# Sawyer for Business Support

> Help center for Sawyer

## Getting Started

- [Instructor Guide](https://help.hisawyer.com/en/articles/12793639-instructor-guide.md): This guide helps providers and instructors manage profiles, assignments, and rosters while understanding each role’s permissions and tools.
- [Gift Card Guide](https://help.hisawyer.com/en/articles/14079831-gift-card-guide.md): Learn how to set up, display, and manage gift cards. This includes custom designs, reporting, customer balances, refunds, and FAQs.
- [Sawyerspeak Terminology](https://help.hisawyer.com/en/articles/14646321-sawyerspeak-terminology.md): This article serves as a quick-reference glossary for the key terms you'll encounter when using Sawyer.
- [Accessing Your Account: Login & Password Management](https://help.hisawyer.com/en/articles/11105539-accessing-your-account-login-password-management.md): Learn how to log in to your Sawyer for Business account, access it from multiple locations, and manage your password securely.
- [Payments & Banking Setup](https://help.hisawyer.com/en/articles/11105541-payments-banking-setup.md): Connect your bank account to Sawyer, set up your subscription, and enable ACH payments as an optional payment method for your customers.
- [ACH Payments: Setting up and more information](https://help.hisawyer.com/en/articles/11105543-ach-payments-setting-up-and-more-information.md)
- [Placing a Test Order](https://help.hisawyer.com/en/articles/11105544-placing-a-test-order.md): Test your setup before going live by placing a trial order with a 100% discount coupon. See how customers will experience your registration flow and verify everything looks correct.
- [First Steps Before You Go Live](https://help.hisawyer.com/en/articles/11105545-first-steps-before-you-go-live.md): Complete your onboarding, build your schedule, optionally import contacts, and embed your widget with zero downtime.
- [Two-Factor Authentication](https://help.hisawyer.com/en/articles/12461071-two-factor-authentication.md): Learn how to secure your account with Two-Factor Authentication \(2FA\) using SMS or an Authenticator App.
- [Widget Announcement Banners](https://help.hisawyer.com/en/articles/11105602-widget-announcement-banners.md)
- [Self-Embed Widgets](https://help.hisawyer.com/en/articles/11105549-self-embed-widgets.md)
- [Widget Embed Override URL](https://help.hisawyer.com/en/articles/11105550-widget-embed-override-url.md)
- [What is a Widget Embed?](https://help.hisawyer.com/en/articles/11105551-what-is-a-widget-embed.md)
- [Embedding the Sawyer Widget](https://help.hisawyer.com/en/articles/11105552-embedding-the-sawyer-widget.md)
- [Adding Sawyer as a contributing admin](https://help.hisawyer.com/en/articles/11105553-adding-sawyer-as-a-contributing-admin.md)
- [Widget FAQs](https://help.hisawyer.com/en/articles/11105554-widget-faqs.md)
- [How to Embed a Widget on Squarespace](https://help.hisawyer.com/en/articles/11105555-how-to-embed-a-widget-on-squarespace.md)
- [How to Embed a Widget on Wix](https://help.hisawyer.com/en/articles/11105556-how-to-embed-a-widget-on-wix.md)
- [Going Live and Live View Link](https://help.hisawyer.com/en/articles/11105557-going-live-and-live-view-link.md)
- [Widget Customization Options](https://help.hisawyer.com/en/articles/11105558-widget-customization-options.md)
- [Widget Guide](https://help.hisawyer.com/en/articles/11105559-widget-guide.md): Learn how to embed your Sawyer widget on your website, customize it, and go live. Includes platform-specific instructions, customization options, and FAQs.
- [Understanding Sawyer Fees](https://help.hisawyer.com/en/articles/11105561-understanding-sawyer-fees.md): A complete guide to all fees associated with your Sawyer business account, including subscription costs, payment processing charges, and platform fees.
- [Sawyer Subscription Plans & Features](https://help.hisawyer.com/en/articles/11105563-sawyer-subscription-plans-features.md): Compare Sawyer’s Launch, Grow, and Scale plans to find the right fit for your business. Review pricing, features, and key differences to choose the plan that supports your scheduling, payments, and...
- [Overview of tiered pricing and subscription plans](https://help.hisawyer.com/en/articles/11105564-overview-of-tiered-pricing-and-subscription-plans.md)
- [Payment Processor for Sawyer](https://help.hisawyer.com/en/articles/11105565-payment-processor-for-sawyer.md)
- [How to Charge for Registration Fees](https://help.hisawyer.com/en/articles/11105572-how-to-charge-for-registration-fees.md): Learn six different methods to charge registration fees in the software, from required fees and add-ons to memberships and quick charges. Compare pros and cons to find the best option for your busi...
- [Making Edits](https://help.hisawyer.com/en/articles/11105578-making-edits.md): Learn where and how to make edits across all sections of Sawyer, from activity listings to products and billing settings.
- [How to Set Up Sibling or Multi-Class Discounts](https://help.hisawyer.com/en/articles/11105579-how-to-set-up-sibling-or-multi-class-discounts.md): Compare three discount options—Auto Discounts, Sibling Discounts, and Coupon Codes—to find the best strategy for your business. Includes scenarios for sibling and multi-class discounts.
- [Sawyer Implementation Call Next Steps](https://help.hisawyer.com/en/articles/11105580-sawyer-implementation-call-next-steps.md): Prepare for your Sawyer implementation call with a pre-call checklist, learning resources, and clear goals to ensure a smooth launch.
- [Switching Existing Registration to Sawyer](https://help.hisawyer.com/en/articles/11105582-switching-existing-registration-to-sawyer.md): Migrate customer registrations from other systems to Sawyer using the scenario that matches your situation. Find step-by-step instructions for six common migration paths.
- [How to Add a Sign Up Button to Facebook](https://help.hisawyer.com/en/articles/11105588-how-to-add-a-sign-up-button-to-facebook.md): Add a Sign Up button to your Facebook Business Page and direct customers to your Sawyer scheduling link.
- [Browser Requirements for Sawyer](https://help.hisawyer.com/en/articles/11105589-browser-requirements-for-sawyer.md): Use the latest versions of Chrome, Safari, or Firefox for the best Sawyer experience. Learn why modern browsers matter and what to do if you're using older versions.

