From the class roster you can send emails to individuals you select. Calendar ⇾ Click on the white space of a day ⇾ select View Day and the Schedules will appear in list view. Click on a class to have the roster expand. Check the box next to every name you want to send a… Read More »
From the student profile there are two ways to send a message to an individual. Click the email address at the top of the student profile and an email box will open. Click the envelop icon next to the email address in the main account page and an email box will open. The client’s email… Read More »
FSM has a powerful scheduled payments feature that allows for easy creation of payment plans and auto renewing memberships. However, sometimes the credit card declines and a payment fails. Then what? Take one of the steps below. Scheduled payments can be found on the Finances ⇾ Scheduled Payments tab. From this page you can filter… Read More »
Inventory can be set-up to sell via the shopping cart or online via the Online Client. At this time the APP does not support Inventory purchasing. Shopping Cart Inventory Selling If a staff member has the group permission selected to see and use the shopping cart, they will be able to sell inventory. Edit Log… Read More »
FSM can be configured to automatically charge for late cancel or no-show based on membership type. If you have set this up properly, then you’ll see all upcoming “late cancel fees” that will be charged under Finance ⇾ Scheduled Charges. On this tab you’ll see the student name, the date the late cancel charge will… Read More »
Memberships on “auto-pay” or a monthly payment renewal are one of the very helpful features of FSM. Here are ways to put memberships on hold and things to watch out for. There are two types of Memberships holds to consider using, depending how you set up your auto-pay. Month (or multi-month) duration This style should… Read More »