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.
- Refund Payment
- Welcome to CodexFit - front of house teams
- Adding a Customer & Payment Card
- Updating a Customer Profile/Account & Card
- Purchasing for a Customer
- Buying a Plan/Membership for a Customer
- Booking a Customer into a Class
- Using Quick Check In
- Using Quick Buy
- Managing Waitlist
- Swapping Credits
- Rebookings
- How to Immediately Pause a Membership
- Managing a Customer's Subscription/Membership
- Adding/Using Customer Notes
- Cancelling a Customer's Booking
- How to Recover a Deleted Account
- FAQs & Troubleshooting: Accounts, Billings, Plans and Credits