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Setting Up

Dynamic Pricing for Auto Renews

DYNAMIC PRICING, allows you to change the price after a set number of renews. This is created under the sales item. To use Dynamic pricing, first create the sales item. Save it. Then go back in and go to the “Activation and Expiration” tab and “after expiration set “auto renew”. New options will automatically appear.… Read More »


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 »