## Training Videos

- [Training Videos](https://help.hisawyer.com/en/articles/11105590-training-videos.md): Discover training videos on how to use Sawyer.
- [Welcome to Sawyer + Getting Started](https://help.hisawyer.com/en/articles/11105591-welcome-to-sawyer-getting-started.md): Learn the basics of Sawyer in this video series.
- [First Steps to Building a Schedule](https://help.hisawyer.com/en/articles/11105592-first-steps-to-building-a-schedule.md): View this training video series on how to build activities, create locations and other items in the Listing section.
- [Creating Scheduled Activities](https://help.hisawyer.com/en/articles/11105593-creating-scheduled-activities.md): Learn more about the scheduling process in Sawyer and explore the different scheduling types found under the Schedules section.
- [Exploring the Customer Experience](https://help.hisawyer.com/en/articles/11105594-exploring-the-customer-experience.md): Learn more about how to customize the customer experience through the Sawyer Widget, Sawyer Marketplace, and by exploring the customer registration process.
- [Managing Your Business on Sawyer!](https://help.hisawyer.com/en/articles/11105595-managing-your-business-on-sawyer.md): This training video series covers the essential tools for managing your day-to-day operations in Sawyer.
- [Learn how to use Memberships!](https://help.hisawyer.com/en/articles/11105596-learn-how-to-use-memberships.md): This training video series explores the Memberships feature in your Sawyer for Business account.

