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All Customers
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