For Business Owners

Extensive knowledge base to help you with self-service support

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221 articles in this collection
Written by Mitch and Vicki Morillo
Classes

Bulk timeslot editing

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Written by Mitch
Updated over a week ago

How to bulk cancel classes

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Written by Vicki Morillo
Updated over a week ago

Cancelling a class and what happens to customers booked

How to cancel a single class
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Written by Vicki Morillo
Updated over a week ago

How to archive a class type

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Written by Mitch
Updated over a week ago

Link your class timetable to your calendar (iCal, Google & Outlook)

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Written by Mitch
Updated over a week ago

How to run one on one sessions

Run one on one classes. 1-2-1 sessions. Appointment scheduling. PT sessions.
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Written by Mitch
Updated over a week ago

Track your recurring reservations

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Written by Mitch
Updated over a week ago

Editing a recurring reservation

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Written by Mitch
Updated over a week ago

Managing recurring reservations

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Written by Mitch
Updated over a week ago

Make a recurring class reservation for a customer

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Written by Mitch
Updated over a week ago

Adjusting the class type visibility

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Written by Mitch
Updated over a week ago

Biweekly and Triweekly time slots for classes

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Written by Mitch
Updated over a week ago

Changing an existing class size limit

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Written by Mitch
Updated over a week ago

How do refunds work when a customer removes themselves from a class?

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Written by Mitch
Updated over a week ago

Add alternative pricing for certain class times

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Written by Mitch
Updated over a week ago

Allow customers to book onto classes that has already started

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Written by Mitch
Updated over a week ago

How to change the prices on your events and classes

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Written by Mitch
Updated over a week ago

How to delete a class timeslot

Delete a class timeslot from your schedule
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Written by Mitch
Updated over a week ago

Can I send my customers a direct link to a class?

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Written by Vicki Morillo
Updated over a week ago

Class prices - What is One Use Plus, and what can it be used for?

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Written by Vicki Morillo
Updated over a week ago

How to add an image to a class or membership description

Add an image to a class description or membership description
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Written by Mitch
Updated over a week ago
Customer Management

Transitioning to Forms and Fields

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Written by Mitch
Updated over a week ago

Adding an image to a customer's profile

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Written by Mitch
Updated over a week ago

FAQ: How to export customer marketing preferences

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Written by Mitch
Updated over a week ago

How to change/remove a payment method from a customer's membership

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Written by Mitch
Updated over a week ago

Make a recurring reservation from a customer profile

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Written by Mitch
Updated over a week ago

Setting your New customer criteria

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Written by Mitch
Updated over a week ago

Setting your Inactive Customer criteria

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Written by Vicki Morillo
Updated over a week ago

Apply a discount code to new customers only

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Written by Mitch
Updated over a week ago

Registering a customer for a class

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Written by Vicki Morillo
Updated over a week ago

Add an account credit to a customer profile

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Written by Mitch
Updated over a week ago

Editing a recurring class reservation

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Written by Mitch
Updated over a week ago

Upgrade or downgrade a membership on behalf of a customer

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Written by Mitch
Updated over a week ago

How to remove a discount code from a customers membership

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Written by Mitch
Updated over a week ago

Make a recurring class reservation for a customer (Class Type tab)

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Written by Mitch
Updated over a week ago

FAQ: Is it possible to undelete a deleted customer profile?

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Written by Mitch
Updated over a week ago

Deleting a customer profile

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Written by Mitch
Updated over a week ago

How to resend an invitation to a customer

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Written by Mitch
Updated over a week ago

How to change a membership start date and update the first payment

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Written by Mitch
Updated over a week ago

How do I email all of my customers from TeamUp?

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Written by Mitch
Updated over a week ago

How can I change the day my customer's recurring membership is billed on?

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Written by Mitch
Updated over a week ago

Adding a family member to an existing profile

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Written by Mitch
Updated over a week ago

Recording an extra usage against a customer's membership

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Written by Mitch
Updated over a week ago

Add a membership on behalf of a customer

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Written by Mitch
Updated over a week ago

How to put a customer membership on hold

Hold individual customer memberships. Freeze or pause the membership.
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Written by Mitch
Updated over a week ago

Cancelling a membership on behalf of your customer

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Written by Mitch
Updated over a week ago

Customise membership usage limits for a specific customer

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Written by Mitch
Updated over a week ago

FAQ: How can I make a partial refund on a customers payment?

