Union Glossary of Terms
At Union, we’ve created a whole new way to do business and that includes a few new terms you might not be familiar with. Think of this as your Urban Dictionary for your favorite business management platform.
| Copper or Pipedrive | These are both CRM's that Union integrates with to easily track leads. |
| Customer.io | The email marketing software that union integrates with. Contact Support@Union.fit to get set up. |
| Events | Events are the different types of offerings you have. These can be ongoing events or one-time events. You can add new events under Manage Events in the Events tab in your dashboard. |
| Event Categories | Categories link together passes and events. This allows you to have one pass link to 5 different events by simply choosing the category that all those events are under. |
| External Video Call | If you are using a video conferencing platform (i.e. Zoom, Google Meet) to host your class. |
| Feedback | Allows you to see how customers viewed your video. They'll give each class a rating based on the teacher, video quality, and audio quality with the ability to leave notes too |
| Landing Pages | Used as a marketing tool, landing pages create a clean way for you to send students to sign up for a specific pass. |
| Leads | If you share the Union Lead Form to collect information or link to Copper or Pipedrive, then you'll also see leads under the People tab in your dashboard. This is a collection of everyone that has filled out your form. |
| Livestream | Streaming or Livestream are all used to depict a video that is broadcasted and recorded in real-time. Currently, these are one-way recordings, not yet group sessions. By default, these HD videos are automatically saved/uploaded into your Union Replay library. |
| Locations | The physical location of your studio. The postal code will determine the timezone for all associating spaces. A location address will only show publicly if it is an in-person class. Learn more about Locations and Spaces |
| Notify Attendees | A feature that allows you to quickly notify all attendees or registrants of a specific performance when signed in to Union as an admin. To see all notifications that have been sent out, hover over People and then select Notifications. |
| Org | That's YOU! Orgs are the organizations that use Union for their business. |
| Pass | Passes allow access to performances and replays but do not auto-renew. Examples:
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| Past Due | An attempt at charging a credit card has occurred but the card doesn't work. Your customer is then notified that their card on file isn't active and has some time to fix the mistake before their benefits are removed. |
| Payment Plan | Payment Plans are a fixed number of payments over time for larger total amounts. |
| People | People include every person that has interacted with your org. This is broken down by admins, owners, teachers, and attendees. |
| Performances | Performance is a specific class or session within an Event. Livestream, Video calls, and In-Person videos are called performances. These are in real-time events. |
| Public Page | This is the page that your customers will see |
| Registrations | When a student signs up for a class or a replay they are then registered to attend or watch said class or video. |
| Restream | If a student is registered to attend a Livestream, and there were no major interruptions during the Livestream, for a period of 24 hours after the class ends the student can restream the class by visiting their Past Registrations. Access to this private video replay does not require them to attend the Livestream. |
| Replays | Replays are media that originated from a Livestream or uploaded class. These can also be called on-demand videos and are accessible by your passes and subscriptions through event categories. |
| Reports - Estimated | In your Teacher performance and replay reports, you'll see a column for Estimated. This is a predicted amount you'll make when the time period for this payroll closes |
| Reports - Settled | The final amount earned by that specific class. |
| Revenue Categories | make reporting easier by building your own revenue categories which organize transactions based on different passes, subscriptions, and payment plans |
| Roles | These are the permissions you set up around different people in your org. Admin, Teacher, Frontdesk, Producer, and Attendee are already set up for you but if you have other roles in your business you can create new roles too. |
| Series | A series event allows your customers to book all performances within your event in one fell swoop. This is best used for workshops and trainings where you want your students to register for all occurrences within the event. You can enable this feature when building or editing any event. |
| Spaces | Various rooms, “virtual rooms”, teachers, cameras, and are associated with a specific location. Learn more about Locations and Spaces |
| Subscription | Subscriptions allow access to performances and replays with ongoing automatic payments. |
| Tickets | Tickets are directly tied to the specific event you are creating. They cannot be used by your customers for anything else. Most businesses use Tickets for special, unique, one-time workshops. |
| Union Updates | When the engineering team rolls out new features, you will see a red bell in the upper right-hand corner when signed into your Union account as an admin. |
| Upload Marketing List | To upload your old email list to Union and connect it with Customer.io you can use Upload Marketing List. |
| Video Delivery | The sum of all customer video minutes watched, whether Livestream viewing or replays (video’s created in the past) |
| Video Usage | This is the amount of time spent encoding (recording and processing) your video. A one-time fee is charged per minute of encoding time. |
| Waitlists | Waitlist lets people sign up for In-Person events that are full and get notified when spots open up |
| Widgets | Widgets allow you to show your upcoming classes right on your site |