Home Workflows & Best Practices

Workflows & Best Practices

Common Workflow Guides: Email Marketing, Reviews, Payroll, First Visit, Mailchimp, etc.
Roodolph Senecal
By Roodolph Senecal
25 articles

Attract, Engage, and Convert New Leads

Turn website visitors into loyal clients with Karmasoft. Learn how to attract prospects with content and reviews, add clear CTAs with your online sign-up link, engage new leads, and convert them with targeted outreach and built-in reports. Suggested page tabs - Attract - Engage - Convert - Tips & Best Practices Attract Bring the right visitors to your site and give them an obvious next step. What to focus on - Helpful content: Publish class explanations, pricing FAQs, teacher spotlights, and short how-to videos to rank for relevant searches and build trust. - Social proof: Encourage students to leave reviews and feature a few quotes on high-traffic pages. - A clear CTA on every page: Place a “Sign Up” or “Start Trial” button in the header and near the main content. Add your online sign-up link prominently 1. In your public site header, add a Sign Up button. 2. Link it to your member sign-up URL. On Karmasoft, you can grab this by clicking the Sign Up link in the top-right of the member portal and copying the browser URL (the format is your Karmasoft member sign-up address). Once your sign-up link is live, new sign-ups flow straight into Karmasoft so you can market to them as leads. Engage Keep interested visitors moving with specific actions. - Use CTAs everywhere: Buttons like Read More, Book First Class, Download Free Video keep visitors engaged and capture emails. Free videos make effective CTAs. - Collect emails early: Offer a short video or a first-class checklist in exchange for an email—then follow up with your welcome flow. Convert Turn leads into paying students with consistent outreach and tracking. Email your leads regularly - Go to Activities & Reports → Analysis → Leads to pull a list by date range, then Email List to contact them. Include a strong CTA and an invitation to visit your studio. Automate when possible - Connect mailing lists and trigger automations (e.g., intro-offer drips, expiring-package reminders) via Karmasoft’s Mailchimp integration and product-linked lists. Tips & Best Practices - Place your primary CTA in the header and repeat it near the fold. - Feature at least one review or rating snippet on key pages. - Review your Leads report weekly and send a friendly, concise email with one clear action.

Last updated on Aug 15, 2025

Auto-Pay Screen: Practical Use Cases

Overview The Auto-Pay Cards screen is your central place to view all active autopay accounts and take action from a customizable list view—ideal for monitoring charges, fixing failures, and updating billing details. Common Use Cases (and How to Do Them) 1) Resolve a Failed Auto-Pay - Open Assets → Auto-Pay Cards to see current autopay accounts and filter to failed or completed transactions. - Click the card’s Update action to fix details (e.g., new card) and re-attempt when appropriate. Tip: You can adjust the Charge Cooldown (retry interval for failed charges) in Studio Settings. This controls how many days Karmasoft waits between retries. 2) Update Credit Card on File - From Assets → Auto-Pay Cards, select the student’s autopay entry and click Update to open the credit-card form. - Alternatively, click the credit-card icon next to the student’s name on the Class Sign-In panel to jump straight to the update screen. 3) Change the Next Charge Amount - Open the student’s autopay card and edit Amount Due. - The next scheduled transaction will use the new amount automatically. 4) Cancel Future Auto-Pay Charges - From Assets → Auto-Pay Cards, choose the membership and click Cancel to stop all future auto-pay transactions. (This action can’t be undone.) 5) Pause/Suspend Billing with a Plan Hold - Suspending a student plan that’s linked to an autopay will also pause scheduled payments until you reactivate. Manage plan states from the student’s plan screen. 6) Create or Sell an Auto-Pay Membership (Context) - Turn Auto Pay = ON when creating a product; selling works like other packages. Karmasoft can pro-rate the first payment and set the billing date during checkout. Quick Navigation Cheatsheet - All autopays, failures & history: Assets → Auto-Pay Cards (filter by status). - Update card from class: Click the credit-card icon next to the student in Class Sign-In. - Retry timing: Studio Settings → Charge Cooldown to set days between retries. Best Practices - Keep Charge Cooldown reasonable to avoid excessive retries while ensuring timely recovery of failed payments. - Use the failed/completed filters regularly to stay ahead of issues and confirm successful runs. https://youtu.be/dmt0OCh4FjQ

