# Arketa Help Center

> Arketa is fitness and wellness studio management software. This help center contains step-by-step guides, setup instructions, and answers to common questions for studio owners and instructors.

For the complete documentation in a single file, see [llms-full.txt](https://help.arketa.com/llms-full.txt).

## Getting Started

- [Welcome to Arketa](https://help.arketa.com/getting-started/welcome): Arketa is a business management platform built for fitness and wellness studios. Here's everything you need to get running.
- [Launch checklist](https://help.arketa.com/getting-started/launch-checklist): A step-by-step checklist to get your Arketa account set up and ready for your first clients.
- [Connect Stripe](https://help.arketa.com/getting-started/connect-stripe): Stripe handles all payment processing in Arketa. Here's how to connect your account and set it up correctly.
- [Set up business settings](https://help.arketa.com/getting-started/business-settings): Configure your business name, branding, cancellation policy, and key preferences before you go live.
- [Add Arketa to your website](https://help.arketa.com/getting-started/embed-on-website): Embed your class schedule, pricing, video library, or booking widget directly into your website.
- [Transferring clients to Arketa](https://help.arketa.com/getting-started/transfer-clients): Moving from another platform? Here's how to bring your existing clients over and what to send them.
- [Contact & support](https://help.arketa.com/getting-started/contact-support): How to get help from the Arketa team and where to find learning resources.
- [Business app](https://help.arketa.com/getting-started/business-app): Run your studio from your phone with the Arketa business app — insights, schedule, clients, and messaging — plus mobile web for deeper reporting.
- [Test the client experience](https://help.arketa.com/getting-started/test-client-experience): Create a test client account and a 100% off promo code so you can try booking, purchasing, and checkout exactly as your clients would.

