and start/end of a class.
- [Managing course registrations and attendances](https://support.goteamup.com/en/articles/9333635-managing-course-registrations-and-attendances.md): This guide explains how to register customers onto courses, manage and check off attendees, and unregister a customer from a whole course.
- [Managing make-up sessions for a course](https://support.goteamup.com/en/articles/9327372-managing-make-up-sessions-for-a-course.md): This guide explains how to make up missed course sessions by switching into another group of the same course, when the business allows it.
- [Registering for a single session of a course](https://support.goteamup.com/en/articles/9327461-registering-for-a-single-session-of-a-course.md): This guide explains how to register for a single session of a course, when the business has allowed single-session bookings.
- [🎥 Scheduling a course \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327454-scheduling-a-course-w-video.md): This guide explains how to add group schedules to a Course Type, set size limits per schedule, and publish the course so customers can book.
- [How can I download a list of all course attendees?](https://support.goteamup.com/en/articles/9327576-how-can-i-download-a-list-of-all-course-attendees.md): This guide explains how to download a report of all course session attendances.
- [Cancelling a course](https://support.goteamup.com/en/articles/9327590-cancelling-a-course.md): This guide explains how to cancel a course group, an individual session, or an entire course.
- [🎥 How to create a Course Type \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327583-how-to-create-a-course-type-w-video.md): This guide explains how to create a Course Type, the template used to add new courses.
- [Registering for a course that starts in the future](https://support.goteamup.com/en/articles/9327723-registering-for-a-course-that-starts-in-the-future.md): This guide explains how to register for a course that hasn't started yet.
- [Registering for a course that has already started](https://support.goteamup.com/en/articles/9327571-registering-for-a-course-that-has-already-started.md): This guide explains how to register for a course that's already underway.
- [How to edit a Course](https://support.goteamup.com/en/articles/9327766-how-to-edit-a-course.md): This guide explains the difference between editing a Course and editing a Course Type.
- [How do I unregister from a course?](https://support.goteamup.com/en/articles/9327776-how-do-i-unregister-from-a-course.md): This guide explains how to remove yourself from a course session, and how to leave a course entirely.
- [How to change a Course's venue](https://support.goteamup.com/en/articles/9333553-how-to-change-a-course-s-venue.md): This guide explains how to change a course's venue, for one session or in bulk.
- [How to run appointment-based one-on-one sessions](https://support.goteamup.com/en/articles/9327328-how-to-run-appointment-based-one-on-one-sessions.md): This guide helps you choose between flexible self-booked appointments and a fixed recurring schedule for one-on-one sessions, and points you to the setup steps for each.
- [Adding forms and waivers for Appointments](https://support.goteamup.com/en/articles/9327345-adding-forms-and-waivers-for-appointments.md): This guide explains how to connect existing forms and waivers to your Appointment Types, update them, or create new ones specifically for appointment-based sessions.
- [Scheduling an appointment for a client](https://support.goteamup.com/en/articles/9333646-scheduling-an-appointment-for-a-client.md): This guide explains how to create, edit, cancel, and view appointments on behalf of a client from your dashboard, including choosing or purchasing a membership.
- [Can I book appointments retrospectively?](https://support.goteamup.com/en/articles/9327433-can-i-book-appointments-retrospectively.md): This guide explains how to log an appointment that has already taken place by creating it on a past date using the New One Off flow in your Calendar.
- [🎥 How to set up an Appointment Type \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333638-how-to-set-up-an-appointment-type-w-video.md): This guide explains how to create, edit, archive, and reorder Appointment Types, including linking memberships, venues, instructors, and availability schedules.
- [🎥 How to manage an instructor's Availability Schedule/s \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333629-how-to-manage-an-instructor-s-availability-schedule-s-w-video.md): This guide explains how to add and edit instructor availability schedules, set regular hours, create overrides, block time across all schedules, and delete a schedule.
- [How to use the Instructor Availability tool](https://support.goteamup.com/en/articles/9327671-how-to-use-the-instructor-availability-tool.md): This guide explains how to use the Instructor Availability tool to link and unlink Appointment Types to instructor schedules and manage their availability in one place.
- [How to assign Appointment Types to instructor availability schedules](https://support.goteamup.com/en/articles/9327635-how-to-assign-appointment-types-to-instructor-availability-schedules.md): This guide explains the two ways to link Appointment Types and instructor availability schedules: from the Appointment Type itself, or from the Instructor Availability page.
- [How to book more than one client into the same appointment](https://support.goteamup.com/en/articles/9333596-how-to-book-more-than-one-client-into-the-same-appointment.md): This guide explains how to book more than one client into the same appointment for two-person or small group sessions, including setting up the right packages.
- [How to book a Recurring Appointment](https://support.goteamup.com/en/articles/9470440-how-to-book-a-recurring-appointment.md): This guide explains how to set up a Recurring Appointment for a client from your dashboard, so a repeating slot is reserved automatically without manual rebooking.
- [Can an instructor manage their own availability for Appointments?](https://support.goteamup.com/en/articles/9327321-can-an-instructor-manage-their-own-availability-for-appointments.md): This guide explains that instructors can manage their own availability for Appointments via My Account, and where Admins and Owners can manage it for them.
- [Understanding Registration Settings](https://support.goteamup.com/en/articles/9327392-understanding-registration-settings.md): This 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 Appointments](https://support.goteamup.com/en/articles/9327393-registration-settings-setting-a-cancellation-cutoff-time-for-classes-and-appointments.md): This 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?](https://support.goteamup.com/en/articles/9327417-what-are-registration-timelines.md): 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 classes](https://support.goteamup.com/en/articles/9327511-registration-settings-set-how-far-in-advance-customers-can-register-for-classes.md): This 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 timeline](https://support.goteamup.com/en/articles/9327551-adding-a-new-registration-timeline.md): This 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 Cancellations](https://support.goteamup.com/en/articles/9327558-using-a-nightly-blackout-period-for-waiting-list-spot-expirations-and-class-cancellations.md): This 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 settings](https://support.goteamup.com/en/articles/9327528-calendar-settings.md): This guide explains how to configure your calendar settings to control how your schedule displays to customers, including timezone preferences, attendee visibility, waitlist information, filters, a...
- [Editing registration timelines](https://support.goteamup.com/en/articles/9327557-editing-registration-timelines.md): This 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 class](https://support.goteamup.com/en/articles/9327659-overriding-the-registrations-open-setting-on-a-specific-class.md): This 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 Booking](https://support.goteamup.com/en/articles/9756589-how-to-set-up-priority-booking.md): Follow the steps below to create preferential registration settings for specific customer groups and class types.
- [How to set up Age Restrictions](https://support.goteamup.com/en/articles/9820409-how-to-set-up-age-restrictions.md): This guide explains how to set up age restrictions on class types, how they display on the calendar, and what customers see when registering.
- [Waitlist overview](https://support.goteamup.com/en/articles/10471958-waitlist-overview.md): This 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](https://support.goteamup.com/en/articles/9327309-reordering-forms.md): This guide explains how to reorder your registration and purchase forms by dragging and dropping, and why the order forms appear in matters.
- [What's the difference between Forms, Waivers and Policies?](https://support.goteamup.com/en/articles/9327335-what-s-the-difference-between-forms-waivers-and-policies.md): 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.
- [Managing Forms on a customer profile](https://support.goteamup.com/en/articles/9327368-managing-forms-on-a-customer-profile.md): This guide explains how to view, complete, and update a customer's forms from their profile on your Business Dashboard, including filling out a form for them.
- [Creating a pre-registration/purchase form](https://support.goteamup.com/en/articles/9327449-creating-a-pre-registration-purchase-form.md): This guide explains how to create forms that target specific registrations or purchases, so customers complete them the first time they book an applicable offering.
- [How to create Forms that expire or require customers to resubmit periodically](https://support.goteamup.com/en/articles/9327415-how-to-create-forms-that-expire-or-require-customers-to-resubmit-periodically.md): This guide explains how to set a form to expire so customers resubmit it periodically, and how to ask existing customers to complete newly added fields.
- [Creating and Managing Waivers](https://support.goteamup.com/en/articles/9327459-creating-and-managing-waivers.md): This 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 has s...
- [Add a Policy](https://support.goteamup.com/en/articles/9327467-add-a-policy.md): This guide explains how to add a policy customers must accept, schedule one for a future date, host the text on an external page, update it, and archive or delete it.
- [Form Notifications](https://support.goteamup.com/en/articles/9327498-form-notifications.md): This guide explains how staff are notified when customers submit forms, how to control which forms each staff member is emailed about, and where to manage these preferences.
- [Creating and Managing Forms](https://support.goteamup.com/en/articles/9327599-creating-and-managing-forms.md): This 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 it, so you collect the rig...
- [🎥 Introduction to Customer Forms \(w/video\)](https://support.goteamup.com/en/articles/9333697-introduction-to-customer-forms-w-video.md): This guide introduces Customer Forms: what they collect, the main ways you can use them, and what a form looks like when you set it up and to customers.
- [Deleting Forms](https://support.goteamup.com/en/articles/9327686-deleting-forms.md): This guide explains how to delete a form, which forms cannot be deleted and why, and what happens to the customer data collected through a form.
- [Staff permissions required to manage Forms](https://support.goteamup.com/en/articles/9327483-staff-permissions-required-to-manage-forms.md): This guide explains which staff roles can add, edit, and remove forms, and which staff can receive form submission emails.
- [Add/Remove Fields to/from a Form](https://support.goteamup.com/en/articles/9327666-add-remove-fields-to-from-a-form.md): This 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 you need.
- [Signup Forms explained](https://support.goteamup.com/en/articles/9327549-signup-forms-explained.md): This guide explains the two Signup Forms customers complete when creating an account, the forms your account starts with, and how the non-participating form works.
- [How can I edit the available genders, and add a preferred pronouns option?](https://support.goteamup.com/en/articles/9327762-how-can-i-edit-the-available-genders-and-add-a-preferred-pronouns-option.md): This guide explains how to change the gender options on your Signup Form, or add a preferred pronouns question, by replacing the built-in gender field.
- [Digital Waiver Signatures](https://support.goteamup.com/en/articles/9790643-digital-waiver-signatures.md): This guide explains how to collect legally binding e-signatures on your waivers, where signed waivers are stored, and how to apply signatures to existing waivers.
- [🆕 Marking Customer Fields in Forms as Optional](https://support.goteamup.com/en/articles/14738423-marking-customer-fields-in-forms-as-optional.md): This 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 able to submit their form.
- [Missing Forms & Waivers Notification](https://support.goteamup.com/en/articles/15421731-missing-forms-waivers-notification.md): This 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 customers complete outstan...
- [Requiring Forms/Waivers Before or After Registration/Purchase](https://support.goteamup.com/en/articles/16240373-requiring-forms-waivers-before-or-after-registration-purchase.md): Learn how to require a Form or Waiver before or after registration or purchase.
- [Sharing a Form or Waiver Link](https://support.goteamup.com/en/articles/16240372-sharing-a-form-or-waiver-link.md): Learn how to find, copy, and share a direct link to any Form or Waiver in TeamUp.
- [System Fields Explained](https://support.goteamup.com/en/articles/9327387-system-fields-explained.md): This guide explains what System Fields are, and the two special fields built into every account.
- [Creating fields](https://support.goteamup.com/en/articles/9327448-creating-fields.md): This 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](https://support.goteamup.com/en/articles/9327400-pre-loaded-fields-explained.md): This guide explains what pre-loaded fields are and how you can customise them.
