Relationships

Relationships - Overview and FAQ
Did you know you're able to allow packages to be shared by groups of people such as family, and friends? Instead of requiring each client to maintain a...
Wed, 18 Aug, 2021 at 4:11 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, let's define some terms...
Wed, 18 Aug, 2021 at 4:17 PM
Relationships - Getting Started Guide (Step 2 - Package Sharing)
STEP 2 - PACKAGE SHARING Package Sharing lets you turn on or off, the ability for clients to share their packages with other accounts linked to them. Thes...
Wed, 3 Nov, 2021 at 2:05 PM
Relationships - Getting Started Guide (Step 3 - Creating Relationships)
STEP 3 - CREATING RELATIONSHIPS The first step in creating a relationship is to first head to your Customers List. Pick the client/customer you'd like...
Wed, 3 Nov, 2021 at 2:12 PM
Relationships - Getting Started Guide (Step 4 - Purchase Shared Packages for Clients and their Relationships)
STEP 4 - Purchase a Shared Package for your Clients/Relationships Now that you've got your client and their new relationship, you might want to purcha...
Wed, 3 Nov, 2021 at 2:33 PM
Relationships - Getting Started Guide (Step 5 - Book your Client or their Relationships)
STEP 5 - BOOKING YOUR CLIENT AND/OR THEIR RELATIONSHIP ACCOUNTS Now that we've got a client, their relationship added, and a shared package purchased,...
Wed, 3 Nov, 2021 at 3:02 PM
Relationships - Client Bookings!
The Relationships feature lets you and your family members and friends share any shareable packages or memberships offered by the business you've signe...
Wed, 3 Nov, 2021 at 3:08 PM
Relationships - Appointment Bookings!
Your clients have the ability to book themselves and their relationships into CLASSES (see Relationships - Client Bookings). Your clients can also book them...
Wed, 3 Nov, 2021 at 3:13 PM
Business Guide: Waitlist for Relationships
You can book your clients' Relationships into the Waitlist, here's how... You can set this up on the Session Profile. To do this, click the cl...
Wed, 3 Nov, 2021 at 3:17 PM