Using Sawyer Tools

Widget Analytics

• Widget Analytics Overview
• Using Google Analytics With Sawyer
• Using the Facebook Tracking Pixel With Sawyer

Dashboards

• The Customer Insights Dashboard
• The Enrollment Insights Dashboard
• The Revenue Dashboard

My Account

• Business Profile Completion Checklist
• Widget Announcement Banners
• Tax IDs
• Reply To Emails
• Role Descriptions
• Using your Mailchimp + Constant Contact Integration

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Upcoming

• Calendar Views
• Upcoming Overview
• Roster Actions: More Options Menu
• Roster Settings
• How to Add a New Order from the Roster
• How to Remove or Transfer a Student from the Roster

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Live View

• Live View Overview
• What Your Customers See When They Register

Contacts

• My customer has a typo in their email address. How do I help them correct it?
• Managing client payment methods and default cards
• Bookings Tab
• Client Profiles
• How to Use Quick Charge

Parties

• How to Add a Party, Private Event or Field Trip

Gift Cards

• Looking for a line-by-line report for a recipient's gift card?
• Gift Card Reporting
• Do I get charged an extra fee when a client purchases a gift card?
• Upload a Custom Gift Card Design
• How to Enable Gift Cards
• How to Display Gift Cards

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Packs

• Packs Overview
• How to Create Class Packs
• How to Quick Charge a Pack

Reporting

• Semester Report
• Add-Ons Report
• Bank Transfers Report
• Beta Revenue by Scheduled Activity Report
• Contacts Report
• Custom Reports

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Memberships

• How to 100% Cancel & Close a Membership Plan and/or Membership Without Ongoing Charges
• How to Build Memberships
• How to Quick Charge a Membership
• Members-Only Classes
• Members Report
• Memberships Quick Facts

Other Functionality

• Setting Up Your Sawyer Tools and Zapier Integration
• COVID-19 Announcement Banner
• Using HTML in Sawyer Tools
• Facebook Pixel Setup
• Uploading Images to Sawyer Tools
• Age Restrictions and Alerts

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