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

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

How To: Get Leads from other Platforms into MyStudio

Use Zapier WebHook Action to send information captured from other platforms (Facebook, Manychats, etc.) into your MyStudio Lead list.

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