## Using Sawyer for Business

- [Making updates to your Sawyer for Business account](https://help.hisawyer.com/en/articles/11105597-making-updates-to-your-sawyer-for-business-account.md): Learn how to update your business address, owner name, banking details, and subscription information in your Sawyer account, including important sales tax requirements.
- [Manage Email Settings and Reminders](https://help.hisawyer.com/en/articles/11105598-manage-email-settings-and-reminders.md): 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.
- [How to Remove the Capacity from the Customer View](https://help.hisawyer.com/en/articles/11105599-how-to-remove-the-capacity-from-the-customer-view.md)
- [Customer Profiles on Sawyer for Business](https://help.hisawyer.com/en/articles/11105600-customer-profiles-on-sawyer-for-business.md): 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.
- [Business Profile Completion Checklist](https://help.hisawyer.com/en/articles/11105601-business-profile-completion-checklist.md): 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.
- [Tax IDs](https://help.hisawyer.com/en/articles/11105603-tax-ids.md): Learn how to display your business Tax ID on order confirmation pages and emails in Sawyer so parents can request receipts for FSAs.
- [Forgot or Change Password](https://help.hisawyer.com/en/articles/11105606-forgot-or-change-password.md)
- [Using your Mailchimp + Constant Contact Integration](https://help.hisawyer.com/en/articles/11105607-using-your-mailchimp-constant-contact-integration.md): 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.
- [Users & Permissions](https://help.hisawyer.com/en/articles/11105608-users-permissions.md): Learn how to invite team members to your Sawyer account, assign user roles, manage email communication preferences, and remove users from your business portal.
- [Manage Payment Methods and Banking](https://help.hisawyer.com/en/articles/11105609-manage-payment-methods-and-banking.md): Learn how to update your subscription credit card and change the bank account where Sawyer sends your payments, including identity verification requirements.
- [Configure Roster Settings & Labels](https://help.hisawyer.com/en/articles/11105611-configure-roster-settings-labels.md): Learn how to customize what information displays on your rosters and organize students with labels to keep your rosters clean and organized.
- [Roster Reports & Attendance Records](https://help.hisawyer.com/en/articles/11105612-roster-reports-attendance-records.md): Learn how to print, download, and customize rosters for your records, and access student attendance history for tracking participation.
- [Roster: Overview & Navigation](https://help.hisawyer.com/en/articles/11105613-roster-overview-navigation.md): 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.
- [Upcoming Overview](https://help.hisawyer.com/en/articles/11105614-upcoming-overview.md)
- [Manage Your Roster: Actions & Tasks](https://help.hisawyer.com/en/articles/11105617-manage-your-roster-actions-tasks.md): 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.
- [Managing a Customer's Email Address](https://help.hisawyer.com/en/articles/11105622-managing-a-customer-s-email-address.md): Learn how to help your customers update or correct their email address, including steps for account access issues, duplicate accounts, and contacting support.
- [How to Manage a Client's Payment Methods](https://help.hisawyer.com/en/articles/11105623-how-to-manage-a-client-s-payment-methods.md): Learn how to add a payment method on behalf of a client and update their default card directly from their contact profile.
- [Bookings Tab](https://help.hisawyer.com/en/articles/11105624-bookings-tab.md): 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.
- [How to Use Quick Charge](https://help.hisawyer.com/en/articles/11105626-how-to-use-quick-charge.md): 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.
- [Live View: Testing & Previewing Your Activities](https://help.hisawyer.com/en/articles/11105629-live-view-testing-previewing-your-activities.md): Learn how to use Live View to test and preview your activities, explore filters, and understand the complete customer registration flow before going live.
- [How to Add a Party, Private Event or Field Trip](https://help.hisawyer.com/en/articles/11105632-how-to-add-a-party-private-event-or-field-trip.md): 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.
- [Packs Overview](https://help.hisawyer.com/en/articles/11105649-packs-overview.md): 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.
- [How to Set Up and Manage Memberships](https://help.hisawyer.com/en/articles/11105655-how-to-set-up-and-manage-memberships.md): 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 Register Adults](https://help.hisawyer.com/en/articles/11105661-how-to-register-adults.md): 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.
- [Widget Analytics Overview](https://help.hisawyer.com/en/articles/11105668-widget-analytics-overview.md)
- [Using Google Analytics With Sawyer](https://help.hisawyer.com/en/articles/11105669-using-google-analytics-with-sawyer.md)
- [Using the Facebook Tracking Pixel With Sawyer](https://help.hisawyer.com/en/articles/11105670-using-the-facebook-tracking-pixel-with-sawyer.md)
- [Enable the Widget Calendar](https://help.hisawyer.com/en/articles/11105685-enable-the-widget-calendar.md)
- [Add Terms and Conditions to Sawyer](https://help.hisawyer.com/en/articles/11105696-add-terms-and-conditions-to-sawyer.md)
- [Start Texting in Sawyer](https://help.hisawyer.com/en/articles/11105694-start-texting-in-sawyer.md)
- [Adding Custom Payment Methods](https://help.hisawyer.com/en/articles/11105693-adding-custom-payment-methods.md)
- [Managing Your Account in Twilio](https://help.hisawyer.com/en/articles/11105692-managing-your-account-in-twilio.md)
- [Taking Cash or Check Registrations](https://help.hisawyer.com/en/articles/11105691-taking-cash-or-check-registrations.md)
- [Twilio Onboarding Guide \(Part 2\)](https://help.hisawyer.com/en/articles/11105690-twilio-onboarding-guide-part-2.md)
- [Customize Your Order Confirmation](https://help.hisawyer.com/en/articles/11105689-customize-your-order-confirmation.md)
- [Twilio Onboarding Guide \(Part 1\)](https://help.hisawyer.com/en/articles/11105688-twilio-onboarding-guide-part-1.md)
- [How to Use the Check In & Check Out Feature on the Roster](https://help.hisawyer.com/en/articles/11105687-how-to-use-the-check-in-check-out-feature-on-the-roster.md)
- [SMS Getting Started Guide](https://help.hisawyer.com/en/articles/11105686-sms-getting-started-guide.md)
- [Automatic Abandoned Cart Emails](https://help.hisawyer.com/en/articles/11105674-automatic-abandoned-cart-emails.md)
- [Age Restrictions and Alerts](https://help.hisawyer.com/en/articles/11105684-age-restrictions-and-alerts.md)
- [Uploading Images to Sawyer](https://help.hisawyer.com/en/articles/11105683-uploading-images-to-sawyer.md)
- [Facebook Pixel Setup](https://help.hisawyer.com/en/articles/11105682-facebook-pixel-setup.md)
- [Using HTML in Sawyer](https://help.hisawyer.com/en/articles/11105681-using-html-in-sawyer.md)
- [Setting Up Your Sawyer and Zapier Integration](https://help.hisawyer.com/en/articles/11105679-setting-up-your-sawyer-and-zapier-integration.md)
- [10-Minute Cart Timer](https://help.hisawyer.com/en/articles/11105678-10-minute-cart-timer.md)
- [How Do I Ask for Pronouns?](https://help.hisawyer.com/en/articles/11105677-how-do-i-ask-for-pronouns.md)
- [Introduction to SMS: Twilio Integration](https://help.hisawyer.com/en/articles/11105675-introduction-to-sms-twilio-integration.md)
- [Cloudflare Waiting Room During Rush Registration](https://help.hisawyer.com/en/articles/13225230-cloudflare-waiting-room-during-rush-registration.md): 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.
- [Sawyer SMS \(powered by Twilio\)](https://help.hisawyer.com/en/articles/13344163-sawyer-sms-powered-by-twilio.md): 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 star...
- [Sawyer Website Builder](https://help.hisawyer.com/en/articles/13703788-sawyer-website-builder.md): 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 with...
- [Makeups](https://help.hisawyer.com/en/articles/14743695-makeups.md): Learn how to enable the Makeups feature, issue and manage makeup tokens, and understand how customers redeem tokens to book a new class.
- [AI Business Advisor](https://help.hisawyer.com/en/articles/15036798-ai-business-advisor.md): 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.
- [Custom Branded App \(CBA\)](https://help.hisawyer.com/en/articles/15503594-custom-branded-app-cba.md): Learn how to access, navigate, and manage your Custom Branded App subscription, including viewing billing details, accessing the Admin Console, and canceling your subscription.

