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  • Admin Guides
  • User Guides
  • Getting Started (as a teacher or admin)
  • Working with Events and Passes
  • Orders and Payments
  • Integrating with External Services
  • Livestream & Replay Events
  • Marketing Tools

Members & Roles

Working with your member's Union accounts and different Union roles.

  • So, Your Customer Created an Account but Needs to Be Assigned to Your Org
  • Cancel a Customer's Subscription (as an Admin)
  • Cancel a Pass for your Customer
  • Showing a Pass on the Passes Page vs. Access Codes
  • Managing Waivers
  • Send Unsent Invites
  • Union Discounts and Access Limits
  • Email/Marketing Sign-Up Widget
  • Edit Start Date or Expires Date for a Pass
  • Booking an Appointment (Customer Experience)
  • Enable Customers can Late Cancel
  • Add Notes to a Member Account
  • Apply an Account Balance in the Register
  • Account Balance History
  • Manually Edit an Account Balance
  • Self-Service Check-In Settings
  • Add or Edit a Teacher's Profile Page (as an Admin)
  • Add a Client to the Waitlist
  • Unpaid Orders/Pay Later
  • New Accounts in Union
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Categories

  • Getting Started: Setup Tasks
  • Union Glossary
  • Migrating Data to Union
  • Events and Performances (Classes)
  • Appointments
  • Pricing
  • Members & Roles
  • Union Settings
  • Payments and Register
  • Union Marketing Tools
  • Reports
  • Union Payroll
  • Replays
  • Livestream
  • Streaming with Union Broadcaster
  • Troubleshooting Union Broadcaster
  • Streaming with OBS
  • Troubleshooting OBS
  • Streaming with Larix Broadcaster
  • Live Zoom Classes
  • Customer.io
  • More Union Tools
  • Branded Websites
  • Client and Customer Support
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