Clients & Membership

How to filter credits on a Client profile?

Clients and Membership Audit Logs

How to remove/ delete client details and orders

New Clients and Memberships Page

Membership > How can new Members sign up online?

Memberships > adding a Membership Type to a Client profile

How to apply credits to an order?

Memberships > 'Recent charges' statuses

Memberships > Statuses and Actions Required

Memberships > Direct Debit Payment Method Statuses

Membership > Notifications

How to keep track of memberships?

How to add a picture to a Client profile?

How to see the Order history of a Client?

How to download your Membership details?

How to connect Membership Cards to your Member Profiles?

Membership Billing Period

How to add date of birth to a client profile?

How to view 'Applicable offerings' for credits on Client profiles?

How to download Membership receipts?

How to attach an existing active mandate to a new membership?

How to see the date/ time a mandate was created/ revoked?

How to manually check a guest in?

How to view a Client's Intake/Medical forms?