- [Introduction to Customer Fields](https://support.goteamup.com/en/articles/9327540-introduction-to-customer-fields.md): This guide introduces Customer Fields: what they do, the different field types, and how permissions work.
- [View and edit customer profile fields](https://support.goteamup.com/en/articles/9327397-view-and-edit-customer-profile-fields.md): This guide explains how to view and edit which fields appear on customer profiles.
- [How to complete fields on the customer profile](https://support.goteamup.com/en/articles/9327568-how-to-complete-fields-on-the-customer-profile.md): This guide explains the three ways field data on a customer profile gets filled in.
- [What permissions are required to manage fields?](https://support.goteamup.com/en/articles/9327506-what-permissions-are-required-to-manage-fields.md): 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](https://support.goteamup.com/en/articles/9327672-understanding-and-using-the-customer-field-list.md): This guide explains how to read and use the Customer Fields list, and what you can manage from it.
- [Editing fields](https://support.goteamup.com/en/articles/9327715-editing-fields.md): This guide explains which field settings can be edited, which can't, and how to make the changes.
- [Deleting Fields](https://support.goteamup.com/en/articles/9327560-deleting-fields.md): This guide explains how to delete a field, and what happens to existing customer data when you do.
- [Why can I not delete certain fields?](https://support.goteamup.com/en/articles/9327625-why-can-i-not-delete-certain-fields.md): This guide explains why some fields can't be deleted, and what to do instead.
- [Enabling marketing preferences](https://support.goteamup.com/en/articles/9327593-enabling-marketing-preferences.md): This guide explains how to enable and configure the Marketing Preference field so customers can set their preference.
- [Multiple choice fields](https://support.goteamup.com/en/articles/9327589-multiple-choice-fields.md): This guide explains the different ways to structure multiple choice questions, and how the data appears in exports.
- [Searching for new customers](https://support.goteamup.com/en/articles/9327332-searching-for-new-customers.md): This 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 Reporting](https://support.goteamup.com/en/articles/9327463-an-overview-of-reporting.md): This 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 every report type avail...
- [Reports - Customer Birthdays](https://support.goteamup.com/en/articles/9327324-reports-customer-birthdays.md): This guide explains how to open and download the Customer Birthdays report, which gives you an at-a-glance view of your customers' upcoming birthdays.
- [Who's Missing? Who's Not Showing Up?](https://support.goteamup.com/en/articles/9333708-who-s-missing-who-s-not-showing-up.md): 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](https://support.goteamup.com/en/articles/9327306-how-to-determine-revenue-per-class-type-or-per-instructor.md)
- [Average customer lifespan](https://support.goteamup.com/en/articles/9327456-average-customer-lifespan.md): This 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 Feed](https://support.goteamup.com/en/articles/9327462-the-activity-feed.md): This 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](https://support.goteamup.com/en/articles/9327492-other-customer-reports.md)
- [Reports - Class Attendances/All Attendances](https://support.goteamup.com/en/articles/9327465-reports-class-attendances-all-attendances.md): This 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](https://support.goteamup.com/en/articles/9327458-reports-instructor-hours-and-pay-rates.md)
- [Why does my CSV download open in Safari?](https://support.goteamup.com/en/articles/9327490-why-does-my-csv-download-open-in-safari.md): This guide explains why CSV files open onscreen in Safari and shows you how to save the file so you can open it in a spreadsheet app such as Excel or Numbers.
- [Reports - Field Changes](https://support.goteamup.com/en/articles/9327502-reports-field-changes.md)
- [Download Pending and Upcoming Payments](https://support.goteamup.com/en/articles/9327496-download-pending-and-upcoming-payments.md)
- [Reports - Discount Codes](https://support.goteamup.com/en/articles/9327641-reports-discount-codes.md)
- [Reports - Customer Referrals](https://support.goteamup.com/en/articles/9327562-reports-customer-referrals.md)
- [Reports - Memberships](https://support.goteamup.com/en/articles/9327756-reports-memberships.md): In 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, and identify your most popular...
- [Reports - Store Orders](https://support.goteamup.com/en/articles/9333618-reports-store-orders.md)
- [Reports - Slipping Away](https://support.goteamup.com/en/articles/9327703-reports-slipping-away.md)
- [Reports - Course Session Attendances](https://support.goteamup.com/en/articles/9327608-reports-course-session-attendances.md)
- [Reports - Waivers](https://support.goteamup.com/en/articles/9327690-reports-waivers.md)
- [Reports - All Classes & Appointments](https://support.goteamup.com/en/articles/9327737-reports-all-classes-appointments.md): How do I run a report for a class or appointment? How do I run a report for class or appointment sessions?
- [Reports - All Customers](https://support.goteamup.com/en/articles/9327777-reports-all-customers.md)
- [Reports - All Membership Holds](https://support.goteamup.com/en/articles/9327771-reports-all-membership-holds.md): Is 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?](https://support.goteamup.com/en/articles/9327735-how-many-memberships-were-purchased-during-a-certain-time-period.md)
- [How many memberships were cancelled during a certain time period?](https://support.goteamup.com/en/articles/9327746-how-many-memberships-were-cancelled-during-a-certain-time-period.md)
- [Reports - All Store Order Items](https://support.goteamup.com/en/articles/9333558-reports-all-store-order-items.md)
- [How to report on the average lifetime value of a customer?](https://support.goteamup.com/en/articles/9327738-how-to-report-on-the-average-lifetime-value-of-a-customer.md)
- [How can I keep track of my customers Penalties and Infractions?](https://support.goteamup.com/en/articles/9507084-how-can-i-keep-track-of-my-customers-penalties-and-infractions.md): 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?](https://support.goteamup.com/en/articles/11130917-how-can-i-see-which-customers-have-never-registered-for-a-session.md): 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?](https://support.goteamup.com/en/articles/9327336-how-do-i-email-all-of-my-customers-from-teamup.md): This guide outlines the options available for when you want to email all your customers
- [How to resend an invitation to a customer](https://support.goteamup.com/en/articles/9327340-how-to-resend-an-invitation-to-a-customer.md)
- [Add a payment method to a monthly membership for your customer](https://support.goteamup.com/en/articles/9327384-add-a-payment-method-to-a-monthly-membership-for-your-customer.md)
- [How can I change the day my customer's recurring membership is billed on?](https://support.goteamup.com/en/articles/9327374-how-can-i-change-the-day-my-customer-s-recurring-membership-is-billed-on.md)
- [Delete a customer profile](https://support.goteamup.com/en/articles/9327390-delete-a-customer-profile.md)
- [How to put a customer's membership on hold](https://support.goteamup.com/en/articles/9333717-how-to-put-a-customer-s-membership-on-hold.md)
- [Adjust an upcoming payment for a customer](https://support.goteamup.com/en/articles/9327334-adjust-an-upcoming-payment-for-a-customer.md)
- [How to remove a discount code from a customer's membership](https://support.goteamup.com/en/articles/9327534-how-to-remove-a-discount-code-from-a-customer-s-membership.md)
- [🎥 Editing, cancelling, and deleting recurring class reservations \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327451-editing-cancelling-and-deleting-recurring-class-reservations-w-video.md)
- [Make a recurring reservation from a customer profile](https://support.goteamup.com/en/articles/9327452-make-a-recurring-reservation-from-a-customer-profile.md)
- [Cancelling a Membership on Behalf of Your Customer](https://support.goteamup.com/en/articles/9327443-cancelling-a-membership-on-behalf-of-your-customer.md): This 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](https://support.goteamup.com/en/articles/9327421-adjust-the-account-credit-amount-on-a-customer-s-profile.md)
- [Setting your New Customer criteria](https://support.goteamup.com/en/articles/9327581-setting-your-new-customer-criteria.md)
- [Add a Customer](https://support.goteamup.com/en/articles/9327565-add-a-customer.md)
- [Registering a customer for a class](https://support.goteamup.com/en/articles/9327460-registering-a-customer-for-a-class.md)
- [Adding a family member to an existing profile](https://support.goteamup.com/en/articles/9327431-adding-a-family-member-to-an-existing-profile.md)
- [Setting your Slipping Away customer criteria](https://support.goteamup.com/en/articles/9327447-setting-your-slipping-away-customer-criteria.md): This 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](https://support.goteamup.com/en/articles/9327517-adjusting-the-billing-date-on-a-customer-s-monthly-membership.md)
- [Customise membership usage limits for a specific customer](https://support.goteamup.com/en/articles/9327539-customise-membership-usage-limits-for-a-specific-customer.md): Can I manually add or remove credits to a customers profile/membership/pack?
- [Adding an image to a customer's profile](https://support.goteamup.com/en/articles/9327566-adding-an-image-to-a-customer-s-profile.md)
- [How can I make a partial refund on a customer's payment?](https://support.goteamup.com/en/articles/9327530-how-can-i-make-a-partial-refund-on-a-customer-s-payment.md)
- [How to merge customer accounts](https://support.goteamup.com/en/articles/9327582-how-to-merge-customer-accounts.md): This 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](https://support.goteamup.com/en/articles/9333585-overriding-payment-method-defaults-for-individual-customers.md)
- [Record a class usage against a customer's class pack](https://support.goteamup.com/en/articles/9327706-record-a-class-usage-against-a-customer-s-class-pack.md): Deduct a credit from a customer's membership.
- [FAQ: How to export customer marketing preferences](https://support.goteamup.com/en/articles/9327601-faq-how-to-export-customer-marketing-preferences.md)
- [How to upload a customer's vaccination certificate to TeamUp](https://support.goteamup.com/en/articles/9327588-how-to-upload-a-customer-s-vaccination-certificate-to-teamup.md)
- [🎥 Add a membership on behalf of a customer \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327692-add-a-membership-on-behalf-of-a-customer-w-video.md): 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 or downgrading, cancell...
- [Is it possible to undelete a deleted customer profile?](https://support.goteamup.com/en/articles/9327691-is-it-possible-to-undelete-a-deleted-customer-profile.md)
- [Apply a discount code to new customers only](https://support.goteamup.com/en/articles/9327704-apply-a-discount-code-to-new-customers-only.md)
- [Add an account credit to a customer profile](https://support.goteamup.com/en/articles/9327570-add-an-account-credit-to-a-customer-profile.md)
- [Setting your Inactive Customer criteria](https://support.goteamup.com/en/articles/9327667-setting-your-inactive-customer-criteria.md): This 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 specific amount ...
- [How to track and action no shows](https://support.goteamup.com/en/articles/9327626-how-to-track-and-action-no-shows.md)
- [How to flag issues on a customer profile](https://support.goteamup.com/en/articles/9327695-how-to-flag-issues-on-a-customer-profile.md)
- [How to add multiple registrations to a customer's profile](https://support.goteamup.com/en/articles/9333614-how-to-add-multiple-registrations-to-a-customer-s-profile.md)
- [How to set up and manage customer check-ins](https://support.goteamup.com/en/articles/9331074-how-to-set-up-and-manage-customer-check-ins.md)
- [How to block members from booking sessions](https://support.goteamup.com/en/articles/9327673-how-to-block-members-from-booking-sessions.md): This guide looks at the option to Block customers from registering for events on your dashboard.