## Schedule

- [Schedule overview](https://help.arketa.com/schedule/overview): A quick guide to how scheduling works in Arketa — classes, events, appointments, and how they fit together.
- [Classes, events & appointments](https://help.arketa.com/schedule/class-vs-event): The difference between classes, events, and appointments in Arketa — and when to use each one.
- [Using the schedule calendar](https://help.arketa.com/schedule/calendar): Navigate month, week, and day views in the Arketa schedule — and use quick actions directly from the calendar grid.
- [Studio + Staff schedule view](https://help.arketa.com/schedule/studio-staff-view): See classes, appointments, events, and published staff shifts together in one timeline.
- [Add a class](https://help.arketa.com/schedule/classes/add-a-class): How to add a group class, event, or recurring session to your Arketa schedule.
- [Class types & templates](https://help.arketa.com/schedule/classes/class-types): Create service type templates to speed up class scheduling and keep your offerings organized.
- [Recurring classes](https://help.arketa.com/schedule/classes/recurring-classes): How to schedule recurring classes and manage your entire series at once.
- [Private classes](https://help.arketa.com/schedule/classes/private-classes): How to create hidden or invite-only classes that don't appear on your public schedule.
- [Donation-based classes](https://help.arketa.com/schedule/classes/donation-classes): How to set up sliding scale or pay-what-you-can pricing for a class.
- [Edit or delete a class](https://help.arketa.com/schedule/classes/edit-a-class): How to update, delete, or restore individual classes or entire recurring series.
- [Cancel a class](https://help.arketa.com/schedule/classes/cancel-a-class): How to cancel a single class or an entire recurring series, with options to notify and refund clients.
- [Change the instructor](https://help.arketa.com/schedule/classes/change-instructor): How to update the instructor on a single class or notify a sub.
- [Event and workshop checkout images](https://help.arketa.com/schedule/classes/event-workshop-images): Add a banner photo to your event or workshop checkout page and use the recommended size so it looks sharp.
- [Set up Zoom](https://help.arketa.com/schedule/livestream/setup): Connect your Zoom account to Arketa so classes automatically get unique meeting links.
- [Livestream classes](https://help.arketa.com/schedule/livestream/livestream-classes): How to add a virtual class to your schedule using Zoom or a custom streaming link.
- [Zoom best practices](https://help.arketa.com/schedule/livestream/zoom-tips): Settings and tips to make your Zoom classes run smoothly for you and your clients.
- [Auto-upload Zoom recordings](https://help.arketa.com/schedule/livestream/zoom-to-library): Automatically send Zoom class recordings to your on-demand video library after class.
- [Check-in screen overview](https://help.arketa.com/schedule/checkin/overview): Everything you can do from Arketa's class check-in screen during and after class.
- [Check in a client](https://help.arketa.com/schedule/checkin/check-in-client): How to check in clients when they arrive for class.
- [Barcode scanner check-in](https://help.arketa.com/schedule/checkin/barcode-scanner): Use a USB barcode scanner at the front desk to check clients in instantly
- [Add a client to a class](https://help.arketa.com/schedule/checkin/add-to-class): How to add an existing or new client to a class from the check-in screen, with or without payment.
- [Late cancel & no-show](https://help.arketa.com/schedule/checkin/late-cancel-no-show): How to handle late cancellations and no-shows, including manual fees and automated penalties.
- [Move a client between classes](https://help.arketa.com/schedule/checkin/move-between-classes): How to move a client from one class to another and handle the credit transfer.
- [Roster, email & export](https://help.arketa.com/schedule/checkin/roster): How to email all clients in a class, export the roster, and send liability waivers.
- [Class notes](https://help.arketa.com/schedule/checkin/class-notes): Pin a staff-only note to a class or event so whoever runs the session sees it on the check-in screen.
- [How waitlists work](https://help.arketa.com/schedule/waitlist/overview): Everything you need to know about Arketa's waitlist — how clients join, how spots are filled, and how you manage it.
- [Automatic waitlisting](https://help.arketa.com/schedule/waitlist/automatic-waitlist): Set up Arketa to automatically move clients from the waitlist into class when a spot opens.
- [Reordering the waitlist](https://help.arketa.com/schedule/waitlist/reordering): Manually adjust the waitlist order to prioritize specific clients.
- [Create a spot map](https://help.arketa.com/schedule/spot-booking/create-spot-map): Set up a visual room layout so clients can choose their bike, mat, or station when booking, and match class capacity to your spots to prevent overbooking.
- [Manage spots](https://help.arketa.com/schedule/spot-booking/manage-spots): Edit, rename, or mark spots as unavailable in your room layout.
- [Book a spot for a client](https://help.arketa.com/schedule/spot-booking/book-a-spot): Assign a specific spot to a client from the class roster or check-in screen.
- [Booking requirements](https://help.arketa.com/schedule/settings/booking-requirements): Restrict class bookings to clients with specific tags — useful for intro classes, advanced levels, or prerequisites.
- [Credit allotments](https://help.arketa.com/schedule/settings/credit-allotments): Require multiple credits for booking certain classes or services.
- [Booking windows](https://help.arketa.com/schedule/settings/booking-windows): Control how far in advance clients can book, when booking closes, and how delayed scheduling and member perks interact.
- [Timezones](https://help.arketa.com/schedule/settings/timezones): Understand how Arketa handles timezones for class scheduling and how to configure timezone display for your clients.
- [Sharing class links](https://help.arketa.com/schedule/settings/sharing-links): Share direct links to individual classes or your full schedule with clients.

