Business Admins and Staff Members

Everything you need to know to manage your business using Upper Hand!

44 articles in this collection
Written by Myles Grote, Kevin MacCauley, and Lauren Hamilton
Getting Started

Getting Out Of Bed: Introduction to Upper Hand

This article will teach you all you need to know to setup your account and start scheduling trainings
Written by Myles Grote
Updated over a week ago

Building Muscle: Setting up Direct Deposit

Getting paid for events sold is easy and quick. Learn how to setup your direct deposit for automatic withdrawal from your account.
Written by Kevin MacCauley
Updated over a week ago

Staying Consistent: Update Billing Information & Account

This article will teach you how to change your billing information and upgrade your account.
Written by Kevin MacCauley
Updated over a week ago

Cardio: Adding & Managing Locations

This article will teach you how to add and manage locations in your account so you can use them when creating events.
Written by Kevin MacCauley
Updated over a week ago

Cutting Weight: How to Create and Manage Coupon Codes

Learn how to quickly create and change coupon codes in your account.
Written by Kevin MacCauley
Updated over a week ago

Export Contacts from Mindbody

This article will walk you through how to download your contact database from Mindbody.
Written by Lauren Hamilton
Updated over a week ago

Export Memberships from Mindbody

This article will walk you through how to export your memberships from Mindbody.
Written by Lauren Hamilton
Updated over a week ago

Exporting Client Data from Pike13 - Formerly Known as FrontDesk

This article will walk you through how to export data from Pike13 formally known as FrontDesk.
Written by Lauren Hamilton
Updated over a week ago
Events

Customer Event View

This article will show you how to view the details of your event such as who is registered and how much you've made so far.
Written by Lauren Hamilton
Updated over a week ago

How to Schedule Sessions a Client has Purchased

This article will walk you through how to schedule sessions that a client has purchased, but not yet scheduled.
Written by Lauren Hamilton
Updated over a week ago

How to Unschedule a Session a Client Has Scheduled

This article will walk you through how to unschedule a session that a client has scheduled.
Written by Lauren Hamilton
Updated over a week ago

How to Remove a Credit From a Clients Account

This article will walk you through how to remove credits from a clients account.
Written by Lauren Hamilton
Updated over a week ago

Why Are Clients That Haven't Registered Showing Up On My Training Roster?

This article should help answer why you're seeing people in your training roster who have not purchased.
Written by Myles Grote
Updated over a week ago

How to Set a Name and Location for an Event

This article will walk you through the first step of creating an event.
Written by Lauren Hamilton
Updated over a week ago

How to Set a Schedule for an Event

This article will help you tackle the Schedule tab during event creation.
Written by Lauren Hamilton
Updated over a week ago

How to Set Up Participants of Your Event

This article walks you through the participants tab of creating an event.
Written by Lauren Hamilton
Updated over a week ago

How to Set the Pricing of an Event

This article will walk you through the pricing section of creating an Event.
Written by Lauren Hamilton
Updated over a week ago

How to Allow Purchasing of Individual Sessions for an Event

This article will walk you through how to set up your event to allow purchasing individual sessions of a multiple session event.
Written by Lauren Hamilton
Updated over a week ago

How to Set Up the information Clients Receive for an Event.

This article walks you through the marketing tab of creating an event.
Written by Lauren Hamilton
Updated over a week ago

How to Require Registration Fields

This article will walk through the registration tab of creating an event.
Written by Lauren Hamilton
Updated over a week ago