All Customers

Useful articles that cover functionalities within your All Customers section

+4

34 articles in this collection
Written by Support Team, Steve Saldana, Kevin Cassidy and 4 others

All Customers - Overview

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

Written by Renee
Updated over a week ago

Imported Payment Methods

Written by Support Team
Updated over a week ago

Disable Member App Access

Learn how to disable a cancelled members app access

Written by Renee
Updated over a week ago

Export Information in All Customers

Export information from the All Customers section.

Written by Kayleona Lucero
Updated over a week ago

Participants

Participants - Overview

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

Written by Megan Baker
Updated over a week ago

Manage Your Participants - Trials

View, edit, and manage all Trial registrations

Written by Megan Baker
Updated over a week ago

Manage Your Participants - Programs

View, edit, and manage all program registrations

Written by Megan Baker
Updated over a week ago

Manage Your Participants - Events

View, edit, and manage all event registrations

Written by Monté Brown
Updated over a week ago

Participant Profiles

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

Written by Megan Baker
Updated over a week ago

How To: Merge Participants

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

Written by Megan Baker
Updated over a week ago

How To: Delete a Participant

Written by Megan Baker
Updated over a week ago

How To: Add a Participant Picture

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

Written by Megan Baker
Updated over a week ago

How To: Add Participant Custom Fields

Add custom registration fields to your participants

Written by Megan Baker
Updated over a week ago

Membership Migration

Programs - Membership Migration

Transferring Members to MyStudio via our Automation System

Written by Kevin Cassidy
Updated over a week ago

Programs - Pending Migration

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

Written by Megan Baker
Updated over a week ago

Programs - Automated Migration Emails

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

Written by Megan Baker
Updated over a week ago

Participant Management

Programs - Membership Transfers

Written by Steve Saldana
Updated over a week ago

Programs - Cancel a Membership

Updating a members status from Active to Cancel.

Written by Kevin Cassidy
Updated over a week ago

Programs - Placing Members On Hold

Learn how to place your members on hold.

Written by Kayleona Lucero
Updated over a week ago

Events - Cancel and/or Refund an Event

This will teach you how to refund an event.

Written by Renee
Updated over a week ago

Events - Mass Rank/Level Update Automation

Automate registration and management for rank/level events

Written by Support Team
Updated over a week ago

How To: Change a Membership Payment Date

Open Enrollment Structure

Written by Steve Saldana
Updated over a week ago

Leads

Leads - Overview

Written by Megan Baker
Updated over a week ago

Leads Settings

Learn about your settings with your Leads section

Written by Renee
Updated over a week ago

How To: Manually Add One Lead

Written by Support Team
Updated over a week ago

How To: Import a List of Leads

Written by Support Team
Updated over a week ago

Primary Customers

Primary Customers - Overview

Written by Megan Baker
Updated over a week ago

Primary Customer Profiles

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

Written by Megan Baker
Updated over a week ago

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

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

Written by Megan Baker
Updated over a week ago

How To: Merge Primary Customers

Merge two existing accounts in your All Customers Section

Written by Megan Baker
Updated over a week ago

How To: Merge Accounts to Delete Unwanted Buyer Profiles

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

Written by Kayleona Lucero
Updated over a week ago

Additional Users

Additional Users - Overview

Written by Megan Baker
Updated over a week ago

How To: Add an Additional User

How to add additional users in All Customers.

Written by Kayleona Lucero
Updated over a week ago

App Users

App Users - Overview

Written by Megan Baker
Updated over a week ago