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Setting Up

Fee for Late Cancel or No Show

Fit Studio Manager can auto-charge a fee for a late cancel or no show based on membership type. Usually these types of fees are only charged to unlimited type memberships and are listed in the contract for that membership type. To set up: Background info: Create the membership categories Attach Icon/membership category to the sales… Read More »


Manually sending Contract or Agreement for signature

FSM has built in agreement/waiver and class/sales item contract features that will automatically require signature based on student account creation, registration or purchase. But sometimes you want to manually send something for signature, this help topic shows you how. You can use this to have staff sign policies or to have a smaller group of… Read More »


Pages Class & Sales Contracts

FSM has a setting area called “pages” where you can enter text to appear in different areas of the software. This includes your contracts as well as your waivers and agreements. Before you can use any of them in the system you first create them in the pages area. Settings ⇾ Pages This document will… Read More »


5. Sales Item – Contract Tab


4. Sale Item – Addional tab


3. Sales Item – Purchase Restrictions


Settings for Gift Cards

Use settings when setting up gift card functionality FSM has a robust gift card feature built into the software. But in order to make full use of it, you’ll want to make sure the following settings are turned on in your software. Global Settings All of these settings are under the “global settings” tab: Common… Read More »


Upsell in the OC shopping cart

When a client is checking out in the Online Client, if you set up an “up sell” a pop up window will appear and ask if they want the “upsell” product added to their cart. Set Item to be available for Up Sell Go to the sales item ⇾ purchase restrictions tab ⇾ “use as… Read More »


Product

Selling merchandise or products at your studio or online? Set up the sales item for products with these settings. Products are usually physical item. Set-up Sales Tax for Products There are two global settings that must be correct in order to collect sales tax for products. The first is under “Global Settings” ⇾ “Fees &… Read More »


Payment Plans in a Sales Item

Payment plans can be made for any purchase directly from the admin shopping cart but these don’t have contracts attached and students can’t create them. Add a payment plan to a sales item for the student to be able to select it and sign a contract with repayment terms directly in the Online Client or… Read More »