- [What is 'credit from past subscription'?](https://support.goteamup.com/en/articles/9327322-what-is-credit-from-past-subscription.md)
- [What is an Active customer?](https://support.goteamup.com/en/articles/11132331-what-is-an-active-customer.md): 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?](https://support.goteamup.com/en/articles/11603110-can-customers-share-an-email-address.md): 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 events](https://support.goteamup.com/en/articles/12802175-why-customers-are-unable-to-register-for-events.md): Sometimes, 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 can happen an...
- [Resetting a Customers Password](https://support.goteamup.com/en/articles/12982313-resetting-a-customers-password.md): This guide looks into the how you can assist customers who need help resetting their passwords
- [Introduction to TeamUp CRM and the Lifecycle Pipeline](https://support.goteamup.com/en/articles/14980328-introduction-to-teamup-crm-and-the-lifecycle-pipeline.md): This 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 rev...
- [Editing and Managing Your Lifecycle Pipeline](https://support.goteamup.com/en/articles/14981556-editing-and-managing-your-lifecycle-pipeline.md): This 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 Notifications](https://support.goteamup.com/en/articles/14981671-setting-up-crm-lifecycle-email-notifications.md): This guide looks into how you can configure customer-facing email notifications that fire when customers enter specific lifecycle stages.
- [CRM Interactions and Activity Log](https://support.goteamup.com/en/articles/14981721-crm-interactions-and-activity-log.md): This 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 Overrides](https://support.goteamup.com/en/articles/14981617-crm-kanban-board-automations-assignments-and-manual-overrides.md): This 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 venues](https://support.goteamup.com/en/articles/9327419-archiving-unarchiving-venues.md): This 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 rooms](https://support.goteamup.com/en/articles/9327586-how-to-add-venues-and-rooms.md): This guide explains how to add venues to your account, create and order rooms within them, and link rooms to your Appointment Types.
- [Customer Settings](https://support.goteamup.com/en/articles/9327705-customer-settings.md): This guide covers the global customer registration settings, including daily registration limits, waitlist controls, and failed payment thresholds.
- [🎥 Setting your email branding \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333608-setting-your-email-branding-w-video.md): 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 Settings](https://support.goteamup.com/en/articles/9327779-family-settings.md): This 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?](https://support.goteamup.com/en/articles/9327780-how-can-i-add-the-learn-to-skate-integration-to-my-business.md)
- [How can I change my business address?](https://support.goteamup.com/en/articles/10706597-how-can-i-change-my-business-address.md): This guide explains where to update your business address, how it’s used in TeamUp, and what to check after you make the change.
- [How to set up and use Point of Sale \(POS\)](https://support.goteamup.com/en/articles/10235559-how-to-set-up-and-use-point-of-sale-pos.md): This guide explains how to set up and use Point of Sale \(POS\) on your dashboard to sell store items and gift cards, set up memberships, and book appointments and classes in one checkout, plus how t...
- [How do customers use referrals?](https://support.goteamup.com/en/articles/9327318-how-do-customers-use-referrals.md)
- [How to add a referral from the Business Dashboard](https://support.goteamup.com/en/articles/9327410-how-to-add-a-referral-from-the-business-dashboard.md): This 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 are applied.
- [Referral settings](https://support.goteamup.com/en/articles/9327418-referral-settings.md)
- [Referral notifications](https://support.goteamup.com/en/articles/9327609-referral-notifications.md)
- [How to view a customer referral code from your business dashboard](https://support.goteamup.com/en/articles/9327538-how-to-view-a-customer-referral-code-from-your-business-dashboard.md)
- [Referrals with families](https://support.goteamup.com/en/articles/9327542-referrals-with-families.md)
- [Viewing who referred a customer from your business dashboard](https://support.goteamup.com/en/articles/9333598-viewing-who-referred-a-customer-from-your-business-dashboard.md)
- [Introduction to customer referrals](https://support.goteamup.com/en/articles/9327680-introduction-to-customer-referrals.md)
- [How to cancel referrals](https://support.goteamup.com/en/articles/9327716-how-to-cancel-referrals.md)
- [How to confirm referrals](https://support.goteamup.com/en/articles/9327717-how-to-confirm-referrals.md)
- [Adding a pre/post course session notification](https://support.goteamup.com/en/articles/9327455-adding-a-pre-post-course-session-notification.md): This guide explains how to set up an automated email sent before or after each course session, not the whole course.
- [Add a late cancellation notification](https://support.goteamup.com/en/articles/9327438-add-a-late-cancellation-notification.md): This guide explains how to set up an automated email to customers who late cancel from a class.
- [View and monitor your Pack Running Low notifications](https://support.goteamup.com/en/articles/9327405-view-and-monitor-your-pack-running-low-notifications.md): This 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](https://support.goteamup.com/en/articles/9327342-introduction-to-pack-running-low-notifications.md): This guide introduces the Pack Running Low notification: what it does, where to find it, and links to setup and management guides.
- [Automated Birthday Notifications](https://support.goteamup.com/en/articles/9327434-automated-birthday-notifications.md): This 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 notification](https://support.goteamup.com/en/articles/9327457-adding-a-pre-post-milestone-class-appointment-notification.md): This 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](https://support.goteamup.com/en/articles/9327577-add-edit-delete-a-class-appointment-registration-confirmation-notification.md): This guide explains how to add, edit, and delete a class or appointment registration confirmation notification.
- [Updating your notification preferences](https://support.goteamup.com/en/articles/9327493-updating-your-notification-preferences.md): This guide explains how to update which account notifications you personally receive.
- [Membership purchase notifications](https://support.goteamup.com/en/articles/9327592-membership-purchase-notifications.md): This guide explains how to set up and customise membership purchase, renewal, and upgrade/downgrade email notifications.
- [How to edit/delete a Pack Running Low notification](https://support.goteamup.com/en/articles/9327718-how-to-edit-delete-a-pack-running-low-notification.md): This guide explains how to edit or delete an existing Pack Running Low notification.
- [How to create a Pack Running Low notification](https://support.goteamup.com/en/articles/9327597-how-to-create-a-pack-running-low-notification.md): This guide explains how to create a Pack Running Low notification, including a Call to Action button and email content.
- [Create a pre-post class notification for your staff](https://support.goteamup.com/en/articles/9333531-create-a-pre-post-class-notification-for-your-staff.md): This 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 \(VIDEO\)](https://support.goteamup.com/en/articles/9333581-an-overview-of-notifications-video.md): This video walks through the notifications system, covering pre/post-class emails, milestones, and purchase confirmations.
- [An overview of SMS notifications](https://support.goteamup.com/en/articles/9333509-an-overview-of-sms-notifications.md): Send your members automated SMS messages from TeamUp.
- [Do customers receive an email when their membership hold ends?](https://support.goteamup.com/en/articles/9327748-do-customers-receive-an-email-when-their-membership-hold-ends.md): This guide explains whether customers are notified when a membership hold starts or ends, and how to find customers on hold.
- [How to enable SMS Notifications \(Spain, France, Germany, Ireland and Netherlands\)](https://support.goteamup.com/en/articles/9327674-how-to-enable-sms-notifications-spain-france-germany-ireland-and-netherlands.md): This guide explains how to enable SMS notifications for accounts based in Spain, France, Germany, Ireland, and the Netherlands.
- [How to enable SMS Notifications \(United Kingdom\)](https://support.goteamup.com/en/articles/9327675-how-to-enable-sms-notifications-united-kingdom.md): This guide explains how to enable SMS notifications for accounts based in the United Kingdom.
- [How to enable SMS Notifications \(Canada\)](https://support.goteamup.com/en/articles/9327676-how-to-enable-sms-notifications-canada.md): This guide explains how to enable SMS notifications for accounts based in Canada.
- [How to email customers on a specific membership after attending their first session](https://support.goteamup.com/en/articles/9327770-how-to-email-customers-on-a-specific-membership-after-attending-their-first-session.md): This guide explains how to email customers on a specific membership after they attend their first session.
- [How to enable SMS Notifications \(United States\)](https://support.goteamup.com/en/articles/9327786-how-to-enable-sms-notifications-united-states.md): This guide explains how to enable SMS notifications for accounts based in the United States.
- [Broadcast Messages - SMS notifications for class attendees](https://support.goteamup.com/en/articles/9327782-broadcast-messages-sms-notifications-for-class-attendees.md): This guide explains what's required to send Broadcast SMS messages, and how to find them in the SMS Messages report.
- [How can I set up Notifications for Penalties?](https://support.goteamup.com/en/articles/9507019-how-can-i-set-up-notifications-for-penalties.md): 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](https://support.goteamup.com/en/articles/10033401-sending-broadcast-sms-notifications.md): This guide explains how to select customers, create your message, and send a Broadcast SMS notification.
- [Enabling and Disabling Email Notifications](https://support.goteamup.com/en/articles/11697008-enabling-and-disabling-email-notifications.md): This guide takes a closer look at which notifications can be enabled/disabled, and how you can do this.
- [How to find and edit the membership expiring soon \(renewal\) notification](https://support.goteamup.com/en/articles/16976178-how-to-find-and-edit-the-membership-expiring-soon-renewal-notification.md): This guide explains how to find and customise the automated email sent to customers when their membership is about to expire.
- [How to change payment details for your membership](https://support.goteamup.com/en/articles/9327524-how-to-change-payment-details-for-your-membership.md): This guide explains how to change or update the payment method on your recurring membership, including switching payment types, using a saved card, and removing an old saved card.
- [Adding a payment method to your membership](https://support.goteamup.com/en/articles/9327546-adding-a-payment-method-to-your-membership.md): This 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](https://support.goteamup.com/en/articles/9327531-i-have-multiple-memberships-valid-to-use-for-the-same-event.md)
- [Purchasing a membership](https://support.goteamup.com/en/articles/9327768-purchasing-a-membership.md)
- [How to check the remaining uses on your membership or class pack](https://support.goteamup.com/en/articles/9327760-how-to-check-the-remaining-uses-on-your-membership-or-class-pack.md)
- [Removing holds](https://support.goteamup.com/en/articles/9735379-removing-holds.md)
- [How can I offer a customer a free class credit?](https://support.goteamup.com/en/articles/11131184-how-can-i-offer-a-customer-a-free-class-credit.md): 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 a class...
- [Joining Fees](https://support.goteamup.com/en/articles/11776679-joining-fees.md): This guide outlines how you can enable joining fees for new or existing memberships.
- [Membership Holds & Payment Rescheduling](https://support.goteamup.com/en/articles/14038967-membership-holds-payment-rescheduling.md): This 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 p...
- [Why are payments being taken a day early?](https://support.goteamup.com/en/articles/15520525-why-are-payments-being-taken-a-day-early.md): 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 short-month adjustment, and how updating...
- [How to Connect an Existing Stripe Account to TeamUp](https://support.goteamup.com/en/articles/14126136-how-to-connect-an-existing-stripe-account-to-teamup.md): This 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 Payments](https://support.goteamup.com/en/articles/14475671-how-account-credit-works-with-recurring-membership-payments.md): This 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 Processors](https://support.goteamup.com/en/articles/14475654-managing-your-payment-processors.md): This 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 Experience](https://support.goteamup.com/en/articles/14183751-troubleshooting-checkout-errors-your-customers-may-experience.md): This 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 purchase](https://support.goteamup.com/en/articles/14173259-what-to-do-if-a-customer-was-charged-but-did-not-receive-their-purchase.md): This 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 Behaviour](https://support.goteamup.com/en/articles/14173256-non-recurring-vs-recurring-payment-behaviour.md): This guide explains how payment behaviour differs between recurring memberships and non-recurring single purchases when a payment fails.
