Accounts, Billings, Plans and Credits
After setting up your Codexfit, it is important to help the front of house navigate their way around how to interact with customer accounts. You can also find everything else related to customer accounts and billing here.
- Welcome to CodexFit - front of house teams
- Transferring Credits
- How to Send an Invoice
- Using Terminal
- Refund Payment
- Adding a Customer & Payment Card
- Updating a Customer Profile/Account & Card
- Purchasing for a Customer
- Buying a Plan/Membership for a Customer
- Managing a Customer's Subscription/Membership
- Failed Subscription Payments
- Booking a Customer into a Class
- Using Quick Check In
- Using Quick Buy
- Managing Waitlist
- Swapping Credits
- Rebookings
- How to Immediately Pause a Membership
- Adding/Using Customer Notes
- Cancelling a Customer's Booking
- How to Recover a Deleted Account
- FAQs & Troubleshooting: Accounts, Billings, Plans and Credits