Sawyer

Dana Browne

Shaney Thrasher

Using Sawyer for Business

Making updates to your Sawyer for Business account

Activity Auto-Reminder Emails

How to Remove the Capacity from the Customer View

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

Widget Announcement Banners

Tax IDs

Reply To Emails

Role Descriptions

Forgot or Change Password

Using your Mailchimp + Constant Contact Integration

Users & Permissions

Change Bank Account Synced to Sawyer

Change Your Subscription Credit Card

My Account 

Roster Labels

How to Download or Print a Roster (Updated: Version 2.1)

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

How to Message a Class from the Roster

How to Cancel an Individual Class

Attendance History

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

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

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

Widget Filters

All Activities Tab

Live View Overview

What Your Customers See When They Register

See what customers see and preview your offerings using live view

Live View

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

Customer Gift Card Transactions Report

Gift Card Reporting

Upload a Custom Gift Card Design

How to Enable Gift Cards

How to Display Gift Cards

How to Manage Gift Cards

How Gift Cards are Delivered

Gift Card Balance Tab in Contacts

How to Resend a Gift Card

Cancellations and Gift Cards

To Refund an Order Back to a Gift Card 

Gift Card Balances Report

Gift Card Purchases Report

Gift Cards Terms and Conditions

Gift Card FAQ

Sell gift cards using Sawyer. Learn more about gift cards, how to activate the feature, the different ways you can display gift cards on your site, and more! 

Gift Cards

Packs Overview

How to Create Class Packs

How to Quick Charge a Pack

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

How to Cancel and Close a Membership Plan

How to Build Memberships

How to Quick Charge a Membership

Members-Only Classes

Members Report

Memberships Quick Facts

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

How to Add Adults to a Roster Using Add Participant

How to Register Multiple Participants Using New Order

Overview of Adult & Multi Participant Registrations

The Customer Experience When Booking Multiple Participants

Parent And Child Class Set Up

Explore functionality for adult or mixed age programs

Adult Registration

Migrating to Google Analytics 4 (GA4)

Widget Analytics Overview

Using Google Analytics With Sawyer

Using the Facebook Tracking Pixel With Sawyer

Using Other Analytics Integrations 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

Other Functionality

Sign In

Find answers and get help from Intercom Support and Community Experts

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