- [Understanding Payment Statuses](https://support.goteamup.com/en/articles/14173247-understanding-payment-statuses.md): This 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 Stripe](https://support.goteamup.com/en/articles/14173182-how-to-check-a-payment-status-in-stripe.md): This 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 Options](https://support.goteamup.com/en/articles/14140071-in-person-mobile-payment-options.md): This 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 & Discrepancies](https://support.goteamup.com/en/articles/14136532-stripe-payout-delays-discrepancies.md): This 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 amount you expected.
- [Does TeamUp work with any card readers](https://support.goteamup.com/en/articles/9330114-does-teamup-work-with-any-card-readers.md): Use 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?](https://support.goteamup.com/en/articles/9330367-how-can-i-take-payment-from-my-customer-using-my-stripe-terminal.md): 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 on a recurring mem...
- [🎥 Creating Taxes and Fees \(w/VIDEO\)](https://support.goteamup.com/en/articles/9333731-creating-taxes-and-fees-w-video.md): 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 and fees.
- [Resolving Failed Direct Debit Payments with GoCardless](https://support.goteamup.com/en/articles/9327311-resolving-failed-direct-debit-payments-with-gocardless.md): This 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 payments](https://support.goteamup.com/en/articles/9327436-how-can-i-block-a-membership-from-being-used-when-it-has-pending-offline-payments.md): This 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 purchases](https://support.goteamup.com/en/articles/9327358-managing-payment-methods-for-different-types-of-purchases.md): This 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 Stripe](https://support.goteamup.com/en/articles/9327323-gocardless-vs-stripe.md): This 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](https://support.goteamup.com/en/articles/9327518-unskip-previously-skipped-membership-payments.md)
- [GoCardless - What, Why, How?](https://support.goteamup.com/en/articles/9327367-gocardless-what-why-how.md): 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 payments](https://support.goteamup.com/en/articles/9327466-confirming-cancelling-editing-and-managing-pending-offline-payments.md): This 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 met...
- [GoCardless- How Long Do Payouts Take?](https://support.goteamup.com/en/articles/9327370-gocardless-how-long-do-payouts-take.md): 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?](https://support.goteamup.com/en/articles/9327512-stripe-what-why-how.md): 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 refunds](https://support.goteamup.com/en/articles/9327516-how-to-make-refunds.md): In this guide we outline the process of issuing a refund, and why some times refunds might be unavailable
- [How to skip membership payments](https://support.goteamup.com/en/articles/9327499-how-to-skip-membership-payments.md): This 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 payments](https://support.goteamup.com/en/articles/9327495-changing-the-bank-account-where-you-receive-customer-payments.md): This article outlines the steps to update the bank account that receives funds from your customers when using Stripe or GoCardless.
- [Managing cash payments with TeamUp](https://support.goteamup.com/en/articles/9327543-managing-cash-payments-with-teamup.md): This 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 \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327733-payments-billing-and-revenue-w-video.md): 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 billing](https://support.goteamup.com/en/articles/9327744-editing-upcoming-billing.md): This 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 pa...
- [Bulk cancel pending offline payments](https://support.goteamup.com/en/articles/9327694-bulk-cancel-pending-offline-payments.md): This 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 refunds](https://support.goteamup.com/en/articles/9327696-confirming-offline-refunds.md): This 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?](https://support.goteamup.com/en/articles/9327700-where-can-i-see-my-payouts.md): 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 details](https://support.goteamup.com/en/articles/9712202-stripe-using-existing-customer-card-details.md): How to link existing card details to your customers in TeamUp
- [Changing the currency on my TeamUp account](https://support.goteamup.com/en/articles/12570100-changing-the-currency-on-my-teamup-account.md): This guide takes a look at your options when you want to change the currency your customers make payment to you with.
- [Stripe Capital](https://support.goteamup.com/en/articles/12821578-stripe-capital.md): This 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 Fails](https://support.goteamup.com/en/articles/14092466-why-customers-can-complete-registrations-when-a-payment-fails.md): This 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 re...
- [How To Resolve a Payment Stuck in “Retrying”](https://support.goteamup.com/en/articles/14094538-how-to-resolve-a-payment-stuck-in-retrying.md): 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?](https://support.goteamup.com/en/articles/14113405-why-was-my-customer-charged-an-unexpected-amount.md): 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 Method](https://support.goteamup.com/en/articles/14121488-refund-processed-as-credit-vs-original-payment-method.md): Learn 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?](https://support.goteamup.com/en/articles/9330221-how-to-set-up-my-stripe-terminal.md): Follow the steps below in order to complete your Stripe Terminal setup, and start using your card reader.
- [Stripe Instant Payouts](https://support.goteamup.com/en/articles/16192161-stripe-instant-payouts.md): Get access to your earnings within minutes — any day, any time.
- [Account Owners explained](https://support.goteamup.com/en/articles/9327333-account-owners-explained.md): This guide explains what an Account Owner is, what they can do, and how to manage Account Owner status on your account.
- [Updating staff images](https://support.goteamup.com/en/articles/9327364-updating-staff-images.md): This 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](https://support.goteamup.com/en/articles/9327442-managing-your-business-account-login-details-and-settings.md)
- [How to resend an invitation to a staff member](https://support.goteamup.com/en/articles/9327379-how-to-resend-an-invitation-to-a-staff-member.md)
- [How to edit the notifications settings of an existing staff member](https://support.goteamup.com/en/articles/9327620-how-to-edit-the-notifications-settings-of-an-existing-staff-member.md)
- [Edit staff member permissions](https://support.goteamup.com/en/articles/9327561-edit-staff-member-permissions.md): This guide explains the available staff permissions and how to update them for existing staff members.
- [Delete a staff member](https://support.goteamup.com/en/articles/9327509-delete-a-staff-member.md)
- [Creating instructors and adding them to Classes, Appointments and Courses](https://support.goteamup.com/en/articles/9327607-creating-instructors-and-adding-them-to-classes-appointments-and-courses.md)
- [Thinking of leaving TeamUp?](https://support.goteamup.com/en/articles/9327617-thinking-of-leaving-teamup.md): 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?](https://support.goteamup.com/en/articles/9327615-can-i-use-the-same-email-for-multiple-staff-members.md)
- [Disable notifications on TeamUp](https://support.goteamup.com/en/articles/9327732-disable-notifications-on-teamup.md)
- [How to edit an existing staff member](https://support.goteamup.com/en/articles/9327312-how-to-edit-an-existing-staff-member.md)
- [Adding staff member](https://support.goteamup.com/en/articles/9327385-adding-staff-member.md): This guide explains how to add staff members to your account, including the different account types and permission settings available.
- [Setting up a discount code](https://support.goteamup.com/en/articles/9327464-setting-up-a-discount-code.md): This 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 codes.
- [Can discount codes be deleted?](https://support.goteamup.com/en/articles/9327349-can-discount-codes-be-deleted.md): 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 course](https://support.goteamup.com/en/articles/9327377-override-discount-validity-of-a-class-or-course.md): This 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 codes](https://support.goteamup.com/en/articles/9327595-how-to-bulk-create-discount-codes.md): This 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 codes](https://support.goteamup.com/en/articles/9327651-updating-purchase-type-validity-on-discount-codes.md): This 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 codes](https://support.goteamup.com/en/articles/9327685-viewing-active-inactive-discount-codes.md): This 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 item](https://support.goteamup.com/en/articles/9327420-how-to-add-a-new-store-product-variant-to-a-store-item.md): This 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 as different items to your store
- [Cancel an open store order](https://support.goteamup.com/en/articles/9327407-cancel-an-open-store-order.md)
- [What can I do with my TeamUp Store?](https://support.goteamup.com/en/articles/9327386-what-can-i-do-with-my-teamup-store.md)
- [How to set a store variant to inactive](https://support.goteamup.com/en/articles/9327527-how-to-set-a-store-variant-to-inactive.md)
- [Managing store orders](https://support.goteamup.com/en/articles/9327660-managing-store-orders.md)
- [Adding product images to your store items](https://support.goteamup.com/en/articles/9333554-adding-product-images-to-your-store-items.md)
- [How to archive a product](https://support.goteamup.com/en/articles/9327697-how-to-archive-a-product.md)
- [Store order confirmation from class attendance lists](https://support.goteamup.com/en/articles/9327714-store-order-confirmation-from-class-attendance-lists.md)
- [How to adjust product inventory in your TeamUp store](https://support.goteamup.com/en/articles/9333570-how-to-adjust-product-inventory-in-your-teamup-store.md): This 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](https://support.goteamup.com/en/articles/9327775-how-to-share-a-store-product-url-to-your-teamup-store.md)
- [How to add postage costs to your TeamUp Store/Shop](https://support.goteamup.com/en/articles/9327652-how-to-add-postage-costs-to-your-teamup-store-shop.md)
- [Adding products/items to your TeamUp store](https://support.goteamup.com/en/articles/9327767-adding-products-items-to-your-teamup-store.md): This 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 Cards](https://support.goteamup.com/en/articles/12496256-adding-gift-cards.md): This 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 Site Store.
- [Reordering how Store Items are Displayed](https://support.goteamup.com/en/articles/12841825-reordering-how-store-items-are-displayed.md): This 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 customer](https://support.goteamup.com/en/articles/11124985-add-an-order-on-behalf-of-a-customer.md): This 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 - Failed](https://support.goteamup.com/en/articles/9327351-to-dos-invoices-failed.md): This guide explains how to manage failed payments in the To-Dos section, including the actions available to resolve them.
- [Transitioning to To-dos](https://support.goteamup.com/en/articles/9327474-transitioning-to-to-dos.md): This 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](https://support.goteamup.com/en/articles/9327391-to-dos-invoices-open.md)
- [Introduction to the To-dos section \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333597-introduction-to-the-to-dos-section-w-video.md): 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](https://support.goteamup.com/en/articles/9327644-to-dos-invoices-pending-offline.md)
- [The To-dos section on the dashboard](https://support.goteamup.com/en/articles/9327683-the-to-dos-section-on-the-dashboard.md)
- [To-Dos: Invoices-Bills](https://support.goteamup.com/en/articles/9327722-to-dos-invoices-bills.md)
- [Data Processing Agreement](https://support.goteamup.com/en/articles/9327505-data-processing-agreement.md)
- [Integrating TeamUp with Facebook Custom Audiences](https://support.goteamup.com/en/articles/9327429-integrating-teamup-with-facebook-custom-audiences.md): This guide explains how to send customer data from your account to Facebook Custom Audiences via Zapier, and other ways to connect with Facebook.
- [Integrating TeamUp with Perform](https://support.goteamup.com/en/articles/9327365-integrating-teamup-with-perform.md): This guide explains how to connect your account with Perform, the app that lets your members book classes, track performance, and stay connected with your community.
- [What is my business/provider ID?](https://support.goteamup.com/en/articles/11393538-what-is-my-business-provider-id.md): This guide explains what a Business/Provider ID is in TeamUp and shows you where to find it in your dashboard.
- [Creating a Machine to Machine \(M2M\) Token](https://support.goteamup.com/en/articles/14819895-creating-a-machine-to-machine-m2m-token.md): This guide explains what a Machine to Machine \(M2M\) token is and how to create one directly from your Business Dashboard for server-to-server API integrations.
- [ClassPass integration instructions](https://support.goteamup.com/en/articles/9327437-classpass-integration-instructions.md): This guide explains how to enable the ClassPass integration in your account, sign up with ClassPass, and find the Partner and Location IDs you need.