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Written by Mitch
Updated over a week ago

Adjust your customers' account credit

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Written by Mitch
Updated over a week ago

Adjusting the billing date on a customers monthly membership

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Written by Mitch
Updated over a week ago

Overriding payment method defaults for individual customers

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Written by Mitch
Updated over a week ago

Adjust an upcoming payment for a customer

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Written by Mitch
Updated over a week ago

Add a payment method to a monthly membership for your customer

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Written by Mitch
Updated over a week ago

Using the payment flow on a customers profile

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Written by Vicki Morillo
Updated over a week ago
Triggers and Notifications

Notification types sent to the business

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Written by Mitch
Updated over a week ago

Updating your notification preferences

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Written by Mitch
Updated over a week ago

Add a late cancellation notification

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Written by Mitch
Updated over a week ago

Adding a pre/post class notification

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Written by Mitch
Updated over a week ago

Adding a pre/post course trigger and action

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Written by Mitch
Updated over a week ago

Membership purchase notifications

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Written by Mitch
Updated over a week ago

Automated Birthday Notifications

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Written by Mitch
Updated over a week ago

Customise your own email notifications

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Written by Mitch
Updated over a week ago

Editing a trigger or trigger action

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Written by Mitch
Updated over a week ago

FAQ: How to track when a trigger action has been sent

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Written by Mitch
Updated over a week ago

Introduction to pack running low notifications

Send an automated email when a customer's pack is running low. Prompt them to re-purchase or upgrade their pack.
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Written by Vicki Morillo
Updated over a week ago

How to create a Pack Running Low notification

How to set up an email to let your customers know that their pack is running low. Remind them to purchase another pack or suggest an upgrade
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Written by Vicki Morillo
Updated over a week ago

How to edit/delete a Pack Running Low notification

Editing/deleting Pack Running Low email notifications.
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Written by Vicki Morillo
Updated over a week ago

View and monitor your Pack Running Low notifications

Manage Pack Running Low notifications from your business dashboard.
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Written by Vicki Morillo
Updated over a week ago
Managing Payments and Billing

Update Membership For Sale Status

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Written by Mitch
Updated over a week ago

Which cards and payment types can I accept with Stripe?

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Written by Mitch
Updated over a week ago

Editing upcoming billing

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Written by Mitch
Updated over a week ago

Process a pending offline membership payment as an online bill

Convert an offline payment into an online bill.
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Written by Mitch
Updated over a week ago

Confirming, canceling and editing pending offline payments

How to manage your offline payments on TeamUp.
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Written by Mitch
Updated over a week ago

Creating Taxes and Fees

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Written by Mitch
Updated over a week ago

FAQ: How can I block a membership from being used when it has pending payments

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Written by Mitch
Updated over a week ago

Stripe - How long do payouts take?

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Written by Mitch
Updated over a week ago

Managing payment methods for different types of purchases

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Written by Mitch
Updated over a week ago

Resolving failed Direct Debit payments with GoCardless and TeamUp

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Written by Mitch
Updated over a week ago

How to change your incoming bank account (Stripe)

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Written by Mitch
Updated over a week ago

How to change your incoming bank account (GoCardless)

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Written by Mitch
Updated over a week ago

Unskip previously skipped membership payments

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Written by Mitch
Updated over a week ago

GoCardless - How long do payouts take?

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Written by Mitch
Updated over a week ago

Can I cancel a pending payment (GoCardless)?

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Written by Mitch
Updated over a week ago

How to make refunds

How can I refund a customer?
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Written by Mitch
Updated over a week ago

Managing cash payments with TeamUp

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Written by Mitch
Updated over a week ago

Does TeamUp integrate with any accounting software i.e. Quickbooks, Xero, Sage?

Use TeamUp reports to import data into your accounting software. Automations with GoCardless and Stripe also exist.
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Written by Mitch
Updated over a week ago

Understanding Open Invoices

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Written by Vicki Morillo
Updated over a week ago

What can you do with Open Invoices?

