Knowledge Base
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Welcome to Glofox
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Initial Setup
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Welcome to Glofox
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Staff & Business Settings
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Staff
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How do I restore deleted Trainers, Admins & Receptionists?
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How do I add an Admin user to my account?
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How do I set up a Trainer to take bookings?
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Can different staff users have different Access levels in the Dashboard?
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How do I change a staff member's password?
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How do I create a staff Member?
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How do I reset my Admin password?
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What are the different staff roles?
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How do I restore deleted Trainers, Admins & Receptionists?
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Business Settings
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Editing background & text color for email templates on Silver and Gold packages
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What if I want to book someone into the class, but the class is already full?
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How to configure settings and features in your second location
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How do I know when a new Member has signed up?
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How do I set my studio address?
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How do I work the Calendar filters?
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How do I change the Time and Date format of my dashboard?
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How do I set Terms & Conditions?
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How do I check that my Settings are correct?
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What can I do from the Calendar view?
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How do I set the opening hours of my business?
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Editing background & text color for email templates on Silver and Gold packages
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Classes, Courses & Appointments
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Classes
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Can clients book in for a class on the check-in Kiosk?
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What happens to bookings if I delete a Class?
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How can I create a free class?
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How to get the most from the Event Attendance View
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How do I add an image to a class?
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How do I allow clients to cancel late?
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How to change the trainer for a specific time slot?
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How do I download my class booking / attendance list?
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How Do I Set a Time Slot from a Class Schedule to Private?
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How Do I Add a Single Class to my Schedule?
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How Do I Set my Class to Start at a Future Date?
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How Do I Edit A Class?
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How Do I Delete A Class?
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How do I cancel an individual Class?
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How Do I Send A Group Message to a Class?
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How Do I Create A Class?
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How do I book a member into a Class?
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How do I list a Class In my dashboard, but not In my Member App?
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How Do I Set Booking Windows & Cancellation Rules?
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How do I substitute a Teacher Or Trainer for a class?
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How to limit number of bookings a client can make per hour/day/week/year?
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How do I set up a Waitlist?
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How do I setup email notifications for Class bookings?
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Can clients book in for a class on the check-in Kiosk?
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Courses
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Appointments
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How do I cancel/lock an individual PT Slot?
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How do I book a Member into the Facility?
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How do I set up Personal Training Appointment booking windows and cancellation rules?
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How do I book a Member in for a Personal Training Appointment?
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How do I create a Personal Training schedule?
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How do I create a Personal Training Appointment credit pack?
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How do I create a facility?
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How Do I Create An Appointment Schedule?
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How do I cancel/lock an individual PT Slot?
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Clients, Memberships & Reporting
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Family Accounts
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Lead Management
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Members
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How to Add a Photo to Your Clients Profile
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How do I create a client/member?
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Onboarding Your Client with Glofox
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How do I delete a client/member or lead?
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How can I target client's based on their activity?
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How do I capture Leads?
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What does email already in use mean?
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What happens when a member cancels a booking?
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How do I reset strikes for individual members?
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How can members check how many credits they have left?
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What does PAYG mean?
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How do I restore a deleted member?
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What do I do when a member has duplicate accounts?
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How do I set up Notes on a member's account?
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How do I download a list of all Clients/Members?
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How does the Strike system work?
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How do I set up email notifications for expiring memberships?
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How do I reset a Client/Member or Lead's password?
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How do I add notes to a client/member’s profile?
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How do I replace a member’s credit/debit card?
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How do I check a member in manually?
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How to Add a Photo to Your Clients Profile
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Memberships
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How to Edit Membership Prices
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Membership History
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How do I create a Private membership and share a link to it?
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If the Member holds an active membership with no end date, how can they purchase a Consecutive membership?
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What is the 'View Payouts' option?
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How will I know when a membership will expire?
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How do I add a joining fee?
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How do I change the Membership start date?
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How do I set a membership to renew on the end date?
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How do I Pause a membership?
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What is the difference between a single month membership with 10 credits, and a credit pack with 10 credits?
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How do I edit a Member’s Service Credits?
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How do I add a credit to a Member profile outside of purchasing a Credit Pack?
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Do I need to create a 'PAYG (Pay as you go)' membership type?
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How do I update the expiry date of credits?
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What's the difference between a membership and a Service Credit Pack?
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How do I set up a complimentary membership?
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How do I set a recurring membership to charge on the 1st of every month?
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How do I set a member’s membership to start on a future date?
