Articles in this category

How can I export the list of registrants in a session?

Export registration list

How do Offline Payments work?

Overview of Offline Payments and Convenience Fee Structure

How do Payment Plans work?

Overview of Payment Plans

How do Waitlists work?

Streamline Your Program Registration with Waitlists

How does Attendance Tracking Work?

Easily track program attendance

What are private sessions and how do they work?

Set availability on your calendar and allow users to book with you

Where can I see a list of my sessions?

List of Active, Completed and Cancelled Sessions

A customer has called me and asked for a refund, how can I find a list of programs they have registered for?

Customer View

How do I create a private session for users to book?

Learn how to set up your calendar and create private session packages

How do I enable attendance tracking?

Turn on attendance tracking

How do I enable offline payments?

Enabling offline payments

How do I enable payment plans?

Set up payment plans

How to enable Waitlists?

You can enable the waitlist feature in two ways: when you are first creating a new session or for a session that is already active.

Where can I see the list of people registered for a session?

Registration List

How can I identify payment plan registrations and their status?

Users with payment plans

How can I update the details of my private session once its live?

Update private session details

How do I export a list of all my customers?

Export all customers

How do I identify offline payment registrations?

Users who've selected offline Payments

How do I mark attendance?

Mark users as Present or Absent

Where can I see what answers people have selected during registration?

Answers to Question Set

Where do I see the list of users on the waitlist?

View the list of users on the waitlist

A staff member manages my programs onsite. How can they track attendance?

Onsite Attendance tracking

How do I invite a user on the waitlist to register for the session?

Send invites to waitlisted users.

How do I refund an installment part of a payment plan?

Refund payment plan installments

I've received an offline payment, how do I record it on the platform?

Record offline payments

Where can I see a list of people who have signed up for my private lessons?

Registration list for private lessons

Where can I see when people accepted clauses during registration?

Clauses

How do I export my attendance tracking data?

Export Attendance Tracking Data

How do I refund a session either partially or fully?

Refunds

If an installment fails, how can the user update the payment method?

Update Payment Method

Where can I see a list of all my upcoming private sessions?

List of upcoming private sessions

How do I update information for a live session?

Make changes to sessions that are currently live

The user reached out to me and would like to reschedule their private session. How do I do this?

Steps to reschedule a private session

What happens if a user does not update their payment method after a failed installment?

Payment method not updated after failed installment

How can I update the number of spots in my session after it has been scheduled?

Update Slots

I have completed a private session, how do I mark it as complete in the app?

Mark a private session as complete

How can I add a note or comment to an individual registration?

Add notes or comments to people on your registration list

User has purchased a multi-session package of private lessons. We've completed the first session. How do I schedule the next session?

Schedule the next session in a multi-sessions package

How do I move a registration from one session to another?

Move user registrations from one active program to another

User does not want to use online payments and wants to pay me offline. How do I handle this?

Manual registrations to deal with offline payments

A user has registered for my program and would like to purchase an add-on item from me. Can I invoice them?

Send an invoice to registered participants.