Daily Use
- Creating a Payment Plan at Checkout
- Creating a Payment Plan at Checkout (video)
- Collecting Account Balances
- Reconciling a Charge with Payment
- Using Account Credit
- Refunds
- Memberships – Prorating a Month Free
- Memberships Holds
- Memberships – Deleting a Late Cancel Fee
- Inventory Selling
- Memberships – Scheduled Payments Failed
- Shopping Cart Discounts
- Checking Out
- Classes – Sub Instructor
- Sending Class Roster Emails
- Sending Individual Email
Employees/Staff
Finance
- Collecting Account Balances
- Creating a Payment Plan at Checkout
- Discount Coupons
- Memberships – Deleting a Late Cancel Fee
- Memberships – Scheduled Payments Failed
- Memberships Holds
- Payment Plans in a Sales Item
- Payment Processor Settings
- Reconciling a Charge with Payment
- Refunds
- Using Account Credit
- Fee for Late Cancel or No Show
Inventory
Live Class & On Demand
Messaging
Online Client
Pages
Private Lessons
Setting Up
- Creating a Monthly Membership
- Membership and Icons
- Payment Plans in a Sales Item
- Upsell in the OC shopping cart
- Pages Class & Sales Contracts
- Sales Item
- Package
- Product
- 1. Sales Item – Common Tab
- 2. Sales Item – Activation and Expiration Tab
- 3. Sales Item – Purchase Restrictions
- 4. Sale Item – Addional tab
- 5. Sales Item – Contract Tab
- Dashboard and Left Hand Menu customization
- Sales Tax set-up
- Unpaid Registration for Memberships
- Prerequisites
- Private Lessons
- System Wide Icons
- Inventory
- Party Registration via Private URL
- Online Private Lesson Booking
- Online Room Booking
- Membership and Icons
- Payment Processor Settings
- Settings for Gift Cards
- Fee for Late Cancel or No Show
- Seasons