## New Reporting Hub

- [What's New: Reporting Dashboards 2.0](https://help.hisawyer.com/en/articles/11105697-what-s-new-reporting-dashboards-2-0.md)
- [New Revenue Insights Dashboard](https://help.hisawyer.com/en/articles/11105698-new-revenue-insights-dashboard.md)
- [New Enrollment Insights Dashboard](https://help.hisawyer.com/en/articles/11105699-new-enrollment-insights-dashboard.md)
- [New Customer Insights Dashboard](https://help.hisawyer.com/en/articles/11105700-new-customer-insights-dashboard.md)
- [Reporting Dashboards 2.0 Exploration Guide](https://help.hisawyer.com/en/articles/11105701-reporting-dashboards-2-0-exploration-guide.md)
- [How to Guide: Reporting Actions - Transforming Data](https://help.hisawyer.com/en/articles/11105702-how-to-guide-reporting-actions-transforming-data.md)
- [How to Guide: Reporting Actions - Export Options](https://help.hisawyer.com/en/articles/11105703-how-to-guide-reporting-actions-export-options.md)
- [How to Guide: Reporting Actions - Saving & Accessing Custom Views](https://help.hisawyer.com/en/articles/11105704-how-to-guide-reporting-actions-saving-accessing-custom-views.md)
- [Reporting Dashboards 2.0 - Workbook Definitions](https://help.hisawyer.com/en/articles/11105705-reporting-dashboards-2-0-workbook-definitions.md): Learn how workbook data is structured in Reporting Dashboards 2.0, including field definitions, data calculations, and how fields compare to legacy reporting options.
- [Downloading Reports from the Roster](https://help.hisawyer.com/en/articles/11105706-downloading-reports-from-the-roster.md)
- [Camps/Events Registration Report](https://help.hisawyer.com/en/articles/11105707-camps-events-registration-report.md)
- [NEW Beta Transactions Report](https://help.hisawyer.com/en/articles/11105708-new-beta-transactions-report.md)
- [Use Sawyer Reports to Identify and Reach Your Audience](https://help.hisawyer.com/en/articles/11105709-use-sawyer-reports-to-identify-and-reach-your-audience.md)
- [How To Access a Donations Report or Optional Add-on Report](https://help.hisawyer.com/en/articles/11105710-how-to-access-a-donations-report-or-optional-add-on-report.md)
- [Free Trial Report](https://help.hisawyer.com/en/articles/11105711-free-trial-report.md)
- [Beta Revenue by Scheduled Activity Report](https://help.hisawyer.com/en/articles/11105712-beta-revenue-by-scheduled-activity-report.md)
- [The Revenue Dashboard](https://help.hisawyer.com/en/articles/11105715-the-revenue-dashboard.md)
- [How to Message Customers From Custom Reports](https://help.hisawyer.com/en/articles/11105716-how-to-message-customers-from-custom-reports.md)
- [Packs By Order Report](https://help.hisawyer.com/en/articles/11105717-packs-by-order-report.md)
- [Reports Overview](https://help.hisawyer.com/en/articles/11105718-reports-overview.md)
- [Reports List](https://help.hisawyer.com/en/articles/11105719-reports-list.md)
- [Custom Reports](https://help.hisawyer.com/en/articles/11105720-custom-reports.md)
- [Waitlist Reports](https://help.hisawyer.com/en/articles/11105722-waitlist-reports.md)
- [Bank Transfers Report](https://help.hisawyer.com/en/articles/11105724-bank-transfers-report.md)
- [Contacts Report](https://help.hisawyer.com/en/articles/11105725-contacts-report.md)
- [Order Report](https://help.hisawyer.com/en/articles/11105727-order-report.md)
- [Payment Plan Reports](https://help.hisawyer.com/en/articles/11105728-payment-plan-reports.md)
- [Semester Registration Report](https://help.hisawyer.com/en/articles/11105730-semester-registration-report.md)
- [Order Detail Report](https://help.hisawyer.com/en/articles/16140017-order-detail-report.md): Understand the Order Detail Report, which displays real-time financial data for each order with detailed breakdowns by location, activity, participant, and instructor. Learn column definitions, gro...