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Can Clients select their membership start date when purchasing a membership on the app or the web?
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How do I set up a membership to only have access/book particular classes only?
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Do I need to include Sales Tax in the price of memberships?
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What payment settings are there available to choose when creating a membership plan?
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How do I set up different payment options for the same membership?
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How do I cancel a membership?
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Setting up Consecutive Memberships
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How do I restrict a membership to one purchase per member?
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How Do I Create A Private / Non Public Membership?
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How Do I Sell A Membership From The Dashboard?
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How to Edit Membership Prices
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SMS & Push Notifications
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How can I send an SMS to an individual client at my Studio?
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Can I send SMS messages to my Clients from Glofox?
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How can I send an SMS to a filtered list of clients at my Studio?
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What is an automated Welcome SMS and how do I enable this for my Studio?
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How many credits will be deducted for each SMS that I send?
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How do I send a Push Notification?
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How do I view all sent Push Notifications?
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How do I send a Push Notification to an individual?
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How do I send a group message to clients/members?
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How can I send an SMS to an individual client at my Studio?
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Reporting
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App & Web Portal
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Member App
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How can I customize my Standalone App logo?
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How do I download the app? (iPhone and Android)
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Customising app event images
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Customising your Member App
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How do I create an Apple Developer Account?
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How does a member cancel a booking on the app?
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How does a client/member download and login to the App?
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How do I enable the option for my clients/members to book a friend?
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How do I change class times to display in 12hr or 24hr format?
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How do I setup payment or access restrictions for my app/web integration?
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How does Facility check in via Barcode work on the app?
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What versions of Android and iOS is the app compatible with?
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Changing Your Clients Barcode
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How do leads, clients/members check if they're on the latest version of the app?
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How do I add a studio waiver to the app/web integration?
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How do I check my current app version?
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How can I customize my Standalone App logo?
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Glofox Pro Admin App
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Website Portal
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Notifications & News
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Integrations & Hardware
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Booking Integrations
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Access Control
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Access Monitoring
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Email Marketing
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How do I integrate the Facebook Pixel with my website integration?
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What can I track with the Glofox <> Facebook Pixel integration?
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Why are my members not being imported to MailChimp?
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How Do I Sync All Members to Mailchimp?
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How do I integrate with MailChimp?
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Do I have to pay for Mailchimp or is it included in my Glofox subscription?
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How do I integrate the Facebook Pixel with my website integration?
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Payments & Reports
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Payment Processing
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Using the Transaction Report
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The 'View Payouts' Option on the Revenue Report
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Strong Customer Authentication - SCA
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How to connect to SecurionPay
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How do your customers pay with GoCardless
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How to connect to GoCardless
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How to connect to MasterCard Payment Gateway Service
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How to connect to Braintree
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Payment Settings
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What are Payouts?
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How Do I Purchase Something from the Store
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What Happens If a Recurring Payment Fails?
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How do I add a Custom Charge to a Member?
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How Do I Turn On 'Payment Received' Notifications From Stripe?
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Are my payment details safe and secure?
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How Do I Refund A Member?
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When & Why Should I Use Recurring Payments?
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How do I refund Membership payment?
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How do I setup a recurring payment?
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How Do I Remove a Member's Payment Details?
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Setting up an Account Balance for Your Client (Beta)
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What are the Breakdown of Fees for Payments & Refunds?
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How do I cancel a Member's subscription?
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How do I give a member a partial refund?
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How Long Do Refunds Take to Reach My Member?
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Using the Transaction Report
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Cash Payments
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Troubleshooting
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Troubleshooting: Dashboard
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Troubleshooting: Members & Memberships
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Why did the SMS not send to my client?
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Why doesn't my member have a phone number on their profile?
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I have a Member who is unable to login
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Why can’t my Member book In?
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Why does the 'Your membership is not allowed' error happen?
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Why can’t a Member use their Credits to book in for a Class?
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Why does a Member not have a Barcode assigned to them?
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'Your Membership is Not Allowed' - Why does this error happen?
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I deleted a Member but they were still charged their next membership fee, why?
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Why does the total number on the filter for 'Everyone' in Push Notification not match my 'Total Members' number?
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Why are some Members being charged to book into my Class?
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Why are new images I add on my Dashboard not showing?
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Why are some Clients not receiving Push Notifications?
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Why did the SMS not send to my client?
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Troubleshooting: Classes
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Troubleshooting: Member App
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Privacy
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Store