Version 2 [V2]
Insights
Payments
Contacts
- [V2] Participant profile: Main details and quick actions
- [V2] Additional customer profile: Main details and quick actions
- [V2] Primary customer profile: Main details and quick actions
- [V2] Lead profile: Main details and quick actions
- [V2] Customer contacts
- [V2] Lead contacts
- [V2] Membership participant contacts
- [V2] Trial participant contacts
- [V2] Event participant contacts
Communications
Attendance
- [V2] Attendance Portal - How young students can check themselves in using a tablet via QR code, name search, or PIN code
- [V2] Attendance Portal - How adult students can check themselves in using a tablet via QR code, name search, or PIN code
- [V2] Attendance > Class schedule
- [V2] Attendance portal - Check-in guide (3 min read)
- [V2] Attendance Portal - Settings & Troubleshooting (3 min read)
Rank Promotions
Marketplace
Tools
Sales Channel
Profile Settings
Services and Products
- [V2] Trials troubleshooting
- [V2] Manage trials and trial statuses
- [V2] Create a trial
- [V2] Services and products > Trials overview
- [V2] Classes > Creation and management
- [V2] Classes > Staff access and information
- [V2] Classes > Class time creation & scheduling
- [V2] Classes > Staff management
- [V2] Classes > Capacity, waitlists & reminders
- [V2] Classes > Pricing, taxes & processing fees
- [V2] Classes > Registration, member access & visibility settings