For Business Owners
- The Dashboard
- The Calendar
- Events - Classes
- Events - Appointments
- Registration Settings for Classes/Appointments
- Events - Courses
- Forms & Documents
- Customer Management
- Customer Referrals
- Communications - Email and SMS Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Discount Codes
- The Store/Shop
- Customer Experience
- Pay Rates
- Community Happiness (reputation management)
For Members, Athletes and Customers
Integrations with TeamUp
Switching to Teamup
On Demand Content
Searching for new customers
Learn how to easily filter customers with "New Criteria' (see Set your new customer criteria if you haven't set this yet).
Here are 2 ways you can filter for new customers.
1. Head to your customer list where you can filter your new customers.
2. Export your customer list >> Export Filtered Lists >> CSV/Excel.
Filter column I (is new) for value = Yes.
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