Welcome to All Customers > Participants! From here you can:

  • View all of your participants' profiles
  • Send emails, push messages, or SMS texts to one, multiple, or all participants
  • Add Participant Custom Fields
  • And see your participants' full registration history, payments, notes, and custom fields.

Participants Overview

To get started visit the All Customers section and click on Participants:

See your participants' names (#1), Total Payments made for their registrations (#2), the main buyer profile (Primary Customer) this participant is associated with (#3), and how long they have been a participant with you (#4).

If you have added Participant Custom Fields, these will appear to the right with any answers you have saved for your participants:

Use the search bar to look up a specific participant, and select one, all, or multiple participants to Email, Send a Push Message/SMS Text to, or Export to a CSV file.


Participant Custom Fields

Custom Fields are global additional fields for you to add to your participant's information.

For example, you can add fields like "Belt Size", "Restrictions and Allergies", "Uniform Size", "Virtual or In-Person", and more!

To add Custom Fields click the Settings icon next to All Customers:

Once there, click "Add new field" to input your new custom field:

Once saved, view, edit, or delete your custom fields at any time:

You can input data for these custom fields on each participants' specific profile and view all your participants' answers back in All Customers > Participants.


Participant Profiles

Overview

Click on a green Participant name to be taken to their Participant Profile.

It will automatically open to the Summary page:

View the total payments made just for this participant and see how long they have been a participant at your studio

At any point, click the green Primary Customer's name to be taken to their buyer profile.

This is the Primary Customer and Buyer Profile that your participant is listed under:

Learn more about Primary Customer Buyer Profiles here!

Summary

Expand or contract different registration categories as needed to view the registration details.

Click on a Membership to view the membership details for this participant.

From here you can:

  • Download the participant's agreement and waiver for this membership
  • View the participant's Payment Details
  • And update the Payment Method for this membership

PLEASE NOTE: ACH can only be added by your customers. Click "Use a bank account" to send an ACH update link directly to the buyer -- Learn more about ACH Bank Drafts here!

When adding a card, you may only add a NEW payment method.

Customers will need to apply an existing payment method to a recurring payment themselves through their app -- Learn more about how customers can update their payment methods here!

Click on an Event registration or Trial registration, to be taken to that respective registration page:

Payments

Click Payments to see the full Payment History in including all Past Due, Upcoming, and processed payments.

Click the green Payment Date on any payment to be taken to the registration page's Payment Details:

Learn more about how to handle Past Due payments here!

Notes

Use the Notes section to add any specific notes or relevant information for this member.

Click Add Note to compose a new note:

And then view all notes for this participant, including the date the note was added:

Custom Fields

In the Custom Fields section, you will see your saved custom fields available:

Click on the text box below to input the response to the custom field.

Click Update when done to view your answers:

These answers will now be visible in your All Customers > Participants section:

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