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Admin/Coach FAQ
Admin/Coach FAQ
How do I pause or cancel a Membership?
Creating a Questionnaire
Logging Transactions (Cash, Check, etc) Paid Outside of Chalk It Pro
Creating and Managing Coupons and Discounts
How do I make a member a Coach or Admin?
How do I create a single Invoice?
How do I charge a New Customer?
How do I migrate members from a different platform?
Sub Accounts and Kids Profiles
How do I prorate a membership?
How do I adjust the billing cycle date?
How do I renew an athlete's punchcard?
How do I link one payment account for multiple profiles?
How do I prevent specific athlete's from purchasing from the store?
How do I refund a paid invoice?
How do I get new members into the app?
What are QR codes used for?
How do I create a one class free trial?
Can I offer ACH payments?
Can I create links to purchase memberships?
Can I create custom body measurement categories?
What are leads?
Can I set-up a one-time invoice to be billed in the future?
Are drop-ins members or leads?
Where can members list their emergency contacts?
What's the difference between Banners and Announcements?
How to I track ARM (Average Revenue per Member)?
Can I do a pre-order through the store?
How do I calculate payroll for my coaches?
How do I see my billing report?
Can I add a set-up fee for memberships?
Can we surcharge for processing fees with Stripe?
Can I set-up a multiple drop-in plan?
Can we see future payments?
Suspend, Inactive, Payment Issue, and Delete Members
How do I manage gift card sales?
How do I merge duplicate accounts?
Can I release my workouts at a specific time?
Can I post our class calendar to our website?
Can I create a class that does not count towards membership limits?
How do I add a one-time class to the schedule?
How do I edit or cancel a class for a one-time occurrence?
How do I schedule a Workout Program to a track?
Can I create a Workout Program from an existing workout?
What is the best practice to set-up and manage Personal Training (PT) clients?
How do I set-up and manage remote training clients?
What are the Class Limits and Options?
Can I add videos to Chalk It Pro?
Where do I find birthdays and anniversary dates?
Can I live stream my class?
How do I track attendance?
How do I track no shows and cancellations?
How do I keep track of attendance for check-in clubs?
How do I run a report for coached classes?
How do I run report for one member?
How do I add a coupon to existing membership?
How do I record cash payments for Memberships?
Can I run challenges for my gym?
Can I create client goals in Chalk It Pro?
How do I set-up my Check-in Kiosk?
How do I build out an area for Assessments?
Can I force an invoice payment through?
What are billing cycles and intervals?
'Coaching Schedule' Tab
Can I log results for my clients?
How do I upgrade or downgrade memberships during a billing cycle?
What are tags and how can I use them?
What's the difference between linking payment and Sub Accounts?
What happens when I change prices on memberships, store items, taxes, and discounts?
How do I change the programming weight units - kgs vs lbs?
Coach notes for workout programming
Viewing and Editing Results and Scores for a Workout
Maximizing Calendar for Tracking Tasks