## For Instructors

- [How to Take Attendance](https://help.hisawyer.com/en/articles/11105732-how-to-take-attendance.md)
- [Waitlist Options for Instructors](https://help.hisawyer.com/en/articles/11105733-waitlist-options-for-instructors.md)
- [How to Send Messages](https://help.hisawyer.com/en/articles/11105734-how-to-send-messages.md)
- [How to Place a New Order](https://help.hisawyer.com/en/articles/11105735-how-to-place-a-new-order.md)
- [Add a Student’s Name to a Roster by using +Add Student](https://help.hisawyer.com/en/articles/11105736-add-a-student-s-name-to-a-roster-by-using-add-student.md)
- [How to Remove a Student from a Roster](https://help.hisawyer.com/en/articles/11105738-how-to-remove-a-student-from-a-roster.md)

## Schedules and Listings

- [Removing a Student from the Roster](https://help.hisawyer.com/en/articles/11105742-removing-a-student-from-the-roster.md)
- [Editing Student Enrollment from the Roster](https://help.hisawyer.com/en/articles/11105743-editing-student-enrollment-from-the-roster.md)
- [Viewing Student Information on the Roster](https://help.hisawyer.com/en/articles/11105744-viewing-student-information-on-the-roster.md)
- [Adding Class Notes to a Roster](https://help.hisawyer.com/en/articles/11105745-adding-class-notes-to-a-roster.md)
- [Roster Details & View](https://help.hisawyer.com/en/articles/11105746-roster-details-view.md)
- [Transfer Audit History](https://help.hisawyer.com/en/articles/11105747-transfer-audit-history.md)
- [Overview of Single Day and Multi Day Transfers](https://help.hisawyer.com/en/articles/11105748-overview-of-single-day-and-multi-day-transfers.md)
- [Email Confirmations for Transfers](https://help.hisawyer.com/en/articles/11105749-email-confirmations-for-transfers.md)
- [Transfer for a Multi Day Class or Full Enrollment](https://help.hisawyer.com/en/articles/11105750-transfer-for-a-multi-day-class-or-full-enrollment.md)
- [Transfer to a Single Day](https://help.hisawyer.com/en/articles/11105751-transfer-to-a-single-day.md)
- [How to Create & Apply Cancellation Policies](https://help.hisawyer.com/en/articles/11105754-how-to-create-apply-cancellation-policies.md): Learn how to create cancellation policies, apply them to scheduled activities and appointments, and manage them throughout their lifecycle.
- [Free Trial Offers Training Video](https://help.hisawyer.com/en/articles/11105756-free-trial-offers-training-video.md)
- [Free Trial Setup and Management](https://help.hisawyer.com/en/articles/11105757-free-trial-setup-and-management.md)
- [Free Trials FAQ](https://help.hisawyer.com/en/articles/11105758-free-trials-faq.md)
- [My activity/listing is not displaying in the Appointments editor. Why?](https://help.hisawyer.com/en/articles/11105760-my-activity-listing-is-not-displaying-in-the-appointments-editor-why.md)
- [How to reschedule appointments](https://help.hisawyer.com/en/articles/11105761-how-to-reschedule-appointments.md)
- [Appointments Training Video](https://help.hisawyer.com/en/articles/11105762-appointments-training-video.md)
- [Booking an Appointment on Behalf of a Customer](https://help.hisawyer.com/en/articles/11105763-booking-an-appointment-on-behalf-of-a-customer.md)
- [Viewing Appointments on the Upcoming Calendar](https://help.hisawyer.com/en/articles/11105765-viewing-appointments-on-the-upcoming-calendar.md)
- [Appointments FAQ](https://help.hisawyer.com/en/articles/11105766-appointments-faq.md)
- [Create or Edit an Appointment](https://help.hisawyer.com/en/articles/11105767-create-or-edit-an-appointment.md)
- [Create an Online Appointment](https://help.hisawyer.com/en/articles/11105768-create-an-online-appointment.md)
- [Appointment Settings](https://help.hisawyer.com/en/articles/11105769-appointment-settings.md)
- [Managing Appointments](https://help.hisawyer.com/en/articles/11105770-managing-appointments.md)
- [Appointments Rosters](https://help.hisawyer.com/en/articles/11105772-appointments-rosters.md)
- [Creating and Editing Appointments \(One-Time, Recurring, and Online\)](https://help.hisawyer.com/en/articles/11434003-creating-and-editing-appointments-one-time-recurring-and-online.md)
- [Managing Appointment Rosters: Viewing Upcoming Appointments & Booking / Rescheduling for Customers](https://help.hisawyer.com/en/articles/11434325-managing-appointment-rosters-viewing-upcoming-appointments-booking-rescheduling-for-customers.md)
- [Email Authentication Settings for Online Activities](https://help.hisawyer.com/en/articles/11105773-email-authentication-settings-for-online-activities.md)
- [Zoom FAQ](https://help.hisawyer.com/en/articles/11105774-zoom-faq.md)
- [Sawyer Online Education Guide](https://help.hisawyer.com/en/articles/11105775-sawyer-online-education-guide.md)
- [Creating and Editing Online Activities](https://help.hisawyer.com/en/articles/11105777-creating-and-editing-online-activities.md)
- [Tagging Online Activities](https://help.hisawyer.com/en/articles/11105778-tagging-online-activities.md)
