MyStudio

Customer control center - Manage, your customers change their payment method, add additional users and much more!

All Customers - Overview

Imported Payment Methods

Learn how to disable a cancelled members app access

Disable Member App Access

Export information from the All Customers section.

Export Information in All Customers

Megan Baker

Monté Brown

Renee

Useful articles that cover functionalities within your All Customers section

All Customers

Browse through all your Participant Profiles, send out communications, and view their registrations, payments, notes, and custom fields

Participants - Overview

View, edit, and manage all Trial registrations

Manage Your Participants - Trials

View, edit, and manage all program registrations

Manage Your Participants - Programs

View, edit, and manage all event registrations

Manage Your Participants - Events

View your participants' registrations, payments, notes, 
and custom fields

Participant Profiles

Learn how to merge and combine duplicate participants in your All Customers Buyer Profile

How To: Merge Participants

How To: Delete a Participant

Learn how to add a photo to your participant's profiles

How To: Add a Participant Picture

Add custom registration fields to your participants

How To: Add Participant Custom Fields

Participants

Transferring Members to MyStudio via our Automation System

Programs - Membership Migration

An in-depth look at all the features available in Pending Migration

Programs - Pending Migration

Set Up, Edit, and Send Automated Migration Emails to Migrated Members

Programs - Automated Migration Emails

Kevin Cassidy

Membership Migration

Programs - Membership Transfers

Updating a members status from Active to Cancel.

Programs - Cancel a Membership

Programs - Placing Members On Hold

This will teach you how to refund an event.

Events - Cancel and/or Refund an Event

Automate registration and management for rank/level events

Events - Mass Rank/Level Update Automation

How To: Change a Membership Payment Date

Steve Saldana

Kayleona Lucero

Participant Management

Leads - Overview

Learn about your settings with your Leads section

Leads Settings

How To: Manually Add One Lead

How To: Import a List of Leads

Support Team

Leads

Primary Customers - Overview

View all of the functions and features of the Buyer Information Section in All Customers

Primary Customer Profiles

Use the + button to add memberships, trials, retail, and other registrations to your primary customers

How To: Add Registrations to Primary Customers - The "Plus" Button

Merge two existing accounts in your All Customers Section

How To: Merge Primary Customers

How to merge and delete a buyer profile from your All Customers section

How To: Merge Accounts to Delete Unwanted Buyer Profiles

Primary Customers

Additional Users - Overview

How to add additional users in All Customers.

How To: Add an Additional User

Additional Users

App Users - Overview

App Users

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