Karmasoft Help Desk
Welcome to the Karmasoft Help Center
Search for the articles here or browse the categories below.
Signing Up & Creating an Account
Profile & Studio Setup (Logo, Cover Image, Settings)
Basic Terminology & Navigation: Dashboard, Editor, POS Panel
Batch Data Import & Conversion | Karmasoft Help Center
Getting Started: Signing Up
Getting Started: Profile Settings
Getting Started: Creating Groups
Getting Started: Class Categories
Managing Branches (Info, Address, Payment Gateway, Time Zone)
Setting Up Products, Packages, Classes & Groups
Studio Settings & Instant Sales Configuration
Data Import & Batch Conversion Tools
Account Types
Expenses Overview
Auto-Pay Workflow
Accounts for Organizing Products and Staff
Create a Class Type
Dashboard Layout & Navigation Panels
Staff vs. Instructor vs. Student Views (Sign‑in flows, branch selection)
How to Navigate the Dashboard
Class Sign-In Panel: Check In Students, Scan Barcodes, Email the Class
Schedule for Students
Schedule for Teachers
Student Profiles, Memberships, Plans
Staff Onboarding, Permissions, Archive Processes
Archiving a Staff Member
Staff Admin and Permissions
Edit Active Student Plans
Updating a Student’s Tab Amount
Resetting Passwords for Students and Staff
Facebook, Mailchimp, Zoom Integration, Lead Capture, Embedded Widgets
Add a “Book Now” Button on Facebook
Embed Your Schedule on Facebook
Embed Karmasoft on Your Squarespace Website
Lead Capture Form
Link Merchant Account
Sales, Activities, Attendance, Payroll, Inventory, Referrals
Activities Report
Analysis reports
Attendance Reports
Expenses by Account
Daily Statistics & Details in Karmasoft: Read Your Day at a Glance
Front Desk Training Video (15 min tutorial)
Other Training Videos & Webinars (Usage, Workflows, Marketing)
Common Workflow Guides: Email Marketing, Reviews, Payroll, First Visit, Mailchimp, etc.
Attract, Engage, and Convert New Leads
Auto-Pay Screen: Practical Use Cases
Auto-Pay Workflow
First-Time Students: Quick Entry
Cancel or Restore a Class
Contact & Support Information, Data Migration Assistance
Webinars, Training Schedules