- [Online Activity Automatic Emails and Messaging](https://help.hisawyer.com/en/articles/11105779-online-activity-automatic-emails-and-messaging.md)
- [Special Online Activity Roster Features](https://help.hisawyer.com/en/articles/11105780-special-online-activity-roster-features.md)
- [Waitlist 2.0 Management Notifications](https://help.hisawyer.com/en/articles/11105781-waitlist-2-0-management-notifications.md)
- [How to Invite a Customer to Register from the Waitlist 2.0](https://help.hisawyer.com/en/articles/11105782-how-to-invite-a-customer-to-register-from-the-waitlist-2-0.md)
- [Adding a Customer to the Waitlist 2.0](https://help.hisawyer.com/en/articles/11105784-adding-a-customer-to-the-waitlist-2-0.md)
- [Waitlist 2.0 Overview and Settings](https://help.hisawyer.com/en/articles/11105785-waitlist-2-0-overview-and-settings.md)
- [Where To Find Waitlist Reporting](https://help.hisawyer.com/en/articles/11105787-where-to-find-waitlist-reporting.md)
- [Add Students to a Waitlist](https://help.hisawyer.com/en/articles/11105788-add-students-to-a-waitlist.md)
- [How to Use Waitlists](https://help.hisawyer.com/en/articles/11105790-how-to-use-waitlists.md)
- [Using E-Signature Agreements](https://help.hisawyer.com/en/articles/11105791-using-e-signature-agreements.md): Create, manage, and track electronic signatures for waivers, releases, and agreements. Learn how to set up agreements, assign them to clients and participants, and view signed documents in customer...
- [How to Create an Activity](https://help.hisawyer.com/en/articles/11105792-how-to-create-an-activity.md)
- [Adding Locations](https://help.hisawyer.com/en/articles/11105793-adding-locations.md)
- [Activity Hashtags](https://help.hisawyer.com/en/articles/11105795-activity-hashtags.md)
- [Activity Best Practices](https://help.hisawyer.com/en/articles/11105796-activity-best-practices.md)
- [Enable Dynamic Location Capacity](https://help.hisawyer.com/en/articles/11105797-enable-dynamic-location-capacity.md)
- [Dynamic Location Capacity FAQ](https://help.hisawyer.com/en/articles/11105798-dynamic-location-capacity-faq.md)
- [Using Form Fields for Policies and Waivers](https://help.hisawyer.com/en/articles/11105799-using-form-fields-for-policies-and-waivers.md)
- [HTML Formatting in Form Fields](https://help.hisawyer.com/en/articles/11105800-html-formatting-in-form-fields.md)
- [Form Fields 101](https://help.hisawyer.com/en/articles/11105803-form-fields-101.md)
- [Accessing Form Field Responses](https://help.hisawyer.com/en/articles/11105810-accessing-form-field-responses.md)
- [Semester & Activity Guide](https://help.hisawyer.com/en/articles/14827297-semester-activity-guide.md): Learn how to create a semester, add activities, configure pricing, set up multiday scheduling, and customize advanced settings — all in one place.
- [How to Create & Manage Camps in Sawyer](https://help.hisawyer.com/en/articles/15074764-how-to-create-manage-camps-in-sawyer.md): Learn how to create camp timeframes, set up activities with pricing and add-ons, collect weekly deposits, and transfer campers between weeks in Sawyer.
- [How to Copy Your Schedule](https://help.hisawyer.com/en/articles/11105822-how-to-copy-your-schedule.md)
- [Editing Capacity by Day: "Single Instance" Edits](https://help.hisawyer.com/en/articles/11105823-editing-capacity-by-day-single-instance-edits.md)
- [Widget Tags](https://help.hisawyer.com/en/articles/11105826-widget-tags.md)
- [Pod Learning: Strategy & Setup](https://help.hisawyer.com/en/articles/11105827-pod-learning-strategy-setup.md): Learn how to offer pod learning activities through Sawyer using Semesters, Camps, Appointments, or Parties, and list them on the marketplace to reach parents.
- [Sending a Registration Link to a Customer](https://help.hisawyer.com/en/articles/11105829-sending-a-registration-link-to-a-customer.md)
- [Payment Plans Overview](https://help.hisawyer.com/en/articles/11105830-payment-plans-overview.md)
- [Payment Plans](https://help.hisawyer.com/en/articles/11105831-payment-plans.md)
- [Delete a Scheduled Activity](https://help.hisawyer.com/en/articles/11105832-delete-a-scheduled-activity.md)
- [Hide a Schedule or Activity from the Widget](https://help.hisawyer.com/en/articles/11105833-hide-a-schedule-or-activity-from-the-widget.md)
- [Rescheduling Classes](https://help.hisawyer.com/en/articles/11105834-rescheduling-classes.md)
- [Scheduling Adjustments](https://help.hisawyer.com/en/articles/11105835-scheduling-adjustments.md)
- [Marking a Holiday/Closing on a Time Frame](https://help.hisawyer.com/en/articles/11105836-marking-a-holiday-closing-on-a-time-frame.md)
- [Add-Ons Overview](https://help.hisawyer.com/en/articles/11105837-add-ons-overview.md): Learn how to set up and manage add-ons—including fees, extended services, and optional items—to customize activities and boost revenue.
- [How to Close Registration Early](https://help.hisawyer.com/en/articles/11105839-how-to-close-registration-early.md)

