Using Sawyer Tools

Upcoming

• Upcoming Overview
• How to Add a New Order from the Roster
• How to Remove or Transfer a Student from the Roster
• How to Message a Class from the Roster
• How to Cancel an Individual Class

Contacts

• Client Profiles
• How to Use Quick Charge

Reporting

• Add-Ons Report
• Bank Transfers Report
• Contacts Report
• General Activity Report
• Instructor Order History Report
• Order Report

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Packs

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

Memberships

• How to Build Memberships
• How to Quick Charge a Membership
• Members-Only Classes
• Members Report
• Memberships Quick Facts

Parties

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

Live View

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

My Account

• Users & Permissions
• How to Upload Additional Documents for Stripe Verification
• Change Bank Account Synced to Sawyer Tools
• Change Your Subscription Credit Card

Other Functionality

• Enable the Widget Calendar
• Customize Your Order Confirmation
• Add Terms and Conditions to Sawyer Tools
• Taking Cash or Check Registrations