Relationships

Relationships - Overview and FAQ
Welcome to our newest feature, Relationships! Now you're able to share your business memberships and packages with groups of clients, including familie...
Fri, 18 Oct, 2019 at 12:49 PM
Relationships - Getting Started Guide (Step 1 - How does it Work?)
STEP 1 - RELATIONSHIPS - How do they work, what is it, and some definitions. Before we get into the fun part of relationships, lets define some terms and e...
Fri, 18 Oct, 2019 at 12:51 PM
Relationships - Getting Started Guide (Step 2 - Setup)
STEP 2 - TURNING ON RELATIONSHIPS The first step in using the new RELATIONSHIPS feature is to get it activated! As this is a limited release for businesses...
Fri, 18 Oct, 2019 at 1:04 PM
Relationships - Getting Started Guide (Step 3 - Package Sharing)
STEP 3 - PACKAGE SHARING You'll notice that you now have Package Sharing enabled for your business. What does that mean? Package Sharing lets you tur...
Mon, 18 Nov, 2019 at 11:56 AM
Relationships - Getting Started Guide (Step 4 - Creating Relationships)
STEP 4 - CREATING RELATIONSHIPS The first step in creating a relationship is to first head to your Customers List. Pick the client/customer you'd lik...
Mon, 18 Nov, 2019 at 1:16 PM
Relationships - Getting Started Guide (Step 5 - Purchase Shared Packages for Clients and their Relationships)
STEP 5 - Purchase a Shared Package for your Clients/Relationships Now that you've got your client and their new relationship, you might want to purch...
Mon, 18 Nov, 2019 at 1:27 PM
Relationships - Getting Started Guide (Step 6 - Book your Client or their Relationships)
STEP 6 - BOOKING YOUR CLIENT AND/OR THEIR RELATIONSHIP ACCOUNTS Now that we've got a client, their relationship added, and a shared package purchased...
Mon, 18 Nov, 2019 at 2:13 PM
Relationships 2.0 - Client Bookings!
You're probably aware that we released Relationships - a new feature that lets your clients have family members, kids, friends, all share/access their ...
Wed, 16 Oct, 2019 at 2:27 PM
Relationships 3.0 - Appointment Bookings!
We've previously added the ability for clients to book themselves and their relationships into CLASSES (see Relationships 2.0 - Class Bookings).  Now, ...
Mon, 18 Nov, 2019 at 2:22 PM