## Orders and Financials 

- [Auto Discounts](https://help.hisawyer.com/en/articles/11105840-auto-discounts.md)
- [Payment Plans: Recording Checks/Cash Payments](https://help.hisawyer.com/en/articles/11105841-payment-plans-recording-checks-cash-payments.md)
- [Add to Balance "Credits" Feature](https://help.hisawyer.com/en/articles/11105842-add-to-balance-credits-feature.md)
- [Order Overview and Functionality](https://help.hisawyer.com/en/articles/11105843-order-overview-and-functionality.md)
- [Processing a Refund](https://help.hisawyer.com/en/articles/11105844-processing-a-refund.md)
- [How to Credit a Customer](https://help.hisawyer.com/en/articles/11105845-how-to-credit-a-customer.md)
- [Invoicing: Creating & Managing Invoiced Orders](https://help.hisawyer.com/en/articles/12993659-invoicing-creating-managing-invoiced-orders.md): Learn how to create, send, view, and manage invoiced orders for miscellaneous items such as parties, one off appointments, costumes, or space rentals.
- [Bank Transfers & Payout Schedules](https://help.hisawyer.com/en/articles/11105848-bank-transfers-payout-schedules.md): Learn how payouts work, view your transactions, choose your payout schedule, and access detailed reporting on deposits and transfers.
- [Stripe Payouts](https://help.hisawyer.com/en/articles/14008207-stripe-payouts.md): Learn how each payout schedule works, when funds are batched and sent, and how long it typically takes for deposits to reach your bank account.
- [How to Create a Coupon](https://help.hisawyer.com/en/articles/11105849-how-to-create-a-coupon.md): Coupon codes are a great option for managing promotions, scholarships, and different discount structures
- [Manage Monthly Billing & Payment Plan Orders](https://help.hisawyer.com/en/articles/11105850-manage-monthly-billing-payment-plan-orders.md)
- [Stripe Capital](https://help.hisawyer.com/en/articles/11105851-stripe-capital.md): Learn how Sawyer's partnership with Stripe Capital works, including eligibility, offer structure, repayment, and answers to frequently asked questions about financing for your business.
- [Stripe Express and Downloading Your 1099K](https://help.hisawyer.com/en/articles/11105852-stripe-express-and-downloading-your-1099k.md): Learn how Sawyer partners with Stripe to file 1099 tax forms. Find out how to access Stripe Express, update your tax information, download your forms, and get support.
- [Managing Order Disputes](https://help.hisawyer.com/en/articles/11105853-managing-order-disputes.md): Learn what payment disputes are, how to prevent them, and how to manage them through the Order Disputes section—including how to submit evidence and understand dispute outcomes.
- [Instant Payouts](https://help.hisawyer.com/en/articles/16762513-instant-payouts.md): Get access to your available balance within minutes — any day, any time.

## Sawyer Marketplace

- [Sawyer Marketplace: Provider Pages & Policies](https://help.hisawyer.com/en/articles/11105854-sawyer-marketplace-provider-pages-policies.md): Learn how your Sawyer Marketplace provider pages work, how to set them up for maximum visibility, and how marketplace policies and refunds are handled.
- [Marketplace Refund Policy](https://help.hisawyer.com/en/articles/11105855-marketplace-refund-policy.md)
- [Provider Pages: Marketplace Pages and Brand Pages FAQ](https://help.hisawyer.com/en/articles/11105866-provider-pages-marketplace-pages-and-brand-pages-faq.md)
- [Maintaining Your Marketplace Listings](https://help.hisawyer.com/en/articles/11105856-maintaining-your-marketplace-listings.md)
- [Marketplace Provider Location Cards FAQ](https://help.hisawyer.com/en/articles/11105857-marketplace-provider-location-cards-faq.md)
- [How to Delete Your Customer's Account](https://help.hisawyer.com/en/articles/11105860-how-to-delete-your-customer-s-account.md)
- [Handling Customer Issues](https://help.hisawyer.com/en/articles/11105861-handling-customer-issues.md)
- [Customer Account Creation](https://help.hisawyer.com/en/articles/11105863-customer-account-creation.md)

