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All Customers
All Customers
Useful articles that cover functionalities within your All Customers section
+4
35 articles in this collection
Written by
Support Team,
Steve Saldana,
Kevin Cassidy
and 4 others
All Customers - Overview
Customer control center - Manage, your customers change their payment method, add additional users and much more!
Written by
Renee
Updated over a week ago
Imported Payment Methods
Written by
Support Team
Updated over a week ago
Disable Member App Access
Learn how to disable a cancelled members app access
Written by
Renee
Updated over a week ago
Export Information in All Customers
Export information from the All Customers section.
Written by
Kayleona Lucero
Updated over a week ago
Participants
Participants - Overview
Browse through all your Participant Profiles, send out communications, and view their registrations, payments, notes, and custom fields
Written by
Megan Baker
Updated over a week ago
Manage Your Participants - Trials
View, edit, and manage all Trial registrations
Written by
Megan Baker
Updated over a week ago
Manage Your Participants - Programs
View, edit, and manage all program registrations
Written by
Megan Baker
Updated over a week ago
Manage Your Participants - Events
View, edit, and manage all event registrations
Written by
Monté Brown
Updated over a week ago
Participant Profiles
View your participants' registrations, payments, notes, and custom fields
Written by
Megan Baker
Updated over a week ago
How To: Merge Participants
Learn how to merge and combine duplicate participants in your All Customers Buyer Profile
Written by
Megan Baker
Updated over a week ago
How To: Delete a Participant
Written by
Megan Baker
Updated over a week ago
How To: Add a Participant Picture
Learn how to add a photo to your participant's profiles
Written by
Megan Baker
Updated over a week ago
How To: Add Participant Custom Fields
Add custom registration fields to your participants
Written by
Megan Baker
Updated over a week ago
Membership Migration
Programs - Membership Migration
Transferring Members to MyStudio via our Automation System
Written by
Kevin Cassidy
Updated over a week ago
Programs - Pending Migration
An in-depth look at all the features available in Pending Migration
Written by
Megan Baker
Updated over a week ago
Programs - Automated Migration Emails
Set Up, Edit, and Send Automated Migration Emails to Migrated Members
Written by
Megan Baker
Updated over a week ago
Participant Management
Programs - Membership Transfers
Written by
Steve Saldana
Updated over a week ago
Programs - Cancel a Membership
Updating a members status from Active to Cancel.
Written by
Kevin Cassidy
Updated over a week ago
Programs - Placing Members On Hold
Learn how to place your members on hold.
Written by
Kayleona Lucero
Updated this week
Events - Cancel and/or Refund an Event
This will teach you how to refund an event.
Written by
Renee
Updated over a week ago
Events - Mass Rank/Level Update Automation
Automate registration and management for rank/level events
Written by
Support Team
Updated over a week ago
How To: Change a Membership Payment Date
Open Enrollment Structure
Written by
Steve Saldana
Updated over a week ago
Leads
Leads - Overview
Written by
Megan Baker
Updated over a week ago
Leads Settings
Learn about your settings with your Leads section
Written by
Renee
Updated over a week ago
How To: Manually Add One Lead
Written by
Support Team
Updated over a week ago
How To: Import a List of Leads
Written by
Support Team
Updated over a week ago
How To: Get Leads from other Platforms into MyStudio
Use Zapier WebHook Action to send information captured from other platforms (Facebook, Manychats, etc.) into your MyStudio Lead list.
Written by
Support Team
Updated over a week ago
Primary Customers
Primary Customers - Overview
Written by
Megan Baker
Updated over a week ago
Primary Customer Profiles
View all of the functions and features of the Buyer Information Section in All Customers
Written by
Megan Baker
Updated over a week ago
How To: Add Registrations to Primary Customers - The "Plus" Button
Use the + button to add memberships, trials, retail, and other registrations to your primary customers
Written by
Megan Baker
Updated over a week ago
How To: Merge Primary Customers
Merge two existing accounts in your All Customers Section
Written by
Megan Baker
Updated over a week ago
How To: Merge Accounts to Delete Unwanted Buyer Profiles
How to merge and delete a buyer profile from your All Customers section
Written by
Kayleona Lucero
Updated over a week ago
Additional Users
Additional Users - Overview
Written by
Megan Baker
Updated over a week ago
How To: Add an Additional User
How to add additional users in All Customers.
Written by
Kayleona Lucero
Updated over a week ago
App Users
App Users - Overview
Written by
Megan Baker
Updated over a week ago