APPLIES TO: Admins
Last updated: November 12, 2024
As an admin you have the ability to set certain account wide preferences like disabling client scheduling, setting certain client payment methods, and controlling what sort of automated emails are sent out from your Upper Hand account.
After logging into your Upper Hand account, hover over the navigation bar on the left and click Settings > Preferences tab
Scheduling
Upper Hand is best utilized when clients have the ability to schedule. By default, Upper Hand is turned on for client scheduling. Before turning off the ability for your clients to schedule, we strongly recommend you familiarize yourself with the Point of Sale feature. Clients will still have the ability to purchase sessions, they just won't be able to schedule those sessions on their own.
How to Turn Off/On Client Scheduling
- Click the toggle next to Disable Client Scheduling to control scheduling for your clients
- Note: Blue = Clients cannot schedule; Grey = clients can schedule
- Click Save.
Skip Scheduling
If you want to give clients the ability to purchase open booking session credits without scheduling them, you will want to have this setting enabled. Otherwise you can disable it to force clients to schedule the session(s) they are purchasing.
RSVP
By having RSVP enabled, clients are able to RSVP for upcoming sessions so you know who to expect to attend the session.
How to Turn Off RSVP
- Click the toggle next to Enable RSVP to disable the RSVP functionality for your entire account or individually de-select the type of schedule to disable
- Click Save.
Membership Management Requests
By having Membership Management Requests enabled, you allow clients to request changes to their membership. Note: These requests are received via an emailed form to all listed admins in the account and no automatic action takes place, it just notifies you that a request has been submitted.
You are able to disable this request but it is recommended to keep it enabled to comply with federal regulations.
Set Client Payment Method
This feature allows you to select what payment methods your clients can use at checkout for each product. For example, you can make memberships credit card only but events credit card and pay later.
When a client tries to add an item to their cart that only allows credit card and if they try to add an item that only allows pay later, they will be prompted to complete checkout for the first item before adding the second item to their cart.
As an admin, you will be able to override the selected methods in point of sale during checkout.
How to Turn on Product Specific Payment Methods
- Under Client Payment Method select which payment methods
- Note: you must select one payment method for each product
- Click Save.
Client Checkout Overview
When your client tries to add multiple items to their cart, if they do not have an overlapping payment method, they will receive a notification during checkout and will be prompted to complete two separate checkouts.
FAQ
A: Whatever payment methods overlap among all products in the cart will be available as payment method options.
Q: What happens if two items are in a cart, but have two different payment methods?
A: Customers will not be able to add the item to their cart!
Q: Can I specify payment method by event type?
A: No, this can only be by product type.
Q: Can I checkout for a free item and an item that requires a credit card?
A: If credit card is selected for that product type then yes. If not, it will have to be two separate checkouts.
Client Email Settings
Under Client Email Settings you can choose which emails you want your clients to receive.
To further your understanding of this feature, be sure to check out the course: 03. Upper Hand Account Setup inside Upper Hand University.