Member Management
Everything you need to know about managing your member information
By Maria and 2 others3 authors33 articles
- How do I add members to my Studio?
- Can I add custom fields to a client profile?
- Can we assign members to coaches?
- What do member statuses mean?
- What are member statuses?
- How do I view members' appointments & classes?
- How do I record Member Notes?
- How do I add a custom member field?
- How do I customize Member Reports?
- How do I remove a member?
- How do I do Covid-19 Vaccination Verification through Xplor Studio?
- How do I assign a Package to a member?
- Where do I find a customer's membership information?
- Does a coach have the ability to pause their member's Membership?
- How do assign a Membership to a member?
- How do modify Credits of Packages/Memberships?
- Understanding Bookings Credits: 'Carryover Unused Sessions/Classes' and 'Expiring Credits'
- How do I set a member's payments to be paid for by another member?
- How do I skip scheduled payments?
- How do I see a customer's payment method on file?
- How do I bill to a customer's account?
- How do I give my customers In Credit funds?
- How do I re-send an invoice?
- How do I refund a payment?
- How do I create a custom invoice?
- How do I apply credit to a customer?
- How do I create, send, & track invoices?
- How do I assign a payment against an invoice?
- How do I send payment receipts?
- How do I view members' account balances?
- How do I edit an upcoming invoice?
- Using a Credit Balance to buy Packages and Products