## Video

- [On-demand video](https://help.arketa.com/on-demand/overview): Build a video library your clients can access anytime — classes, programs, audio, and more.
- [Videos, collections, and categories](https://help.arketa.com/on-demand/videos-vs-collections): Understand how the three building blocks of your on-demand library work together.
- [Premium video storage](https://help.arketa.com/on-demand/premium-storage): Upgrade to Mux-powered video streaming for adaptive quality and better playback across all devices and connections.
- [Upload a video](https://help.arketa.com/on-demand/upload/upload-a-video): Add a video to your on-demand library, set pricing, and publish it for clients.
- [Upload audio](https://help.arketa.com/on-demand/upload/upload-audio): Add audio-only content to your video library by converting it to MP4 first.
- [YouTube and Vimeo videos](https://help.arketa.com/on-demand/upload/youtube-vimeo): Link YouTube or Vimeo content directly to your Arketa video library without re-uploading.
- [File types and limits](https://help.arketa.com/on-demand/upload/file-types-and-limits): Supported video formats, upload size limits, and how to reduce large files.
- [Recording tips](https://help.arketa.com/on-demand/upload/recording-tips): Audio, camera, and iPhone settings to get the best results for your on-demand videos.
- [Video categories](https://help.arketa.com/on-demand/organizing/categories): Organize your library into carousels so clients can browse and discover content easily.
- [Video collections](https://help.arketa.com/on-demand/organizing/collections): Group multiple videos into a series or program that clients can work through in order.
- [Library filters](https://help.arketa.com/on-demand/organizing/filters): Add filters to your video library so clients can search and narrow down content.
- [Schedule a video release](https://help.arketa.com/on-demand/organizing/schedule-video): Set a future release date so your video goes live automatically at a specific time.
- [Edit, share, and delete videos](https://help.arketa.com/on-demand/managing/edit-share-delete): Manage your video library — update details, share links, duplicate, or remove videos.
- [Video in communities](https://help.arketa.com/on-demand/managing/video-in-communities): Share videos between your on-demand library and community portals without re-uploading.
- [Use a video in place of a livestream](https://help.arketa.com/on-demand/managing/livestream-replacement): Swap a scheduled livestream class for an on-demand video — useful when you're traveling or pre-recording content.
- [Video comments](https://help.arketa.com/on-demand/managing/comments): Turn on comments so members can discuss and give feedback on your on-demand videos, and moderate them from your dashboard.
- [Download videos from your library](https://help.arketa.com/on-demand/managing/download-videos): Download a copy of any video you've uploaded to your on-demand library.
- [Video quality and streaming](https://help.arketa.com/on-demand/playback/quality): How Arketa handles video streaming and what affects playback quality for your clients.
- [Video playback troubleshooting](https://help.arketa.com/on-demand/playback/troubleshooting): Fix common video issues for you and your clients.
- [Chromecast](https://help.arketa.com/on-demand/playback/chromecast): Stream your on-demand videos to a TV using Chromecast.

## Appointments

- [Appointments](https://help.arketa.com/appointments/overview): Manage private sessions, 1-on-1 bookings, and appointment-based services in Arketa.
- [Schedule an appointment](https://help.arketa.com/appointments/schedule-appointment): Book an appointment for a client from your dashboard.
- [Add an appointment service type](https://help.arketa.com/appointments/services/add-service-type): Create the types of private sessions or appointments your clients can book.
- [Edit or delete a service type](https://help.arketa.com/appointments/services/edit-delete): Update or remove appointment service types.
- [Share your booking link](https://help.arketa.com/appointments/availability/share-calendar): Give clients a direct link to book appointments, or embed your availability on your website.
- [Team member availability](https://help.arketa.com/appointments/availability/team-availability): Set weekly hours and the services offered for each team member who takes appointments.
- [Rooms and resources](https://help.arketa.com/appointments/availability/rooms-resources): Set up physical rooms and equipment resources that appointments are booked into.
- [Location availability](https://help.arketa.com/appointments/availability/location-availability): Set business hours, per-service availability, and room capacity for each location to control when and where clients can book appointments.
- [Availability overrides](https://help.arketa.com/appointments/availability/overrides): Temporarily change your availability for specific dates without altering your regular schedule.
- [Block time](https://help.arketa.com/appointments/availability/block-time): Block off time slots on the appointment calendar so clients can't book during that period.
- [Buffers between appointments](https://help.arketa.com/appointments/availability/buffers): Add automatic padding between appointments so you have time to reset between sessions.
- [Calendar settings](https://help.arketa.com/appointments/calendar/settings): Configure how your appointment calendar looks and behaves.
- [Calendar colors and icons](https://help.arketa.com/appointments/calendar/colors-icons): Understand what the colors and status indicators on the appointment calendar mean.
- [Recurring appointments](https://help.arketa.com/appointments/calendar/recurring): Set up appointments that repeat on a regular schedule for ongoing clients.
- [Modify an appointment](https://help.arketa.com/appointments/calendar/modify): Edit, reschedule, cancel, or add notes to an existing appointment.
- [Troubleshooting appointments](https://help.arketa.com/appointments/troubleshooting): Fix common issues with appointment availability, booking, and calendar display.