Last updated on Aug 15, 2025

Class Schedule: Assign Teachers, Manage Subs, Cancel Classes & Book Students

Your Schedule view is the fastest place to handle everyday changes to your studio calendar. From one screen you can assign instructors, cover a single class with a sub, cancel or restore a class, and book a student directly—updates appear on your public, embedded schedule right away. Open the Schedule - In the main navigation, select Schedule to see the admin calendar. - This calendar is connected to your online schedule; changes here sync to what students see. It’s also mobile-responsive, so it adapts to phones and tablets. Assign an Instructor to a Recurring Class Use this when you’re setting or changing the regular teacher for a class across a date range. 1. On the class card, choose Assign. 2. Pick the instructor. 3. Set the start and end dates for the assignment window. 4. Click Save. Tip: If you see a small up-arrow next to the Assign/Sub controls, use it to reveal additional options. https://youtu.be/lNaRMGaRZkQ Manually Sub a Teacher for a Single Class Perfect for one-off coverage when the usual instructor can’t make it. 1. Click Sub on the class. 2. Choose the covering instructor. 3. Confirm the date/time details. 4. Click Save. Edit Details or Send a Sub Request Need to tweak class info or email your team for coverage? - Click the up-arrow next to Sub, then choose Edit (to adjust the class) or Sub Request. - For Sub Request, write your message and send—it emails instructors and kicks off the automated sub process. Instructors can also request subs for their own classes. Cancel or Restore a Class https://youtu.be/iuTGlJhe9vA - Select Cancel on the class card. The class is grayed out and removed from your public schedule. - To bring it back, click Restore (visible on grayed-out classes) and it reappears online instantly. Book a Student Directly From the Schedule https://youtu.be/vQFFiADQ9nU Save back-and-forth by enrolling someone on the spot. 1. Click Book on the class. 2. Follow the booking dialog to add the student (works for classes and workshops). 3. Related Help - Teacher permissions and sub requests - Embedding your schedule on your website

Last updated on Aug 21, 2025

Class Listing: Create, Publish, and Manage Your Classes

Class Listing: Create, Publish, and Manage Your Classes The Class Listing is your hub for building and maintaining every class and workshop your studio offers. It’s where you add new sessions, control visibility, set capacity and payroll rules, and brand each listing so it looks great on your public schedule. Create a New Class (or Workshop) 1. From the Dashboard, open Schedule (upper-right). 2. Select Edit Classes, then click New to start a fresh listing. Step 1 — Basic Details Fill in the core information that appears on your public schedule and in apps: - Class image – A general image shown on your schedule and in the mobile app. - Name – The title that appears on your schedule. - Description – A full description of the class; supports HTML formatting. - Class Type (Template) – Apply a predefined template for name, description, image, and color palette to speed setup. - Group – Associate the class with a group you manage in Karmasoft (e.g., “Yoga,” “Pilates”). - Branch/Location – Choose where this class is offered. - Floor Plan – Select the room layout if applicable. - Duration – Total class length. - Start/End Dates and Start Time – Define when the class begins, ends, and the time it runs. - Schedule (Recurrence) – Pick how often the class repeats: daily, weekly, monthly, odd weeks, or even weeks. - Online – Mark whether this is an online class. Click Next to continue. Step 2 — Advanced Options Tune availability and payroll logic: - Capacity – Maximum number of students that can book online. - Publicly Available – When checked, the class appears on your online schedule; uncheck to keep it hidden. - Free – Anyone can book without a package or membership if this is enabled. Payroll & Pay Rules (if you pay by class and/or per-student): - Minimum Student # / Min student count – The minimum attendees required before the per-student rate kicks in. - Student Rate Factor – Multiplies the instructor’s per-student pay rate for this class. - Bonus – A flat extra amount the instructor earns for teaching this class. - Payment Cap – The maximum a teacher can earn for this class (does not include the bonus amount). - Rate Factor (per class) – Override the teacher’s base per-class salary for this specific class by multiplying it with a factor. When finished, click Next. Step 3 — Color & Save - Event Color – Pick a color or reuse one from your palette so your schedule stays consistent and easy to scan. - Click Save to publish your configuration. Close (or Reopen) a Class Need to remove a class from your public schedule without deleting it? - In Class Listing, use the status toggle to switch a class On (visible) or Off (hidden). - Turning a class Off removes it from the online schedule; toggle back On to reopen enrollment. Tips & Good Practices - Use templates for speed: If you offer similar classes, start with Class Type to prefill text, images, and a color palette, then make small edits. - Stage privately first: Leave Publicly Available unchecked while you refine details; publish only when everything looks right. - Align capacity + payroll: Make sure Capacity and Minimum Student # reflect your business rules so instructor pay calculates as intended. - Brand consistently: Reuse colors and images for class families to help students recognize offerings quickly. FAQ Can I run a free intro class? Yes. Enable Free so students can book without a package or membership. What if I don’t want a class to show online yet? Keep Publicly Available unchecked. Turn it on when you’re ready to accept bookings. How do I handle online-only sessions? Toggle Online during setup to indicate the class is virtual. https://youtu.be/WmafKzlqfOQ