- [What is Kiosk and how is it used?](https://support.goteamup.com/en/articles/9327587-what-is-kiosk-and-how-is-it-used.md): This guide explains what the Kiosk feature is and how to set it up so your customers can check in to classes, plus how to link a barcode or QR scanner.
- [How to manage instructor Pay Rates](https://support.goteamup.com/en/articles/9333549-how-to-manage-instructor-pay-rates.md): This guide explains how to create and manage instructor Pay Rates, including per-customer, hourly, and tiered rates, and where to view instructor earnings.
- [The Community Happiness feature](https://support.goteamup.com/en/articles/9327787-the-community-happiness-feature.md): This guide explains how to enable, configure, and use the Community Happiness reputation management tool to request reviews, connect Google and Facebook, and track results.
- [Viewing memberships that are not for sale and have no active members](https://support.goteamup.com/en/articles/9327308-viewing-memberships-that-are-not-for-sale-and-have-no-active-members.md)
- [Change the start date on a Pack or Prepaid Plan](https://support.goteamup.com/en/articles/9327313-change-the-start-date-on-a-pack-or-prepaid-plan.md)
- [🎥 What is One Use Plus pricing, and what can it be used for? \(VIDEO\)](https://support.goteamup.com/en/articles/9327327-what-is-one-use-plus-pricing-and-what-can-it-be-used-for-video.md)
- [How to put memberships on hold in bulk](https://support.goteamup.com/en/articles/9327402-how-to-put-memberships-on-hold-in-bulk.md): This 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](https://support.goteamup.com/en/articles/9327319-edit-a-membership-payment-plan.md)
- [🎥 How to remove a membership payment plan and add a new one \(VIDEO\)](https://support.goteamup.com/en/articles/9333729-how-to-remove-a-membership-payment-plan-and-add-a-new-one-video.md)
- [How to add a payment to a recurring membership](https://support.goteamup.com/en/articles/9327430-how-to-add-a-payment-to-a-recurring-membership.md): Add an additional charge to a customer's account.
- [How to view active customers of a particular membership](https://support.goteamup.com/en/articles/9327422-how-to-view-active-customers-of-a-particular-membership.md)
- [Apply a discount code to an active recurring membership](https://support.goteamup.com/en/articles/9333642-apply-a-discount-code-to-an-active-recurring-membership.md)
- [🎥 Add a Recurring Membership \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333693-add-a-recurring-membership-w-video.md): 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 Conditions](https://support.goteamup.com/en/articles/9327381-edit-membership-terms-and-conditions.md): This 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 only](https://support.goteamup.com/en/articles/9327369-create-memberships-for-new-customers-only.md): This 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 Status](https://support.goteamup.com/en/articles/9327388-update-membership-for-sale-status.md): This 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 categories](https://support.goteamup.com/en/articles/9327553-managing-membership-categories.md): This 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 \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327394-how-to-delete-a-membership-w-video.md): 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 Limits](https://support.goteamup.com/en/articles/9327435-recurring-membership-usage-limits.md): This guide explains how usage limits work on recurring memberships, how different limit setups affect customer access, and answers common questions.
- [🎥 Add a Prepaid Plan \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333644-add-a-prepaid-plan-w-video.md): This guide explains how to create prepaid plans that bill customers once upon purchase and remain valid for a set time, ideal for challenges, trials, and seasonal offers.
- [Process a pending offline membership payment as an online bill](https://support.goteamup.com/en/articles/9327439-process-a-pending-offline-membership-payment-as-an-online-bill.md): This guide explains how to convert a customer's pending offline recurring membership payment into an online bill they can pay through your online payment processor.
- [How to Edit or End Holds in Bulk](https://support.goteamup.com/en/articles/9327545-how-to-edit-or-end-holds-in-bulk.md): This guide explains how to use the Bulk Edit/End Holds tool to update or end existing membership holds in bulk, with filters, previews, and confirmation.
- [Add a payment plan for a recurring membership](https://support.goteamup.com/en/articles/9327596-add-a-payment-plan-for-a-recurring-membership.md): This guide explains how Payment Plans work, and how you can create one.
- [Removing holds](https://support.goteamup.com/en/articles/9327440-removing-holds.md): This guide explains how to remove a customer's membership hold, either individually from the customer profile or in bulk, and what to check before deleting a hold.
- [Can I send my customers a direct link to a membership?](https://support.goteamup.com/en/articles/9327411-can-i-send-my-customers-a-direct-link-to-a-membership.md): 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 special offers
- [Managing one on one membership offerings](https://support.goteamup.com/en/articles/9327432-managing-one-on-one-membership-offerings.md): This guide explains the membership options for selling one-on-one sessions, from adding a 1-2-1 allowance to existing plans to recurring memberships and packs.
- [🎥 How to change the price on a recurring membership for new customers \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327523-how-to-change-the-price-on-a-recurring-membership-for-new-customers-w-video.md): 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 customers](https://support.goteamup.com/en/articles/9327727-how-to-change-the-price-on-a-recurring-membership-for-existing-customers.md): This guide explains how to use the bulk edit tool to update recurring membership prices for your existing customers.
- [🎥 Add a Pack \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333600-add-a-pack-w-video.md): 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](https://support.goteamup.com/en/articles/9327707-how-to-change-the-payment-billing-date-for-all-your-customers.md): This guide explains how to change the billing date for all your customers on a membership, including how to adjust payments so nobody underpays or overpays.
- [Pack Usage Limits](https://support.goteamup.com/en/articles/9327567-pack-usage-limits.md): This guide explains how pack limits control the number of sessions a customer gets on a pack, with examples from simple limits to per-class-type and weekly limits.
- [How can I change the order my memberships are displayed?](https://support.goteamup.com/en/articles/9327520-how-can-i-change-the-order-my-memberships-are-displayed.md): This guide explains how to change the order your memberships are displayed in, which also controls how they appear on your customer-facing Memberships section.
- [How to Update Your Terminology](https://support.goteamup.com/en/articles/9327681-how-to-update-your-terminology.md): This 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](https://support.goteamup.com/en/articles/9327630-an-overview-of-membership-tools.md): This guide gives an overview of the Membership Tools section, where you can extend expiration dates and create, edit, or end membership holds in bulk.
- [How to extend expiration dates on packs and prepaid plans](https://support.goteamup.com/en/articles/9327665-how-to-extend-expiration-dates-on-packs-and-prepaid-plans.md): This guide explains how to extend the expiration dates on customers' packs and prepaid plans, either individually or in bulk with the Extend Expirations Tool.
- [🎥 An overview of Memberships \(VIDEO\)](https://support.goteamup.com/en/articles/9333575-an-overview-of-memberships-video.md): 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 others.
- [How to Change Your Membership Cancellation Settings](https://support.goteamup.com/en/articles/9327755-how-to-change-your-membership-cancellation-settings.md): This 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 TeamUp](https://support.goteamup.com/en/articles/9333542-how-to-create-drop-ins-in-teamup.md): This guide explains the difference between a drop-in pack and a drop-in fee, how to set up Pay As You Go options, and best practice for offering drop-in classes.
- [Membership usage - when is it deducted, when is it refunded automatically, and can it be refunded manually?](https://support.goteamup.com/en/articles/9327632-membership-usage-when-is-it-deducted-when-is-it-refunded-automatically-and-can-it-be-refunded-manually.md): This guide explains when membership usage is deducted, when it is returned automatically after a cancellation, and how to refund usage or money manually.
- [I have added one-plus pricing but can't see this when making a purchase for a customer](https://support.goteamup.com/en/articles/9327752-i-have-added-one-plus-pricing-but-can-t-see-this-when-making-a-purchase-for-a-customer.md): This guide explains why a one-plus price may not appear at checkout and how to fix it by updating what the membership is applicable to.
- [What does "Registrations Blocked" mean?](https://support.goteamup.com/en/articles/9327648-what-does-registrations-blocked-mean.md): This guide explains what the "Registrations Blocked" status on a customer's membership means and how to remove the block by resolving all failed payments.
- [How to exclude/remove a specific class from your free trial offering](https://support.goteamup.com/en/articles/9327743-how-to-exclude-remove-a-specific-class-from-your-free-trial-offering.md): This guide explains how to specify which classes a free trial membership can access, and how to exclude or remove a class from the trial later.
- [What happens when a customers payment fails?](https://support.goteamup.com/en/articles/11403462-what-happens-when-a-customers-payment-fails.md): 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 Sharing](https://support.goteamup.com/en/articles/11180354-membership-sharing.md): This 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](https://support.goteamup.com/en/articles/9327371-how-to-see-teamup-as-a-logged-in-customer.md)
- [Adding your widget to your Yell.com website](https://support.goteamup.com/en/articles/9327352-adding-your-widget-to-your-yell-com-website.md)
- [Adding your widget to a Weebly site](https://support.goteamup.com/en/articles/9327330-adding-your-widget-to-a-weebly-site.md)
- [Adding your widget to a Wix site](https://support.goteamup.com/en/articles/9327338-adding-your-widget-to-a-wix-site.md)
- [Customize your Customer Site](https://support.goteamup.com/en/articles/9327444-customize-your-customer-site.md)
- [Add a link to your TeamUp customer site from your Instagram account](https://support.goteamup.com/en/articles/9327485-add-a-link-to-your-teamup-customer-site-from-your-instagram-account.md)
- [Adding your widget to ClickFunnels](https://support.goteamup.com/en/articles/9327425-adding-your-widget-to-clickfunnels.md)
- [Adding your TeamUp widget to your 123 Reg website](https://support.goteamup.com/en/articles/9327382-adding-your-teamup-widget-to-your-123-reg-website.md)
- [How to set up TeamUp's free trial widget](https://support.goteamup.com/en/articles/9327721-how-to-set-up-teamup-s-free-trial-widget.md)
- [Adding your widget to a GoDaddy site](https://support.goteamup.com/en/articles/9327537-adding-your-widget-to-a-godaddy-site.md)
- [Setting up your TeamUp Customer Site](https://support.goteamup.com/en/articles/9327526-setting-up-your-teamup-customer-site.md): This 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 URL](https://support.goteamup.com/en/articles/9327575-the-customer-site-url.md): This 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](https://support.goteamup.com/en/articles/9327598-facebook-update-the-action-button-to-redirect-to-your-teamup-members-site.md)
- [Adding your widget to a Squarespace site](https://support.goteamup.com/en/articles/9327497-adding-your-widget-to-a-squarespace-site.md)
- [Adding your widget to a Google Sites website](https://support.goteamup.com/en/articles/9327569-adding-your-widget-to-a-google-sites-website.md)
- [Adding the TeamUp widget to a WordPress Site](https://support.goteamup.com/en/articles/9327708-adding-the-teamup-widget-to-a-wordpress-site.md): This 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?](https://support.goteamup.com/en/articles/9327764-how-can-i-change-my-logo-on-teamup.md)
- [The TeamUp Widget](https://support.goteamup.com/en/articles/9327677-the-teamup-widget.md)
- [Why am I seeing “an account associated with this email already exists”](https://support.goteamup.com/en/articles/9327772-why-am-i-seeing-an-account-associated-with-this-email-already-exists.md)
- [How to add colour to an appointment, class, or course?](https://support.goteamup.com/en/articles/9327750-how-to-add-colour-to-an-appointment-class-or-course.md)
- [Lead Management Feature](https://support.goteamup.com/en/articles/10906203-lead-management-feature.md)
- [How can I set up a Penalty System?](https://support.goteamup.com/en/articles/9389562-how-can-i-set-up-a-penalty-system.md): This guide looks into how you can create a penalty system, and set it to charge customers a penalty fee once they reach a certain number of infractions
- [Getting Started With TeamUp Marketing Suite](https://support.goteamup.com/en/articles/16221273-getting-started-with-teamup-marketing-suite.md): A 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 Suite](https://support.goteamup.com/en/articles/15484494-introduction-to-teamup-marketing-suite.md): This 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 Suite](https://support.goteamup.com/en/articles/15484535-understanding-your-executive-report-in-teamup-marketing-suite.md): This 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 past ...
