Sawyer

Dana Browne

Shaney Thrasher

Using Sawyer for Business

Learn how to update your business address, owner name, banking details, and subscription information in your Sawyer account, including important sales tax requirements.

Making updates to your Sawyer for Business account

Learn how to enable activity reminder emails that automatically notify customers of upcoming activities, and configure which email address receives customer replies to emails you send through Sawyer.

Manage Email Settings and Reminders

How to Remove the Capacity from the Customer View

Learn how to view and manage customer profile information including personal details, family members, order history, bookings, payment methods, memberships, and more on your Sawyer account.

Customer Profiles on Sawyer for Business

A step-by-step checklist to help businesses complete their Sawyer profile, improve visibility, and ensure key details, activities, and locations are up to date.

Business Profile Completion Checklist

Learn how to display your business Tax ID on order confirmation pages and emails in Sawyer so parents can request receipts for FSAs.

Tax IDs

Forgot or Change Password

Learn how to connect your Mailchimp or Constant Contact account to automatically sync new customer contacts with your email marketing platform, plus set up automated welcome emails.

Using your Mailchimp + Constant Contact Integration

Learn how to invite team members to your Sawyer account, assign user roles, manage email communication preferences, and remove users from your business portal.

Users & Permissions

Learn how to update your subscription credit card and change the bank account where Sawyer sends your payments, including identity verification requirements.

Manage Payment Methods and Banking

My Account 

Learn how to customize what information displays on your rosters and organize students with labels to keep your rosters clean and organized.

Configure Roster Settings & Labels

Learn how to print, download, and customize rosters for your records, and access student attendance history for tracking participation.

Roster Reports & Attendance Records

Get started with the Upcoming section where you manage your calendar, view your rosters, and see at-a-glance information about your scheduled activities and enrollment.

Roster: Overview & Navigation

Upcoming Overview

Learn all the essential tasks you can perform from your roster—from adding students and managing enrollments to messaging your class and canceling individual sessions.

Manage Your Roster: Actions & Tasks

Upcoming is where you’ll find your calendar of scheduled activities and manage your day-to-day. You will click into the activity to view the daily roster of that specific activity. Note that each activity shows the number of spots booked and the number of spots offered, so you get a birds-eye view of how many students you have enrolled.

Here is where you can view attendance details, transfer students, remove students, message students and download daily and weekly rosters. You can also Add New Order (how

Upcoming

Learn how to help your customers update or correct their email address, including steps for account access issues, duplicate accounts, and contacting support.

Managing a Customer's Email Address

Learn how to add a payment method on behalf of a client and update their default card directly from their contact profile.

How to Manage a Client's Payment Methods

Learn how to access and use the Bookings tab in a client's profile to view upcoming and past registrations, filter by activity, and manage attendance.

Bookings Tab

Learn how to quickly charge a customer in person or online using the Charge Client feature, including how to enter a custom amount or apply a bundle toward a payment.

How to Use Quick Charge

In the Contacts section, you can manage you customers' information. You can also download a Contacts Report and edit any details in the client's profile. 

Contacts

Learn how to use Live View to test and preview your activities, explore filters, and understand the complete customer registration flow before going live.

Live View: Testing & Previewing Your Activities

See what customers see and preview your offerings using live view

Live View

Learn how to create and manage party packages, accept booking requests from customers, collect deposits or full payments, and handle all party details from inquiry to confirmation.

How to Add a Party, Private Event or Field Trip

Managing the process of booking, scheduling and collecting payment for birthday parties is a very manual process. On the parent side, trying to book entertainment for a birthday party isn’t as easy as registering for an 8 week semester class or a week long camp.  It requires a lot of back and forth coordination between a business owner and parent.

Our goal is to make the process of gathering birthday party inquiries, scheduling them and collecting payment simpler for you, the business owner and the paren

Parties

Create and manage class packs to offer discounted bundle deals on drop-in classes. Learn how to set them up, charge customers, and track usage.

Packs Overview

A Class Pack encourages customers to purchase drop-in spots in bulk (usually for a discount.) When a customer has a Class Pack, they won't be charged when registering for an eligible drop-in. Instead, one spot will be removed from their Class Pack. Here's how to create a Class Pack.

You can create a bundle of classes and offer them at typically a discounted rate by creating a pack. They aren’t tied to specific dates, but you can set an expiration as well as assign them to specific activities. Customers c

Packs

Create and manage membership plans with customizable pricing, perks, and restrictions. Learn to cancel plans, charge customers, view member reports, and set up members-only classes

How to Set Up and Manage Memberships

Memberships are a customizable product you can sell to your customers to encourage a long-term relationship. With perks like discounts and allotted spots, it's a fantastic way to create more loyalty between your business and your customers.

Memberships

Enable adult registrations on activities, register adults as staff using Add Participant or New Order, and understand the customer booking experience for adult and mixed-age classes.

How to Register Adults

Explore functionality for adult or mixed age programs

Adult Registration

Widget Analytics Overview

Using Google Analytics With Sawyer

Using the Facebook Tracking Pixel With Sawyer

When you add the Sawyer Widget to your website, you can track performance using pixels from different tools. Use these articles to learn how easy it is to set up widget tracking. 

Widget Analytics

Enable the Widget Calendar

Add Terms and Conditions to Sawyer

Start Texting in Sawyer

Adding Custom Payment Methods

Managing Your Account in Twilio

Taking Cash or Check Registrations

Twilio Onboarding Guide (Part 2)

Customize Your Order Confirmation

Twilio Onboarding Guide (Part 1)

How to Use the Check In & Check Out Feature on the Roster

SMS Getting Started Guide

Automatic Abandoned Cart Emails

Age Restrictions and Alerts

Uploading Images to Sawyer

Facebook Pixel Setup

Using HTML in Sawyer

Setting Up Your Sawyer and Zapier Integration

10-Minute Cart Timer

How Do I Ask for Pronouns?

Introduction to SMS: Twilio Integration

Learn how the Cloudflare Waiting Room helps manage high traffic during Rush Registration, what providers should expect, and how customers move through the virtual queue.

Cloudflare Waiting Room During Rush Registration

Sawyer SMS (powered by Twilio) allows providers to send time-sensitive text messages to families. This guide covers what’s included in the beta, pricing, and the step-by-step setup required to start…

Sawyer SMS (powered by Twilio)

Create a professional, branded website in minutes with Sawyer’s AI-powered website builder. This tool automatically syncs your programs and registration details, so everything stays up to date without any extra…

Sawyer Website Builder

Learn how to enable the Makeups feature, issue and manage makeup tokens, and understand how customers redeem tokens to book a new class.

Makeups

Learn how to access and use AI Business Advisor in Sawyer — a monthly AI-powered report that turns your business data into actionable insights for smarter decisions.

AI Business Advisor

Learn how to access, navigate, and manage your Custom Branded App subscription, including viewing billing details, accessing the Admin Console, and canceling your subscription.

Custom Branded App (CBA)

Other Functionality

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