Last updated on Aug 27, 2025

How to Refund or Void a Sale

title: "How to Refund or Void a Sale | Karmasoft Help Guide" description: "Learn how to effectively void or refund a sale in Karmasoft, understand the timing differences between transaction voiding and refunding, and manage student usage restrictions with ease." tags: [refund, void sale, Karmasoft, POS refund, transaction management, sales guidance, helpdesk, student package, batch settlement] How to Refund or Void a Sale Step-by-Step Instructions 1. Navigate to Activities & Reports from your dashboard, then select Activities from the dropdown. 2. Click on the Sales tab located in the left sidebar. 3. Identify the student or package sale you wish to reverse. Click on it—or click the circular “arrow” icon to the right—to view details. 4. In the Details for Order window, you’ll find two red action buttons: Refund and Void. Important: If the student has already used any classes within the package, the Refund and Void buttons won’t appear. To resolve this, first remove the student from all classes associated with the package. Void vs. Refund: Which Should You Use? | Action | Credit Card Sale Conditions | What Happens | | :------- | :------: | -------: | | Void | Only if the sale was just placed or before the daily batch settles. | The transaction is completely removed—no charges applied. Cash sales can be voided at any time. | | Refund| Only if the sale is reversed after the daily batch has settled. | The sale is refunded, but processing fees apply both for the original transaction and for the refund—these fees are unavoidable. | https://youtu.be/LVd_rt7XBGM Summary Tips - Use Void for fast cancellations before settlement—best for correcting immediate mistakes (e.g., within minutes or hours of the transaction). - Use Refund when a sale must be reversed after settlement—keep in mind there are fee implications. - Restore student eligibility by removing them from classes before attempting to void or refund a sale.

Last updated on Aug 27, 2025

Quick Email to Keep Students Engaged

Quick Email to Keep Students Engaged Why Use Quick Email? Capitalize on the momentum of a successful class by sending a personalized email directly from Karmasoft. It’s the perfect way to stay connected and turn a positive experience into ongoing engagement—promoting specials, workshops, or class packages to keep your students coming back. How to Send a Quick Email 1. From your dashboard or any marketing report, click Email Class. 2. A pop-up window will open—you’re ready to compose your message and reach everyone in the class. Design Your Email with the WYSIWYG Editor Craft rich, visually appealing emails using Karmasoft’s built-in editor. Add your own images, insert links, format text, and even create interactive polls—no coding required. Add Clear Calls to Action (CTAs) Engage recipients with CTAs that link directly to your store, workshops, or scheduling page. Include “Buy Now” buttons, sign-up links, or social icons effortlessly—with zero technical know-how. Article Overview | Section | Content Summary | |------------------------|----------------------------------------------------------------------------------| | Purpose | Encourage engagement by sending follow-up emails after class | | Access Point | Click Email Class in the dashboard or reports | | Email Editor | Drag-and-drop WYSIWYG with media support, links, and polls | | Calls to Action (CTAs) | Add buttons for purchases, sign-ups, class scheduling without coding |

Last updated on Aug 27, 2025

Products Workflow

The Products Workflow in Karmasoft allows you to create and customize all items you sell, from session cards and retail products to gift cards. Managing products ensures accurate tracking, online sales, and organized reporting. Product Types There are three main product types you can create: 1. Session Cards – e.g., 10-Class Card, Monthly Unlimited, Memberships 2. Retail Products – e.g., yoga mats, clothing, books, rentals 3. Gift Cards – e.g., digital or physical gift certificates To add a product: - Go to Assets → Products - Click + New Basic Product Details When creating a product, enter: - Name – Example: 10-Class Card, Yearly Unlimited, Yoga Mat - Description – Helpful for online store listings - Selling Price – Retail price - Taxable – Select if applicable Click Next to move to product type selection. Product Type Setup Session Cards If creating a session card, choose Regular or Auto-Pay and complete: - Unlimited package option - Active groups - Number of classes (if not unlimited) - Expiration period & duration - Renewal settings for Auto-Pay - Fixed expiration date (optional) - Expiry notifications Retail Products Retail product settings include: - Image (upload after saving) - Purchase Price - Max Discount Allowed - Sell Online – Add to online store - Concealed – Hide from store, sell via private link - Product Category – For organized reporting - Barcode – Assign to student key tag - Inventory controls – In stock, reorder level, reorder quantity - Vendor – Select supplier - Mailing List – Auto-add purchasers to mailing list (Mailchimp integration required) Gift Cards Gift card settings include: - Image (upload after saving) - Sell Online option - Concealed option for private sales - Product Category assignment - Gift Certificate checkbox (for gift cards or certificates)

Last updated on Sep 04, 2025