Welcome to the My Account section of your customer's member portal!

This is the web app version of your customer's My Account section -- to see our mobile app version, please click here!

This is where your members and customers can:

  • View their registration history
  • Cancel and reschedule upcoming classes
  • Update their customer and participant information
  • and update their payment method!

When your customers log into your web app and click the three-bar menu...

they can click on My Account and be taken to their full account overview!

PLEASE NOTE: If your customer has any past due payments, a pop-up window will appear letting them know which payments failed and prompting them to update their payment method.

They will not be able to access the rest of their account without updating their payment method and processing the failed payments -- learn more about our failed payment automation system here!


Summary

Your customer's Account Summary is the first section and will automatically open when they click on "My Account".

This Summary contains all of their past registrations including:

  • Classes/Appointments
  • Memberships
  • Trials
  • Events
  • Items purchased from your retail store
  • and any Miscellaneous Charges (from your Point of Sale)

Your customers can click on Class Schedule and view their Upcoming classes:

their Completed classes:

and their Cancelled classes:

Your customers can also cancel their Upcoming classes:

Or reschedule their Upcoming classes:

The ability for customers to view their retail purchases, memberships, trials, etc. is COMING SOON!


Customer Information

This section allows your customers to view their buyer profile information and update it as needed. This is also where your customers can add additional emails to be cc'ed on all their communications!

PLEASE NOTE: this will only affect the information saved on their buyer profile and not the information saved on existing memberships or their login email!

You will be able to view this information under "Info" on their Buyer Profile in the All Customers section.


Primary Payment Method

Customers can update their Primary Payment Methods for both Credit Cards...

and ACH Bank Account.

PLEASE NOTE: ACH payment methods can only be applied to recurring payments (such as memberships or events with payment plans) or to one time purchases of $499 and above. -- learn more about ACH bank draft here!

After adding a new payment method, your customers can now choose to apply it to their existing recurring billing schedules.

They can do this for both credit cards:

And ACH Bank Accounts:

If your customer updates their recurring payment method from credit card to ACH or vice versa, they will see a screen that looks like this, confirming their new total

with the updated ACH or credit card processing fees.

You will also be able to view this information under "Info" on their Buyer Profile in the All Customers section.


Participant Profiles

Lastly, your customers can view and edit their existing participant profiles!

You will also be able to view this information under "Info" on their Buyer Profile in the All Customers section.

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