## Clients

- [Clients](https://help.arketa.com/clients/overview): Manage client profiles, bookings, notes, and account access all from one place.
- [Add a client](https://help.arketa.com/clients/profiles/add-client): Manually create a client profile in Arketa.
- [Search, edit, and remove clients](https://help.arketa.com/clients/profiles/search-edit-remove): Find clients in your list, update their profile details, or remove them from your account.
- [Merge client accounts](https://help.arketa.com/clients/profiles/merge-accounts): Combine duplicate client profiles into one when a client has two accounts.
- [Custom fields](https://help.arketa.com/clients/profiles/custom-fields): Collect additional information from clients at signup or on their profile.
- [Client tags](https://help.arketa.com/clients/profiles/tags): Tag clients to segment your list, gate class access, and power automations.
- [Family sharing](https://help.arketa.com/clients/profiles/family-sharing): Let family members share packages and memberships, and allow parents to book and sign waivers for their children.
- [Client documents](https://help.arketa.com/clients/notes/documents): Upload and store files on a client's profile — waivers, intake forms, health documents, and more.
- [Client timelines](https://help.arketa.com/clients/notes/timelines): See a full chronological history of all communication and activity for a client.
- [Client notes](https://help.arketa.com/clients/notes/client-notes): Add, format, and share notes across client profiles, sessions, and check-in.
- [View booking history](https://help.arketa.com/clients/bookings/view-history): See all past and upcoming bookings for a client from their profile.
- [Create a reservation for a client](https://help.arketa.com/clients/bookings/create-reservation): Book a client into a class or appointment from their profile or from the schedule.
- [Modify or cancel a booking](https://help.arketa.com/clients/bookings/modify-cancel): Edit, move, or cancel a client's reservation from their profile or from the schedule.
- [Reservation statuses](https://help.arketa.com/clients/bookings/reservation-statuses): What each booking status means in Arketa.
- [Booking issues](https://help.arketa.com/clients/bookings/booking-issues): Troubleshoot common problems clients have when trying to book or access their account.
- [Password reset](https://help.arketa.com/clients/account/password-reset): Help a client reset their password and troubleshoot login issues.
- [Email preferences](https://help.arketa.com/clients/account/email-preferences): Manage what emails a client receives from your studio.
- [Account credits](https://help.arketa.com/clients/account/credits): Add, remove, and understand account credits on a client's profile.
- [Client milestones](https://help.arketa.com/clients/account/milestones): Track class attendance milestones and recognize clients for their loyalty.
- [Edit a client's package](https://help.arketa.com/clients/account/edit-package): Adjust the credits remaining or expiration date on a package a client has already purchased.
- [Universal login](https://help.arketa.com/clients/account/universal-login): How Arketa's universal login works, what it means for clients and team members, and how to troubleshoot common account questions.