What are open invoices? Why are my payments pending? What happens when a payment fails?
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Written by Vicki Morillo
Updated over a week ago

Open invoices - Pending

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Written by Vicki Morillo
Updated over a week ago

Open Invoices - Pending Offline

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Written by Vicki Morillo
Updated over a week ago

Open Invoices - Bills

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Written by Vicki Morillo
Updated over a week ago

Open Invoices - Failed

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Written by Vicki Morillo
Updated over a week ago
Reporting

An overview of reporting

How to generate reports on TeamUp.
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Written by Mitch
Updated over a week ago

Reports - Class Attendances

How can I view the average number of attendances? Which customers haven't shown up for class? How can I see who's late-cancelled?
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Written by Vicki Morillo
Updated over a week ago

Reports - Customer Birthdays

See upcoming customer birthdays
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Written by Vicki Morillo
Updated over a week ago

Reports - Customer Referrals

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Written by Vicki Morillo
Updated over a week ago

Reports - Slipping Away

Track customers who haven't been attending class lately.
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Written by Vicki Morillo
Updated over a week ago

Who's missing? Who's not showing up?

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Written by Mitch
Updated over a week ago

Other Customer Reports

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Written by Vicki Morillo
Updated over a week ago

Reports - Memberships

View a list of memberships currently on hold, see how many active memberships you have, how many people cancelled their membership, and more
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Written by Vicki Morillo
Updated over a week ago

Reports - Store orders

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Written by Vicki Morillo
Updated over a week ago

Reports - Field Changes

See customer field changes at a glance
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Written by Vicki Morillo
Updated over a week ago

Searching for new customers

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Written by Mitch
Updated over a week ago

Download Pending and Upcoming Payments

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Written by Mitch
Updated over a week ago

Reports - Discount Codes

How many people have used a discount code? How many discount codes has a customer used? Is there a discount codes report?
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Written by Vicki Morillo
Updated over a week ago

How to determine revenue per class type or per instructor

Determine revenue per class or per instructor
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Written by Mitch
Updated over a week ago

Generate a membership duration report

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Written by Mitch
Updated over a week ago
Managing your booking and registration settings

Waitlist settings

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Written by Mitch
Updated over a week ago
FAQ's

How to book a demo of TeamUp

Book a demo for a screen share run through of TeamUp
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Written by Mitch
Updated over a week ago

How do I stop customers from being able to buy a membership?

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Written by Mitch
Updated over a week ago

FAQ: Why can't my customer book a particular class

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Written by Mitch
Updated over a week ago

How to track and action no shows

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Written by Mitch
Updated over a week ago

How to edit your business name

Change the business name show to business users and customers
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Written by Mitch
Updated over a week ago

FAQ: How does GoCardless keep your payment details safe?

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Written by Mitch
Updated over a week ago

FAQ: My calendar only shows events for the next 20 weeks

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Written by Mitch
Updated over a week ago

FAQ: When opening .CSV file all data appears in one column

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Written by Mitch
Updated over a week ago

FAQ: What is 'credit from past subscription'?

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Written by Mitch
Updated over a week ago

FAQ: How can I download a list of all class attendances

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Written by Mitch
Updated over a week ago

FAQ: Are my customers' payment details safe

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Written by Mitch
Updated over a week ago

How do I add another business account?

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Written by Mitch
Updated over a week ago

What do the customer profile icons represent? - mobile version

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Written by Mitch
Updated over a week ago

What is Kiosk and how is it used?

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Written by Mitch
Updated over a week ago

How do I share TeamUp with other businesses?

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Written by Mitch
Updated over a week ago

Will my customers receive a receipt after making a purchase

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Written by Mitch
Updated over a week ago

FAQ: How are service fees calculated

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Written by Mitch
Updated over a week ago

How do I cancel my TeamUp account?

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Written by Mitch
Updated over a week ago

Setting up digital waivers

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Written by Mitch
Updated over a week ago

Contact Us

How do I contact TeamUp?
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Written by Mitch
Updated over a week ago