Union Glossary of Terms
Welcome to Union! We've put together this glossary to help you navigate our platform and understand the terminology we use. Whether you're new or seasoned, consider this your go-to guide:
| Copper or Pipedrive | These are both CRMs that Union integrates with to easily track leads. |
| Customer.io | Email marketing software integrated with Union. Contact support@union.fit for setup. |
| Events | Different types of meeting-based offerings: recurring classes, one-time events, trainings, or workshops. Add new events under 'Manage Events' in the Events tab. |
| Event Categories | Define which passes, subscriptions and payment plans can be used for payment or registration. Also used for event and replay filtering. |
| External Video Call | Integration of video conferencing platforms (e.g., Zoom, Google Meet) for hosting events. |
| Feedback | Customers provide ratings and comments after watching a live-streamed event or replay. |
| Landing Pages | Marketing tools for clean sign-ups for specific passes or offerings. |
| Leads | Collection of individuals who have filled out your Union Lead Form or linked to Copper/Pipedrive. |
| Livestream | Real-time HD events with interactive presenter chat. Automatically saved/uploaded to your Union Replay library. |
| Locations | The physical location of your studio. The address will determine the timezone for all associated 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 of a specific performance. To see all notifications that have been sent out, hover over People and then select Notifications. |
| Org | Look in the mirror, 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 to charge a credit card failed when collecting payment for a subscription or payment plan. 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. Payments are retried a total of 4 times. |
| Payment Plan | Payment Plans are a fixed number of payments over time, typically used for higher-ticket items like trainings. Can also be used if you have an offer that auto-renews for a fixed period of time and then stops. |
| People | People include every person who has interacted with your org, and you can filter by their Role. |
| Performances | Performance is a specific class or session within an Event. Livestreams, Video calls, and In-Person videos are called performances. These are real-time events. |
| Public Page | Your Union 'home page' that shows your schedule, replays, events, and an About page. |
| Registrations | When a student signs up for a class or a replay they are then registered to attend the performance or watch the replay. |
| 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 video or audio coming from a Livestream or manual upload. Access to Replays is defined by Event Categories. |
| Reports - Estimated | In your Teacher performance and replay reports, you'll see a column for Estimated. Estimated revenue is only shown for auto-renewing Subscriptions and Payment plans, and will settle when the current period closes. For example, if a customer has a subscription that renews on the 1st of the month, and you are looking at payroll for a performance that occurred on January 15th, it will be settled on February 1st. |
| Reports - Settled | The final amount of revenue attributed to a specific registration. |
| Revenue Categories | Revenue Categories allow you to group your revenue simply by grouping organized transactions across different passes, subscriptions, and payment plans. |
| Roles | A role has a group of permissions that give you access they need to perform their responsibilities but can limit access to things they don't need. Default rules include Admin, Teacher, Frontdesk, Producer, and Attendee, and you can create as many custom roles as you need specific permissions. |
| Series | A series event allows your customers to register for all performances in an event with one purchase. This is best used for workshops and trainings where you want your students to register for all occurrences within the event versus just one. You can enable this feature when building or editing any event. |
| Spaces | Physical or virtual rooms within a Location. Teachers, cameras, and performances are associated with a specific location. Spaces share the time zone of the Location they are associated with. Learn more about Locations and Spaces |
| Subscription | Subscriptions allow access to offerings you define through categories and have 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 bell in the upper right-hand corner when signed into your Union account as an admin. |
| Union Video Call | Union's internal video call feature where you can see up to 16 participants and communicate with them in real-time (similar to Zoom). These are recorded in HD and are automatically uploaded to your Replay Library. NOTE: This is still in beta. Please reach out to support@union.fit if you would like to be part of the beta testing. |
| Upload Marketing List | Allows you to upload a customer list to Union and connect it with Customer.io for email and text marketing. |
| Video Delivery | The sum of all customer video minutes watched, whether Livestream viewing or replays. |
| 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 performances that are full. Customers will receive a text message with a link to register when spots open up. |
| Widgets | Widgets allow you to show your upcoming schedule embedded on your website. |