## Pricing

- [Pricing](https://help.arketa.com/pricing/overview): Create and manage all your pricing options — classes, memberships, packages, and more.
- [Choosing a pricing option](https://help.arketa.com/pricing/which-option): Figure out which pricing structure works best for your business model.
- [Drop-in pricing](https://help.arketa.com/pricing/types/drop-in): Create a one-time purchase option for individual classes or sessions.
- [Class packages](https://help.arketa.com/pricing/types/class-package): Create a bundle of credits clients buy upfront and use to book classes over time.
- [Memberships](https://help.arketa.com/pricing/types/membership): Create auto-renewing memberships with unlimited or credit-based access.
- [Intro offers](https://help.arketa.com/pricing/types/intro-offer): Create a discounted first-time offer or free trial to convert new clients into regulars.
- [Bundles](https://help.arketa.com/pricing/types/bundle): Package multiple service types or offerings together in one pricing option.
- [Payment plans](https://help.arketa.com/pricing/types/payment-plan): Split a larger program or package cost into automatic installments.
- [Invoices](https://help.arketa.com/pricing/types/invoice): Send custom invoices for one-off or non-standard services.
- [Community pricing](https://help.arketa.com/pricing/types/community-pricing): Create pricing options that give clients access to your community portals.
- [Edit, duplicate, and delete pricing options](https://help.arketa.com/pricing/managing/edit-duplicate-delete): Manage your existing pricing options — update prices, duplicate configurations, or remove options.
- [Hide pricing options](https://help.arketa.com/pricing/managing/hide-pricing): Remove a pricing option from your public pricing page without deleting it.
- [Custom checkout](https://help.arketa.com/pricing/managing/custom-checkout): Configure what clients see and can do during the checkout experience.
- [Unlimited memberships](https://help.arketa.com/pricing/managing/unlimited-memberships): How unlimited access memberships work for classes and on-demand videos.
- [Sharing pricing options](https://help.arketa.com/pricing/managing/sharing-options): Share a direct link to a specific pricing option for targeted sales.
- [Buy pages](https://help.arketa.com/pricing/managing/buy-pages): Build curated, category-organized pricing pages to feature specific offerings on your website and branded app.
- [Billing intervals](https://help.arketa.com/pricing/subscriptions/billing-intervals): Set how often memberships bill — monthly, weekly, annual, or custom intervals.
- [Pause, modify, or cancel a subscription](https://help.arketa.com/pricing/subscriptions/pause-modify-cancel): Manage client memberships — pause billing, change the plan, or cancel.
- [Guest passes](https://help.arketa.com/pricing/subscriptions/guest-passes): Give members the ability to bring guests to class with their membership.
- [Client self-cancellation](https://help.arketa.com/pricing/subscriptions/self-cancel): Let clients cancel their own memberships online, or require them to contact you.
- [Future start dates](https://help.arketa.com/pricing/subscriptions/future-start-date): Sell a membership that starts billing on a specific future date.
- [Booking limits](https://help.arketa.com/pricing/subscriptions/booking-limits): Restrict how many classes an unlimited membership holder can book per day.
- [Reserve classes with credits from future billing periods](https://help.arketa.com/pricing/subscriptions/future-billing-credits): Let members book classes in advance using credits from upcoming billing cycles, and configure when this is allowed.
- [Promo codes](https://help.arketa.com/pricing/promos/promo-codes): Create discount codes clients enter at checkout for a reduced price.
- [Automated discounts](https://help.arketa.com/pricing/promos/automated-discounts): Set up discounts that apply automatically without a promo code.
- [Member perks discounts](https://help.arketa.com/pricing/promos/member-perks): Give members automatic discounts on classes, retail, events, and more — no code required.
- [Referral program](https://help.arketa.com/pricing/promos/referral-program): Reward clients who refer friends to your studio with automatic discounts for both parties.
- [Gift cards](https://help.arketa.com/pricing/promos/gift-cards): Sell and redeem gift cards in your studio.