- [How to Capture Leads With Forms in TeamUp Marketing Suite](https://support.goteamup.com/en/articles/15484529-how-to-capture-leads-with-forms-in-teamup-marketing-suite.md): This 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 eac...
- [Using the Conversations Inbox in TeamUp Marketing Suite](https://support.goteamup.com/en/articles/15484522-using-the-conversations-inbox-in-teamup-marketing-suite.md): This 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...
- [How to Set Up the AI Chat Receptionist in TeamUp Marketing Suite](https://support.goteamup.com/en/articles/15484518-how-to-set-up-the-ai-chat-receptionist-in-teamup-marketing-suite.md): This 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 Suite](https://support.goteamup.com/en/articles/15484515-how-to-set-up-automations-in-teamup-marketing-suite.md): This 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 Suite](https://support.goteamup.com/en/articles/15484513-how-to-create-and-send-email-campaigns-in-teamup-marketing-suite.md): This guide explains how to create and send email campaigns in Marketing Suite, including building multi-step sequences, adding contacts and lists to a campaign, sender settings, and tracking perfor...
- [Managing Contacts and Lists in TeamUp Marketing Suite](https://support.goteamup.com/en/articles/15484510-managing-contacts-and-lists-in-teamup-marketing-suite.md): This 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 contac...
- [TeamUp Marketing Suite FAQs and Troubleshooting](https://support.goteamup.com/en/articles/15484539-teamup-marketing-suite-faqs-and-troubleshooting.md): This 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](https://support.goteamup.com/en/articles/16147905-how-to-get-support-for-marketing-suite.md)

## For Members, Athletes and Customers

- [Add the TeamUp notification email address to your whitelist](https://support.goteamup.com/en/articles/9327320-add-the-teamup-notification-email-address-to-your-whitelist.md): This guide explains how to stop notification emails landing in your junk or spam folder by adding the sender address to your email provider's safe senders list.
- [Completing Waivers, Questions and Contact Information](https://support.goteamup.com/en/articles/9327348-completing-waivers-questions-and-contact-information.md): This guide shows you how to complete any waivers, questions and contact information a business requires when you register for an event or make a purchase.
- [Sign up, Sign in, and Access your Classes](https://support.goteamup.com/en/articles/9327406-sign-up-sign-in-and-access-your-classes.md): This guide outlines how users who have registered with a business which uses TeamUp can log in and access their accounts to book sessions
- [Connecting your customer account to a new business](https://support.goteamup.com/en/articles/9327650-connecting-your-customer-account-to-a-new-business.md): This guide looks into how you can register as a customer with a new business using your existing TeamUp account
- [Export your upcoming registrations to your calendar \(iCal, Google & Outlook\)](https://support.goteamup.com/en/articles/9327315-export-your-upcoming-registrations-to-your-calendar-ical-google-outlook.md)
- [Make a recurring reservation for a class time slot](https://support.goteamup.com/en/articles/9327404-make-a-recurring-reservation-for-a-class-time-slot.md)
- [Register for a class](https://support.goteamup.com/en/articles/9327441-register-for-a-class.md)
- [Book an appointment](https://support.goteamup.com/en/articles/9327603-book-an-appointment.md)
- [How to unregister from a class](https://support.goteamup.com/en/articles/9327513-how-to-unregister-from-a-class.md)
- [Edit or cancel a class reservation](https://support.goteamup.com/en/articles/9327594-edit-or-cancel-a-class-reservation.md)
- [Setting up and managing an account for a family member](https://support.goteamup.com/en/articles/9327359-setting-up-and-managing-an-account-for-a-family-member.md): In this guide we look into how you can set up and manage multiple accounts for your child, partner, or other family members, that you wish to book into classes or purchase memberships for.
- [How to reset your password](https://support.goteamup.com/en/articles/9327428-how-to-reset-your-password.md): This guide explains how you can reset your TeamUp password if you’ve forgotten it or can’t log in.
- [What is the On Demand section for?](https://support.goteamup.com/en/articles/9327416-what-is-the-on-demand-section-for.md): This guide explains what the On Demand section is, how to navigate it, and how to watch the content you have access to as a customer.
- [Setting up SMS notifications](https://support.goteamup.com/en/articles/9327356-setting-up-sms-notifications.md): This guide walks you through enabling SMS notifications on your account so you can receive text updates from your business, and how to change or remove your phone number.
- [Update your marketing preferences](https://support.goteamup.com/en/articles/9327403-update-your-marketing-preferences.md): This guide explains what your marketing preference is and shows you how to update your opt-in or opt-out choice for marketing messages at any time.
- [How to unsubscribe/resubscribe to email notifications](https://support.goteamup.com/en/articles/9327355-how-to-unsubscribe-resubscribe-to-email-notifications.md): This guide explains how to stop receiving email notifications, either by turning off specific types or unsubscribing from all emails, and how to start receiving them again.
- [Controlling which notifications you receive](https://support.goteamup.com/en/articles/9327584-controlling-which-notifications-you-receive.md): This guide explains how to choose which notifications you receive from the business you attend, by email and SMS, and which types you can control.
- [How can I see when I'm next going to be billed and how much?](https://support.goteamup.com/en/articles/9327574-how-can-i-see-when-i-m-next-going-to-be-billed-and-how-much.md)
- [How to Update Your Profile Information](https://support.goteamup.com/en/articles/9327712-how-to-update-your-profile-information.md)
- [Will I get a receipt for my purchase?](https://support.goteamup.com/en/articles/9327668-will-i-get-a-receipt-for-my-purchase.md)
- [How to delete your account with a gym or studio](https://support.goteamup.com/en/articles/14998572-how-to-delete-your-account-with-a-gym-or-studio.md): This guide explains how customers can cancel, close, delete, or be removed from their account with a gym or studio that uses TeamUp.
- [App - Attendances](https://support.goteamup.com/en/articles/9327376-app-attendances.md): This guide shows you how to view your attendances and registrations in both the existing Member Booking App and the new Member Booking App.
- [App - The Menu](https://support.goteamup.com/en/articles/9327412-app-the-menu.md): This guide shows you how to access the menu in your app, and explores the different options available to you.
- [App - Family management](https://support.goteamup.com/en/articles/9327482-app-family-management.md): This guide explores how family management works in both the existing TeamUp Member App and the new TeamUp Member Booking App.
- [🎥 An overview of the member booking app \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327488-an-overview-of-the-member-booking-app-w-video.md)
- [App - Profile](https://support.goteamup.com/en/articles/9327477-app-profile.md)
- [Waitlist push notifications](https://support.goteamup.com/en/articles/9327602-waitlist-push-notifications.md)
- [How to sign up if you don't have an account already](https://support.goteamup.com/en/articles/9327494-how-to-sign-up-if-you-don-t-have-an-account-already.md): This guide looks into how customers who don't have a TeamUp account can register with a business which uses TeamUp for their online registrations and Event Bookings
- [App - Schedule](https://support.goteamup.com/en/articles/9327725-app-schedule.md): This guide shows you how to view the schedule, and register for a class or course session in both the existing Member Booking App and the new Member Booking App.
- [FAQ: Why am I seeing "class reservations are not supported error"?](https://support.goteamup.com/en/articles/9327741-faq-why-am-i-seeing-class-reservations-are-not-supported-error.md)
- [How to renew your membership](https://support.goteamup.com/en/articles/9327354-how-to-renew-your-membership.md): This guide looks at how you can renew your membership, and how this is different from purchasing a new membership
- [How to upgrade or downgrade your membership](https://support.goteamup.com/en/articles/9327414-how-to-upgrade-or-downgrade-your-membership.md): This guide shows you how to upgrade or downgrade your monthly membership from your account, and explains when each change takes effect.
- [How to cancel your monthly membership](https://support.goteamup.com/en/articles/9327426-how-to-cancel-your-monthly-membership.md): This guide shows you how to cancel your monthly membership from the web version of your account, and explains what happens with recurring memberships, prepaid memberships, and commitment periods.
- [How to sign up using a referral code](https://support.goteamup.com/en/articles/9327555-how-to-sign-up-using-a-referral-code.md): This guide explains how to enter a referral code when you sign up for a business, and what to do if you forgot to add it during sign-up.
- [Viewing your referral code](https://support.goteamup.com/en/articles/9327724-viewing-your-referral-code.md): This guide explains where to view and share your referral code or link on the website and in the app, and how you'll be notified when someone uses it.

## Integrations with TeamUp

- [Integrations on TeamUp](https://support.goteamup.com/en/articles/9327478-integrations-on-teamup.md)
- [Constant Contact Update](https://support.goteamup.com/en/articles/16664168-constant-contact-update.md)
- [An overview of the Zapier integration with TeamUp](https://support.goteamup.com/en/articles/9327304-an-overview-of-the-zapier-integration-with-teamup.md)
- [Integrating TeamUp with ClickFunnels](https://support.goteamup.com/en/articles/9327346-integrating-teamup-with-clickfunnels.md)
- [Triggers in Zapier](https://support.goteamup.com/en/articles/9327469-triggers-in-zapier.md)
- [Integrating TeamUp with Infusionsoft](https://support.goteamup.com/en/articles/9327427-integrating-teamup-with-infusionsoft.md)
- [Using Filters in Zapier](https://support.goteamup.com/en/articles/9327508-using-filters-in-zapier.md)
- [Integrating TeamUp with Autopilot](https://support.goteamup.com/en/articles/9327533-integrating-teamup-with-autopilot.md)
- [Integrating TeamUp with Slack](https://support.goteamup.com/en/articles/9327556-integrating-teamup-with-slack.md)
- [Integrating TeamUp with ActiveCampaign](https://support.goteamup.com/en/articles/9327579-integrating-teamup-with-activecampaign.md)
- [Integrating TeamUp with Aweber](https://support.goteamup.com/en/articles/9327554-integrating-teamup-with-aweber.md)
- [Add new TeamUp customers as MailChimp subscribers \(Zap template\)](https://support.goteamup.com/en/articles/9327627-add-new-teamup-customers-as-mailchimp-subscribers-zap-template.md)
- [Add subscribers to tags in Mailchimp for new TeamUp customers \(Zap template\)](https://support.goteamup.com/en/articles/9327720-add-subscribers-to-tags-in-mailchimp-for-new-teamup-customers-zap-template.md)
- [Send SurveyMonkey surveys for newly cancelled TeamUp memberships \(Zap template\)](https://support.goteamup.com/en/articles/9327631-send-surveymonkey-surveys-for-newly-cancelled-teamup-memberships-zap-template.md)
- [Add or update Mailchimp subscribers when a customer cancels their membership in TeamUp \(Zap template\)](https://support.goteamup.com/en/articles/9327638-add-or-update-mailchimp-subscribers-when-a-customer-cancels-their-membership-in-teamup-zap-template.md)
- [Tag MailChimp subscribers when they purchase a TeamUp membership \(Zap template\)](https://support.goteamup.com/en/articles/9327640-tag-mailchimp-subscribers-when-they-purchase-a-teamup-membership-zap-template.md): You can use Zapier to tag your customers as subscribers on Mailchimp when they purchase specific memberships.
