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New Back Office
New Back Office
Page overviews, terminology updates and new navigation
50 articles
Getting Started
Sharing feedback when you switch back to the Classic Back Office
Terminology changes in the new Back Office
Navigating the new Back Office
Staff permissions in the new Back Office
Faster and smarter member search
How to control what staff see on the Home page of the New Back Office
Calendar, Scheduling and On-Demand
Calendar (Classes tab)
Calendar (Appointments tab)
Calendar - Series
Creating a series
Creating a hidden class on your members' calendar
Series types
On-Demand
Create a group class
Edit venues and add spot selection
Bookings & Attendance
Book a client into a class
Waitlist management
Take attendance for classes
Marketing & Automation
Message a client from the Inbox
Create a campaign
Create an automation
Create and manage a segment
Use prebuilt segments to target the right clients
Segment filters
Smartfill (beta): fill more of your classes
Sales & Payments
Bill and take payment with Quick sell
Services
How to hide financial information from staff on the Home page of the New Back Office
Products
Membership billing
Create and manage memberships
Create and manage passes
Settings
Get more from aggregators, on your own terms
Client Display settings
Aggregator revenue
Aggregator class status
Aggregator connections
Reporting
How to use a Report
Reports: Access Control
Reports: Bookings
Reports: Carts
Reports: Services
Reports: Clients
Reports: Client Referrals
Reports: Expenses
Reports: Invoices
Reports: Memberships
Reports: Passes
Reports: Payments
Reports: Purchases
Splitting date and time in Excel
