Customer Access - What It Looks Like For Your Members
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      3. Customer Access - What It Looks Like For Your Members

      Member Portal > Purchase Summary (Mobile Version)

      Customers can access their full purchase history and view all memberships, trials, events, retail, classes, and miscellaneous purchases

      Welcome to your customer's My Account > Purchase Summary section in the MyStudio Mobile App.

       

      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)

       

      How to Access The My Account Section

      When your customers log into the mobile app and click the three-bar menu, they can click on My Account to be taken to their account section.

       

      Your customers will see a menu with all four sections of their Account and can click on Purchase Summary to view their full purchase/registration history with your school.

       

      We're going to be focusing on the first section (Purchase Summary) in this article but to learn more about the other sections of the Member Portal > My Account (Mobile Version) please click here!

       

      Class Schedule

      Members can click on Class Schedule to view their Upcoming, completed, and canceled classes:

       

      From the Upcoming classes tab, students can Cancel...

       

      Or reschedule their classes:

       

       

      Memberships

      Clicking on the Memberships category will show the customer their full purchase history for that section:

       

      This includes all Active, On Hold, and Cancelled/Completed memberships:

       

      Clicking on a specific participant's name will pull up more information about their membership:

       

      This section allows the customer to view their payment details for that specific membership, including upcoming payments and payment history:

       

      They can also update their payment method for that membership:

       

      PLEASE NOTE: This will ask the customer to input NEW payment information specifically for this recurring payment.

       

      If your customer has already added/updated their preferred payment method in the Primary Payment Method section, then they will need to go there to apply it to their membership.

       


      Customers will also need to add/change their ACH information in the Primary Payment Method section as well.

       

      Customers can click here to download their Agreement and Waiver.

       

      If a discount code has been used, this will also be listed on the Membership details. Click on the discount to see the actual code that was used, what it was applied to (Deposit, Membership Fee, etc.), and the total amount taken off:

       

       

      Trials

      Clicking on the Trials category will show the customer their full purchase history for that section:

       

      Clicking on a specific participant's name will pull up more information about their trial:

       

      If a discount has been applied to this registration, you will see this listed on the registration details along with either the code used or "Manual Discount"

       

      Click the green text for more information about the specific discount applied:

       

      Customers can also download their Agreement & Waiver for this trial at any time:

       

       

      Events

      Clicking on the Events category will show the customer their full purchase history for that section including Upcoming and Completed/Cancelled events:

       

      Clicking on a specific order will pull up more information about that event:

       

      Customers can view the exact name, cost, and quantity of the weeks ordered...

       

      as well as the full Registration History for the event, including registration dates, total cost, cancellation dates, and refund status.

       

      Customers can click View Payment Details to view more information about their Payment History and (for events with a payment plan) Upcoming payments:

       

      Customers can also download their Agreement & Waiver for this trial at any time.

       

       

      Retail

      Clicking on the Retail category will show the customer their full purchase history for that section:

       

      If they click on a specific order, they will see the full order details for that purchase.

       

       

      Miscellaneous

      Clicking on the Miscellaneous category will show the customer their full purchase history for that section.

       

      These are Miscellaneous Charges made in your Point of Sale system. If your customer clicks on any particular transaction they will see the Transaction Detail for this charge:

       

      This Transaction Detail is the Optional order detail "Note" you left while processing this payment: