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Welcome to Karmasoft
Staff Training Materials
Using This Manual
System Requirements
Getting Started Guide
Basic Overview
Opening Karmasoft
Studio Portal Main Screen
Basics
GSV1 - Signing Up
GSV2 - Profile Settings
GSV3 - Creating Groups
GSV4 - Class Categories
GSV5 - Creating Classes
GSV6 - Creating Packages
GSV7 - Adding Staff
GSV8 - POS Panel
Front Desk Training
Setup
Branches
Creating Groups
Class Listing
Create a New Product
Staff Administration
Instant Sales Set Up
Product Categories
Studio Settings
Dashboard Layout
Main Dashboard
Student Details Panel
Class Sign-In Panel
Instant Sales Panel
Dashboard Navigation
Students
Student Details
Staff
Class Schedule
Create a Task
Setting Staff Permissions
Archiving Staff Members
Assets
Sessions Cards and Purchase Items
Gift Cards
Auto-Pay Accounts
Student Plans Operations
Coupons
Vendors
View and Add New Expenses
Reports
Daily Sales
Activities Report
Tasks
Filtering Sales Reports
Effective Marketing Campaigns
Attendance
Building Student Base
Track Referrals
Minute-by-Minute Payroll Details
Inventory
Open liability After Package Sales
Expenses
Settings
Manage Instant Sales Items
Auto-Emails For Each Product
Groups
Editing Categories
Sales Tax
Class Listing
Workshop Listings
Referral Methods
Accounts Types
Accounts for Categories
Merge Students
Capturing Signature Without Paper Waivers
Embedding Karmasoft
Embedding Karmasoft Elements
Embedded Signup Form
Facebook & Studio Schedule
Booking and Selling Online
Sell Online
Concealling a Product
Merchant Account
Guest Checkout
Schedule Intro
Instructor Portal
Cancel & Restore a Class
Manage Class Capacity and Waitlist
Instructor Bios
Shopping Cart Links
Public Student Portal
Packages, Memberships and Autopay
Viewing and Editing Plans
Students Plans
Sharing Cards with Family or Team
Transfer of Active or Pending Plans
Add Funds to Tab Amount
Refund or Void a Sale
Online Store
Auto-Pay Memberships
Gift Cards with any Amount
Gift Cards Before Class
Integration and Customization
How to Capture Leads
Facebook & Studio Schedule
Adding a Link to Facebook
Share Your Schedule
Integrating Karmasoft and Mailchimp
Data Export
Adding Call-to-Action in Emails
Merchant Account Options
Zoom Integration
Video Tutorials
Formatting Notifications
Front Desk Training
Free Class
Credit Card Details
Passwords Reset Link
Change the Branch
Recover or Change Password
Removing a Student
Updating Company's Logo
Settings Video
Typical Workflows
Attract, Engage, and Convert
Mailchimp Integration
The First Visit
Creating Workshops With Packages & Classes
Quick Email After Class
Payroll Reports
Data Conversion
Import files from any software
FAQs
Change Password
New Student
Deleting Student Account
Version: current
Deleting Student Account
Instructions here.
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New Student
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