## Payments

- [Point of sale](https://help.arketa.com/payments/pos/overview): Process in-person payments and sales directly from your dashboard.
- [Walk-in sale](https://help.arketa.com/payments/pos/walk-in-sale): Process a sale for a customer without creating an account for them.
- [Checkout flow](https://help.arketa.com/payments/pos/checkout-flow): How the point of sale checkout process works for staff and clients.
- [Send payment links](https://help.arketa.com/payments/pos/payment-links): Let clients pay on their own device from POS checkout — via SMS, email, or both — while you wait at the register.
- [POS favorites](https://help.arketa.com/payments/pos/favorites): Pin frequently sold items to the top of your point of sale for faster checkout.
- [Apple Pay and Google Pay](https://help.arketa.com/payments/pos/apple-google-pay): Accept Apple Pay and Google Pay in person and online.
- [Automated late cancel fees](https://help.arketa.com/payments/pos/late-cancel-automated): Automatically charge clients a fee when they cancel after the cancellation deadline.
- [Payment statuses](https://help.arketa.com/payments/billing/payment-statuses): What each payment status means in Arketa's payment reports.
- [Invoices](https://help.arketa.com/payments/billing/invoices): Create, send, and manage invoices for custom billing.
- [Cash payments](https://help.arketa.com/payments/billing/cash-payments): Process cash transactions and track them in Arketa.
- [Taxes and fees](https://help.arketa.com/payments/billing/taxes-fees): Configure sales tax for your products and services, and understand Stripe processing fees.
- [Refunds](https://help.arketa.com/payments/billing/refunds): Issue full or partial refunds to clients.
- [Ensuring refunds go to the original payment method](https://help.arketa.com/payments/billing/refunds-original-payment-method): Configure refund settings and correct errors to make sure refunds return to the client's original payment method.
- [Manage payment methods](https://help.arketa.com/payments/cards/manage-payment-methods): Add, update, or remove payment methods on a client's account.
- [Failed payments](https://help.arketa.com/payments/cards/failed-payments): Retry declined payments and resolve one-time payment failures.
- [Subscription payment failures](https://help.arketa.com/payments/cards/subscription-failures): What happens when a recurring membership payment fails and how to resolve it.
- [Payment disputes](https://help.arketa.com/payments/cards/disputes): How to handle chargebacks and disputed payments.
- [Fraudulent charges](https://help.arketa.com/payments/cards/fraud-protection): Understand why fraudulent charges happen and the steps you can take to protect your studio from card fraud.
- [Payouts FAQ](https://help.arketa.com/payments/payouts/how-payouts-work): How payouts work on Arketa, from setting up your account to receiving funds.
- [Stripe overview](https://help.arketa.com/payments/payouts/stripe-overview): How Arketa's Stripe integration works and what you manage in each platform.
- [ACH and SEPA payments](https://help.arketa.com/payments/payouts/ach-sepa): Accept bank transfer payments from clients using ACH (US) or SEPA (Europe).
- [Currency](https://help.arketa.com/payments/payouts/currency): How currency settings work in Arketa and Stripe.
- [Accounting and reconciliation](https://help.arketa.com/payments/payouts/accounting): Understand your revenue numbers and reconcile Arketa reports with your bank deposits.
- [WisePOS E terminal](https://help.arketa.com/payments/hardware/wisepos): Set up and use the Stripe WisePOS E card reader for in-person payments.
- [Terminal troubleshooting](https://help.arketa.com/payments/hardware/troubleshooting): Fix common WisePOS E connection and payment issues.
- [Purchase a terminal](https://help.arketa.com/payments/hardware/purchase-terminal): Buy a WisePOS E card reader for in-person payments.
- [Charge subscriptions on the terminal](https://help.arketa.com/payments/hardware/terminal-subscriptions): Whether you can sell a recurring membership on the WisePOS E terminal — and how it differs inside and outside the US.