- [🎥 How to use Zapier to tag your new customers in MailChimp \(VIDEO\)](https://support.goteamup.com/en/articles/9327636-how-to-use-zapier-to-tag-your-new-customers-in-mailchimp-video.md)
- [An overview of the Kisi integration with TeamUp](https://support.goteamup.com/en/articles/9327731-an-overview-of-the-kisi-integration-with-teamup.md): This guide explains how the Kisi door access control integration works, how customers get access, and how to connect or disconnect it from your account.
- [Kisi integration instructions](https://support.goteamup.com/en/articles/9333501-kisi-integration-instructions.md): This guide explains how to connect your account to Kisi and configure Access Group rules based on memberships and upcoming registrations.
- [Integrate Google Analytics with TeamUp](https://support.goteamup.com/en/articles/9327470-integrate-google-analytics-with-teamup.md): This guide explains how the Google Analytics integration works, what activity it tracks, and where to find the setup walkthroughs for Universal Analytics and Google Analytics 4.
- [🎥 Connect TeamUp to Google Analytics-Universal Analytics \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9333640-connect-teamup-to-google-analytics-universal-analytics-w-video.md): This guide explains how to connect your account to Universal Analytics, check the connection, understand the events we send, and use them to create conversion goals.
- [🎥 Google Analytics-Universal Analytics: How to set up conversion goals and use events \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327742-google-analytics-universal-analytics-how-to-set-up-conversion-goals-and-use-events-w-video.md): This guide walks you through creating conversion goals in Universal Analytics using the events your account sends, with examples and troubleshooting tips.
- [How to disconnect Google Analytics from your TeamUp account](https://support.goteamup.com/en/articles/9327642-how-to-disconnect-google-analytics-from-your-teamup-account.md): This guide shows you how to disconnect the Google Analytics integration from your account using your integration settings.
- [Integrating TeamUp with Mailchimp](https://support.goteamup.com/en/articles/9327719-integrating-teamup-with-mailchimp.md): This guide explains how to connect your account to Mailchimp, either by exporting customers manually or by sending data automatically through Zapier.
- [The TeamUp Business API integration](https://support.goteamup.com/en/articles/9333589-the-teamup-business-api-integration.md): This guide explains how to submit an application for the Business API, how to manage your API applications, and how to add and customise webhook destinations from your dashboard.
- [OpenActive with TeamUp](https://support.goteamup.com/en/articles/9327339-openactive-with-teamup.md): This guide explains what the OpenActive integration does, how to enable it from your Integrations settings, and how customers book from the listing platforms.
- [Integrate Wellhub with TeamUp](https://support.goteamup.com/en/articles/9333583-integrate-wellhub-with-teamup.md): This guide explains how to connect your account to Wellhub, so you can start offering your classes to Wellhub members.
- [How to manage the Wellhub integration settings](https://support.goteamup.com/en/articles/9333562-how-to-manage-the-wellhub-integration-settings.md): This guide explains how to manage your Wellhub integration settings, including syncing classes, adding venues, and understanding how registrations work.
- [How to disconnect Wellhub from TeamUp](https://support.goteamup.com/en/articles/9327647-how-to-disconnect-wellhub-from-teamup.md): This guide explains how to disconnect the Wellhub integration from your account.
- [How to manage and track Wellhub attendances in TeamUp](https://support.goteamup.com/en/articles/9327670-how-to-manage-and-track-wellhub-attendances-in-teamup.md): This guide explains how to manage and track attendance for Wellhub members, including how check-ins work and how to view Wellhub registrations in your reports.
- [How do I request a partnership with Wellhub?](https://support.goteamup.com/en/articles/9327729-how-do-i-request-a-partnership-with-wellhub.md): This guide explains how to request a Wellhub partnership so you can start offering your classes to Wellhub members.
- [Why am I getting an error when I enter my WellHub Gym ID?](https://support.goteamup.com/en/articles/9327730-why-am-i-getting-an-error-when-i-enter-my-wellhub-gym-id.md): This guide explains the most common causes of the Gym ID error when connecting to Wellhub and how to resolve each one.

## Switching to TeamUp

- [Preparing your customers for the switch](https://support.goteamup.com/en/articles/9327307-preparing-your-customers-for-the-switch.md)
- [How to export Stripe subscription data](https://support.goteamup.com/en/articles/9333591-how-to-export-stripe-subscription-data.md)
- [Meet the Support Team](https://support.goteamup.com/en/articles/10262595-meet-the-support-team.md): In the article you can learn more about our Support team
- [How to complete the import spreadsheet](https://support.goteamup.com/en/articles/9333727-how-to-complete-the-import-spreadsheet.md): This guide explains how to complete the import spreadsheet so our switching team can move your customer data into your account.
- [How to complete the recurring reservation spreadsheet](https://support.goteamup.com/en/articles/9333706-how-to-complete-the-recurring-reservation-spreadsheet.md): This guide explains how to complete the recurring reservation spreadsheet so our switching team can place your customers onto recurring time slots.
- [How to complete the class pack import spreadsheet](https://support.goteamup.com/en/articles/9333690-how-to-complete-the-class-pack-import-spreadsheet.md): This guide explains how to complete the class pack import spreadsheet so our switching team can move your customers and their class packs into your account.

## Online Classes

- [What should customers expect when booking and joining a Zoom class?](https://support.goteamup.com/en/articles/9327363-what-should-customers-expect-when-booking-and-joining-a-zoom-class.md): This guide walks you through the customer journey for online classes, from booking a class on the Customer Site or app to joining the Zoom meeting.
- [How do customers register for Zoom classes?](https://support.goteamup.com/en/articles/9327610-how-do-customers-register-for-zoom-classes.md): This guide explains how customers register for online classes and where they can find the Zoom link, including recurring reservations and MoveGB bookings.
- [How to stop customers from joining Zoom classes via an old link](https://support.goteamup.com/en/articles/9327548-how-to-stop-customers-from-joining-zoom-classes-via-an-old-link.md): This guide explains how to stop customers joining online classes through your old public Zoom link by disabling the Personal Meeting ID setting in Zoom.
- [What happens if a customer books a Zoom class via MoveGB?](https://support.goteamup.com/en/articles/9327687-what-happens-if-a-customer-books-a-zoom-class-via-movegb.md): This guide explains what happens when a customer books an online class through MoveGB, and how they receive and use the Zoom link to join the class.
- [How do customers join a Zoom video meeting?](https://support.goteamup.com/en/articles/9327702-how-do-customers-join-a-zoom-video-meeting.md): This guide explains how customers join a Zoom meeting for an online class, where they find their join link, and whether they need a Zoom account.
- [Adding forms and waivers for online classes](https://support.goteamup.com/en/articles/9327314-adding-forms-and-waivers-for-online-classes.md): This guide explains your options for adding forms and waivers to online classes, whether you need to exclude, edit, or create new documents for them.
- [Each of my instructors has their own Zoom account, how can I link them all?](https://support.goteamup.com/en/articles/9327343-each-of-my-instructors-has-their-own-zoom-account-how-can-i-link-them-all.md): This guide explains why separate personal Zoom accounts cannot be linked together, and how to manage multiple instructors running your online classes.
- [Can customers unregister from a Zoom class?](https://support.goteamup.com/en/articles/9327326-can-customers-unregister-from-a-zoom-class.md): This guide explains how customers unregister from an online class, what happens to their join link, and how registration timelines control cancellations.
- [Can I send someone a Zoom link if they haven't registered for class?](https://support.goteamup.com/en/articles/9327401-can-i-send-someone-a-zoom-link-if-they-haven-t-registered-for-class.md): This guide explains how to share a class's public link with someone who hasn't registered for an online class, and what to keep in mind when you do.
- [Can I schedule more than one Zoom meeting at the same time?](https://support.goteamup.com/en/articles/9327378-can-i-schedule-more-than-one-zoom-meeting-at-the-same-time.md): This guide explains how to stream more than one online class at the same time by creating a Zoom user and online venue for each instructor.
- [What happens to a Zoom meeting if I edit or cancel class in TeamUp?](https://support.goteamup.com/en/articles/9327362-what-happens-to-a-zoom-meeting-if-i-edit-or-cancel-class-in-teamup.md): This guide explains what happens to the linked Zoom meeting when you edit or cancel an online class in your dashboard.
- [How to create Zoom meetings for multiple instructors](https://support.goteamup.com/en/articles/9327684-how-to-create-zoom-meetings-for-multiple-instructors.md): This guide explains the two ways to set up Zoom for multiple instructors, whether they share one Zoom user or each have their own online venue.
- [Can I send customers a reminder email with the Zoom link before a class or appointment?](https://support.goteamup.com/en/articles/9327504-can-i-send-customers-a-reminder-email-with-the-zoom-link-before-a-class-or-appointment.md): This guide explains how to set up an automated pre-class email that includes the join link for an online class or appointment, using a placeholder.
- [How to create a schedule for pre-recorded videos](https://support.goteamup.com/en/articles/9327645-how-to-create-a-schedule-for-pre-recorded-videos.md): This guide explains how to put pre-recorded sessions on your schedule by setting up classes and sharing the video link with your customers.
- [Zoom: Why are my customers joining the waiting room?](https://support.goteamup.com/en/articles/9327360-zoom-why-are-my-customers-joining-the-waiting-room.md)
- [How to update global Zoom settings and what to look out for](https://support.goteamup.com/en/articles/9327398-how-to-update-global-zoom-settings-and-what-to-look-out-for.md)
- [Zoom quick start guide](https://support.goteamup.com/en/articles/9327501-zoom-quick-start-guide.md)
- [Why are some of my online classes not showing in Zoom?](https://support.goteamup.com/en/articles/9327375-why-are-some-of-my-online-classes-not-showing-in-zoom.md)
- [How to use the same Join URL in TeamUp for every meeting in Zoom](https://support.goteamup.com/en/articles/9327559-how-to-use-the-same-join-url-in-teamup-for-every-meeting-in-zoom.md)
- [What will happen if I already have my classes scheduled in Zoom when I integrate with TeamUp?](https://support.goteamup.com/en/articles/9327476-what-will-happen-if-i-already-have-my-classes-scheduled-in-zoom-when-i-integrate-with-teamup.md)
- [🎥 An overview of the Zoom integration with TeamUp \(w/ VIDEO\)](https://support.goteamup.com/en/articles/9327580-an-overview-of-the-zoom-integration-with-teamup-w-video.md)
- [Using Zoom with TeamUp for online/video classes](https://support.goteamup.com/en/articles/9327604-using-zoom-with-teamup-for-online-video-classes.md)
- [Transitioning to the Zoom integration](https://support.goteamup.com/en/articles/9327726-transitioning-to-the-zoom-integration.md)
- [Can I add an online venue to a course?](https://support.goteamup.com/en/articles/9327331-can-i-add-an-online-venue-to-a-course.md): This guide explains why online venues cannot be added to Courses and shows you two ways to share an online meeting link with your course attendees instead.