## Frequently Asked Questions

- [Managing Rush Registrations](https://help.hisawyer.com/en/articles/11105867-managing-rush-registrations.md)
- [Top 10 Most Asked Questions - Winter Edition](https://help.hisawyer.com/en/articles/11105868-top-10-most-asked-questions-winter-edition.md)
- [End of Year Summary for Your Customers](https://help.hisawyer.com/en/articles/11105869-end-of-year-summary-for-your-customers.md)
- [Top 10 Most Asked Questions - Fall Edition](https://help.hisawyer.com/en/articles/11105870-top-10-most-asked-questions-fall-edition.md)
- [Create a Sawyer Shortcut on your Phone or Tablet](https://help.hisawyer.com/en/articles/11105871-create-a-sawyer-shortcut-on-your-phone-or-tablet.md)
- [There are open spots on my roster, but customers aren't able to sign up. How can they register?](https://help.hisawyer.com/en/articles/11105873-there-are-open-spots-on-my-roster-but-customers-aren-t-able-to-sign-up-how-can-they-register.md)
- [Making Schedule Adjustments with Bookings](https://help.hisawyer.com/en/articles/11105874-making-schedule-adjustments-with-bookings.md)
- [Can I Edit a Membership Plan?](https://help.hisawyer.com/en/articles/11105875-can-i-edit-a-membership-plan.md)
- [Email Marketing Subscriptions FAQ](https://help.hisawyer.com/en/articles/11105876-email-marketing-subscriptions-faq.md)
- [Photo uploading guide for activities and your business profile](https://help.hisawyer.com/en/articles/11105877-photo-uploading-guide-for-activities-and-your-business-profile.md)
- [Types of Customer Emails Generated from Sawyer](https://help.hisawyer.com/en/articles/11105878-types-of-customer-emails-generated-from-sawyer.md)
- [Sawyer Referral Program](https://help.hisawyer.com/en/articles/11105879-sawyer-referral-program.md): Earn a $500 Amazon gift card by referring children's activity providers to Sawyer. Learn how the referral program works, eligibility requirements, and reward conditions.
- [How to Get in Touch](https://help.hisawyer.com/en/articles/11105880-how-to-get-in-touch.md)
- [Uploading a Photo: What is the best size?](https://help.hisawyer.com/en/articles/11105885-uploading-a-photo-what-is-the-best-size.md)
- [FAQ: Taxes \(1099s, Tax IDs, Sales Tax, FSAs, etc\)](https://help.hisawyer.com/en/articles/11105886-faq-taxes-1099s-tax-ids-sales-tax-fsas-etc.md)
- [Email Hacks, Tricks, and Tips](https://help.hisawyer.com/en/articles/11105888-email-hacks-tricks-and-tips.md)
- [Can I Create a Custom Widget for Each Location?](https://help.hisawyer.com/en/articles/11105890-can-i-create-a-custom-widget-for-each-location.md)
- [How do timezones work on the Sawyer Marketplace?](https://help.hisawyer.com/en/articles/11105865-how-do-timezones-work-on-the-sawyer-marketplace.md)
- [Sales Tax Certificate & Tax Exemption Filing](https://help.hisawyer.com/en/articles/11105893-sales-tax-certificate-tax-exemption-filing.md): Sawyer subscription payments will include state-mandated sales tax, where and when applicable. Learn more by viewing this article.
- [Sawyer’s Cancelation Policy](https://help.hisawyer.com/en/articles/11105895-sawyer-s-cancelation-policy.md): Learn about pausing or canceling your subscription to Sawyer.
- [Communicating Refund Options With Parents](https://help.hisawyer.com/en/articles/11105898-communicating-refund-options-with-parents.md)
- [Disputed Credit Card Charges FAQ](https://help.hisawyer.com/en/articles/11105899-disputed-credit-card-charges-faq.md)
- [Can I refund the Sawyer Booking Fee for a customer?](https://help.hisawyer.com/en/articles/11105900-can-i-refund-the-sawyer-booking-fee-for-a-customer.md)
- [Sawyer Reviews](https://help.hisawyer.com/en/articles/11105910-sawyer-reviews.md): Learn how reviews work on the Sawyer Marketplace, including how they're collected, displayed, and managed by providers and customers, and what community standards apply.
- [Top 10 Ways to Use Sawyer’s Reporting Dashboard](https://help.hisawyer.com/en/articles/12472458-top-10-ways-to-use-sawyer-s-reporting-dashboard.md): Discover 10 practical ways to use Sawyer’s Reporting Dashboard — from getting started with insights to tracking revenue, retention, and rosters