There are many ways you can manage your clients depending on what you are trying to do:
People Tab
Click on People on the right-hand menu bar:
On the People page, you are able to add clients to your clients list 2 different ways:
1. Add an individual email.
Click + Add new Client in the upper right-hand corner of the page
A pop-up will appear where you can add their first and last name and email. The client will have to create their own Recess.tv account, but you will have the ability to email them.
Press add to add the client to your list.
2. Import a CSV file of multiple clients.
From here you can see anyone who has interacted with your profile, send them an individual message, and see all their stats in one place. This is the easiest way to contact just one client. Read more about messaging here.
Click + Import Clients below the stats on the right side
After you click this, a popup will appear where you can upload a cvs file
On the People tab, you can also refund clients!
Press the three dots to the right of the page and select View Profile
Once you are on the Client's profile page, you will see two sections. The first section will be all of the products (memberships/packages) that the clients has purchased and the second section will be all of the classes (Virtual, VOD, IRL, and Private).
Go to the Product or Class that you would like to refund the client for. Click the three dots next to the product or class and select the desired refund option.
Cancel and refund
This removes the client from the class or product and refunds their original payment method
Cancel and don't refund
This removes the client from the class or product and does NOT refund their original payment method
Refund
This keeps the client in the class or product and refunds their original payment method
Class Roster:
You can add clients, remove clients or invite clients to a specific class from the roster. Just click on the specific class you are interested in.
To invite clients to your class go to the classes page (Live, IRL, or Private) and press the 3 dots on the right-hand side of the class and select View Class.
Now you are brought to the Class Details Page. Please scroll to the bottom of the page until you see Add People to Class
Select this option.
Next, you can type in the email or username to select the user you would like to add to the class
Once you select the user, you have the option to:
Invite the user to book the class
Invite the user for free
Use Package to book class
This option is only available if the client has an active package that includes private classes
Charge CC to add to the class
Next press confirm!
Reports:
From the reports tab, you can see info about all of your clients like a list of clients on membership, a list of VOD purchases, booking history, and more. These reports are updated instantly and can be searched by name or email.
All reports are powered by Metabase to give you real-time data for all of the important things!