- [Zoom meeting passwords for your online classes](https://support.goteamup.com/en/articles/9327564-zoom-meeting-passwords-for-your-online-classes.md): This guide explains how Zoom meeting passwords work with your online classes, including when you need to add a passcode to a single video link.
- [How do I start a Zoom meeting?](https://support.goteamup.com/en/articles/9327536-how-do-i-start-a-zoom-meeting.md): This guide shows you and your instructors how to start a Zoom meeting for an online class from your dashboard, and explains how attendance is recorded.
- [Your service fees & billing FAQ's](https://support.goteamup.com/en/articles/15647428-your-service-fees-billing-faq-s.md): This guide answers common questions about your monthly subscription fees and billing, including how fees are calculated, where to find your history and receipts, how to update your payment details,...
- [How to add the TeamUp web app to your mobile or iPad home screen](https://support.goteamup.com/en/articles/15647421-how-to-add-the-teamup-web-app-to-your-mobile-or-ipad-home-screen.md): This guide shows you how to add the web app to your home screen on an iPhone, an Android phone or tablet, or an iPad, so you can open your account in one tap, just like a native app.
- [Do I need to create a meeting in Zoom for each class?](https://support.goteamup.com/en/articles/9327316-do-i-need-to-create-a-meeting-in-zoom-for-each-class.md)
- [What do the customer profile icons represent? - mobile version](https://support.goteamup.com/en/articles/9327353-what-do-the-customer-profile-icons-represent-mobile-version.md)
- [Will my customers receive a receipt after making a purchase](https://support.goteamup.com/en/articles/9327347-will-my-customers-receive-a-receipt-after-making-a-purchase.md): The guide looks into how TeamUp handles receipts for customer purchases, specifically whether customers get one automatically and how businesses can access them
- [How are subscription fees calculated?](https://support.goteamup.com/en/articles/9327389-how-are-subscription-fees-calculated.md): This guide explains how your monthly TeamUp subscription fees are worked out, where to see your current tier and upcoming charge, how “active customers” are counted, and how to view your receipts
- [My calendar only shows events for the next 26 weeks](https://support.goteamup.com/en/articles/9327484-my-calendar-only-shows-events-for-the-next-26-weeks.md): This guide looks into why the calendar only populates classes 26 weeks into the future, and how this can be changed
- [How does GoCardless keep your payment details safe?](https://support.goteamup.com/en/articles/9327500-how-does-gocardless-keep-your-payment-details-safe.md)
- [Are my customers' payment details safe?](https://support.goteamup.com/en/articles/9327480-are-my-customers-payment-details-safe.md)
- [Does TeamUp integrate with any accounting software i.e. Quickbooks, Xero, Sage?](https://support.goteamup.com/en/articles/9327479-does-teamup-integrate-with-any-accounting-software-i-e-quickbooks-xero-sage.md)
- [How do I add another business account?](https://support.goteamup.com/en/articles/9327572-how-do-i-add-another-business-account.md)
- [How do I stop customers from being able to buy a membership?](https://support.goteamup.com/en/articles/9327654-how-do-i-stop-customers-from-being-able-to-buy-a-membership.md)
- [How to edit your business name](https://support.goteamup.com/en/articles/9327521-how-to-edit-your-business-name.md)
- [How to leave product feedback](https://support.goteamup.com/en/articles/9327600-how-to-leave-product-feedback.md): This guide explains how to submit a feature request, see what's released, in progress, or under consideration, and vote on other ideas.
- [Can I send customers a recording after a class?](https://support.goteamup.com/en/articles/9327710-can-i-send-customers-a-recording-after-a-class.md)
- [How to refer another business to TeamUp](https://support.goteamup.com/en/articles/9327663-how-to-refer-another-business-to-teamup.md): Learn where to find your TeamUp referral link, how to share it, what you and the business you refer receive, and how to track your referrals and rewards.
- [Which languages does TeamUp support?](https://support.goteamup.com/en/articles/9327761-which-languages-does-teamup-support.md)
- [How to email customers on hold](https://support.goteamup.com/en/articles/9327757-how-to-email-customers-on-hold.md)
- [FAQ: How can I generate my service code?](https://support.goteamup.com/en/articles/9327765-faq-how-can-i-generate-my-service-code.md): This guide explains what a service code is, what it can be used for, and how to generate one when requested by the support team.
- [How can I add Google Drive images to a TeamUp notification?](https://support.goteamup.com/en/articles/9327646-how-can-i-add-google-drive-images-to-a-teamup-notification.md)
- [How to generate a QR code for your TeamUp Customer Site](https://support.goteamup.com/en/articles/9327653-how-to-generate-a-qr-code-for-your-teamup-customer-site.md)
- [Why was my customer removed from class?](https://support.goteamup.com/en/articles/9333605-why-was-my-customer-removed-from-class.md)
- [How can I change a customer's email address?](https://support.goteamup.com/en/articles/9327753-how-can-i-change-a-customer-s-email-address.md)
- [Why doesn't TeamUp work on my browser?](https://support.goteamup.com/en/articles/9327734-why-doesn-t-teamup-work-on-my-browser.md): This guide explains how to troubleshoot common browser issues that may prevent TeamUp from loading or working correctly, including steps to test in incognito mode, clear cache and cookies, disable ...
- [How can I contact support?](https://support.goteamup.com/en/articles/9327751-how-can-i-contact-support.md): Contact support. Book a call. Schedule a meeting. Chat with an agent. Emergency Support. Ask AI a question.
- [Where can I see my Community Happiness reviews?](https://support.goteamup.com/en/articles/9327739-where-can-i-see-my-community-happiness-reviews.md)
- [Do memberships prorate automatically?](https://support.goteamup.com/en/articles/9327745-do-memberships-prorate-automatically.md)
- [How to transfer a membership from one customer to another](https://support.goteamup.com/en/articles/9327612-how-to-transfer-a-membership-from-one-customer-to-another.md)
- [Reactivate an expired recurring membership](https://support.goteamup.com/en/articles/9333601-reactivate-an-expired-recurring-membership.md)
- [FAQ: Does TeamUp have a business app?](https://support.goteamup.com/en/articles/9327619-faq-does-teamup-have-a-business-app.md): The TeamUp app not working for the business side of things? Find out why here.
- [FAQ: Including customer pronouns in their profile](https://support.goteamup.com/en/articles/9327658-faq-including-customer-pronouns-in-their-profile.md)
- [How to bypass the cookies error on the TeamUp widget \(Safari\)](https://support.goteamup.com/en/articles/9327639-how-to-bypass-the-cookies-error-on-the-teamup-widget-safari.md)
- [I can't customise my notifications, how do I enable this?](https://support.goteamup.com/en/articles/9327628-i-can-t-customise-my-notifications-how-do-i-enable-this.md)
- [Best practices when raising an issue with support](https://support.goteamup.com/en/articles/9327634-best-practices-when-raising-an-issue-with-support.md): Information to include when raising a question or issue to support.
- [How can I bulk-delete customers?](https://support.goteamup.com/en/articles/9327774-how-can-i-bulk-delete-customers.md)
- [Managing On Demand Content filters](https://support.goteamup.com/en/articles/9327424-managing-on-demand-content-filters.md): This guide explains how to add, rename, delete, and reorder filters for your On Demand Content, helping customers search and discover videos within a Collection.
- [Reports - Content Views](https://support.goteamup.com/en/articles/9327357-reports-content-views.md): This guide explains how to use the Content Views report to see which customers viewed your On Demand Content, when, and how to filter, group, and download the data.
- [How can customers access my On Demand Content?](https://support.goteamup.com/en/articles/9327446-how-can-customers-access-my-on-demand-content.md): This guide explains how customers can find and access your On Demand Content from the Customer Site and the TeamUp Member Booking App.
- [Where can I host my videos for On Demand Content?](https://support.goteamup.com/en/articles/9327344-where-can-i-host-my-videos-for-on-demand-content.md): This guide explains where to host your videos for On Demand Content and what to consider when choosing a hosting platform.
- [An Overview of On Demand Content](https://support.goteamup.com/en/articles/9327552-an-overview-of-on-demand-content.md): This guide provides an overview of On Demand Content, what it is, how to get started, and what the experience looks like for your customers.
- [Managing Collections for On Demand Content](https://support.goteamup.com/en/articles/9327605-managing-collections-for-on-demand-content.md): This guide explains how to add, edit, delete, and reorder Collections for your On Demand Content, and how to manage which content items belong to each Collection.
- [What membership types allow access to On Demand Content?](https://support.goteamup.com/en/articles/9327711-what-membership-types-allow-access-to-on-demand-content.md): This guide explains which membership types can be used to grant access to On Demand Content and how to link them to your Collections.
- [Managing your On Demand Content on TeamUp](https://support.goteamup.com/en/articles/9327747-managing-your-on-demand-content-on-teamup.md): This guide looks into how you can add new on-demand content to your TeamUp account, and how to edit/delete existing content items
- [Can I email customers the link to view my On Demand Content?](https://support.goteamup.com/en/articles/9327535-can-i-email-customers-the-link-to-view-my-on-demand-content.md): This guide explains how to share the link to your On Demand section through an automated membership purchase notification.
- [Is on-demand content available via the app?](https://support.goteamup.com/en/articles/9327519-is-on-demand-content-available-via-the-app.md): This guide takes a closer look at the On Demand section, and how you can access it via the TeamUp Members App
- [Can I reorder my On Demand Content?](https://support.goteamup.com/en/articles/9327541-can-i-reorder-my-on-demand-content.md): This guide explains how you can reorder content in your On Demand section
- [Can I sell one-off pieces of content?](https://support.goteamup.com/en/articles/9327661-can-i-sell-one-off-pieces-of-content.md): This guide walks you through selling a single piece of On Demand Content by combining a Prepaid Plan with a Collection.

## Custom Branded App

- [Custom Branded App - Managing Access & Visibility](https://support.goteamup.com/en/articles/12955776-custom-branded-app-managing-access-visibility.md): This guide explains how to control who sees what in your custom branded app using user groups and membership-synced groups.
- [Custom Branded App - Coaching & Tracking](https://support.goteamup.com/en/articles/12955801-custom-branded-app-coaching-tracking.md): This guide explains how to use your custom branded app to coach clients and track their progress
- [Custom Branded App - Managing Content](https://support.goteamup.com/en/articles/12955780-custom-branded-app-managing-content.md): This guide explains how to create and manage content in your custom branded app using the Admin Console.
- [Custom Branded App - Engagement & Communication](https://support.goteamup.com/en/articles/12955799-custom-branded-app-engagement-communication.md): This guide explains how to use your custom branded app to communicate with members and keep them engaged
- [Custom Branded App - Getting Started & Setup](https://support.goteamup.com/en/articles/12953150-custom-branded-app-getting-started-setup.md): This guide walks you through setting up your custom app in the Admin Console, including naming your app, choosing colours, uploading brand images, selecting features, adding navigation links, and p...
- [Custom Branded App - Store & Referrals](https://support.goteamup.com/en/articles/12955816-custom-branded-app-store-referrals.md): This guide explains how your custom branded app handles in-app purchases \(Store\), memberships, and referral offers
- [Custom Branded App - Managing Registrations, Attendances, and Gym Entry](https://support.goteamup.com/en/articles/12955810-custom-branded-app-managing-registrations-attendances-and-gym-entry.md): This guide explains how to manage registrations, track attendance, and enable QR/barcode gym entry in your custom branded app.