Member Management
Everything you need to know about managing your member information
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