## Marketing

- [Marketing](https://help.arketa.com/marketing/overview): Grow and retain your client base with email, SMS, automations, and lead management.
- [Marketing dashboard](https://help.arketa.com/marketing/dashboard): See how your business performs across the customer journey — track leads, customers, members, and revenue by source, plus lifecycle transitions.
- [Revenue Overview](https://help.arketa.com/marketing/revenue-overview): Understand the Revenue Overview card on your home dashboard — the revenue Arketa's marketing tools generated for you, broken down by channel.
- [Email broadcasts](https://help.arketa.com/marketing/broadcasts/email-broadcast): Send a one-time email to all your clients or a specific segment.
- [SMS broadcasts](https://help.arketa.com/marketing/broadcasts/sms-broadcast): Send a text message to all your clients or a specific segment.
- [Push notifications](https://help.arketa.com/marketing/broadcasts/push-notification): Send push notifications to clients using your branded mobile app.
- [Broadcast results](https://help.arketa.com/marketing/broadcasts/broadcast-results): Track the performance of your email and SMS campaigns.
- [Email deliverability](https://help.arketa.com/marketing/broadcasts/email-deliverability): Improve inbox placement by connecting your domain and following sending best practices.
- [Email suppression list](https://help.arketa.com/marketing/broadcasts/email-suppression-list): How Arketa automatically protects your sender reputation by skipping problematic email addresses
- [Add video to an email](https://help.arketa.com/marketing/broadcasts/embed-video): Link to videos from your email broadcasts using thumbnails or animated GIFs.
- [Target specific recipients for broadcast emails](https://help.arketa.com/marketing/broadcasts/targeting-broadcast-recipients): Use tags and segments to send broadcast emails to the right clients in Arketa.
- [Build an automation](https://help.arketa.com/marketing/automations/build-automation): Create triggered sequences of emails, texts, and tasks that run automatically.
- [Automation triggers](https://help.arketa.com/marketing/automations/triggers): Reference for every event that can start an automation sequence.
- [Automation actions](https://help.arketa.com/marketing/automations/actions): Reference for the six action types you can add to an automation sequence.
- [Automation goals and results](https://help.arketa.com/marketing/automations/goals): Track how well your automations are performing and view task activity.
- [Pre-made automations](https://help.arketa.com/marketing/automations/premade): Start with a pre-built automation template and customize it for your studio.
- [Manage automations](https://help.arketa.com/marketing/automations/manage): Edit, pause, and monitor your running automations.
- [Tasks](https://help.arketa.com/marketing/automations/tasks): Create to-do reminders for you and your team, assign them, and track them through to done.
- [Segments](https://help.arketa.com/marketing/segments/segments): Group clients by behavior, purchases, or tags to target broadcasts and analyze your list.
- [Lead management](https://help.arketa.com/marketing/segments/lead-management): Track and nurture potential clients from first contact through conversion.
- [Lead forms](https://help.arketa.com/marketing/segments/lead-forms): Capture potential client information from your website, ads, or booking flow.
- [Lifecycle stages](https://help.arketa.com/marketing/segments/lifecycle-stages): Define and automate the stages a potential client moves through on their way to becoming a member.
- [Transactional emails](https://help.arketa.com/marketing/email/transactional-setup): Configure the automated emails Arketa sends for bookings, purchases, and account events.
- [Handlebars (personalization)](https://help.arketa.com/marketing/email/handlebars): Insert dynamic data like client names and booking details into transactional emails.
- [Failed payment notifications](https://help.arketa.com/marketing/email/failed-payment-notification): Customize the email clients receive when a subscription payment fails.
- [Sign-up forms](https://help.arketa.com/marketing/sign-up-forms): Embed an email opt-in form on your website to grow your subscriber list.
- [Reviews and testimonials](https://help.arketa.com/marketing/reviews): Collect client reviews after class and display them on your website.
- [Reserve with Google](https://help.arketa.com/marketing/reserve-with-google): Let clients book classes directly from Google Search and Maps.
- [Facebook and Meta ads](https://help.arketa.com/marketing/facebook-ads): Connect Meta Pixel and the Conversions API (CAPI) so Facebook and Instagram ads optimize on real bookings and revenue.
- [Achievements](https://help.arketa.com/marketing/achievements/achievements): Reward and recognize client milestones to keep them motivated and engaged.
- [Challenges](https://help.arketa.com/marketing/achievements/challenges): Run time-bound challenges to drive attendance, engagement, and friendly competition.
- [Two-way texting](https://help.arketa.com/marketing/inbox/two-way-texting): Send and receive text messages with clients directly from your Arketa dashboard.
- [AI chatbot](https://help.arketa.com/marketing/inbox/ai-chatbot): Set up an AI-powered chat widget on your website to answer client questions and handle bookings.
- [Front Desk AI](https://help.arketa.com/marketing/inbox/front-desk-ai): Automate personalized client outreach and multi-turn SMS conversations with AI — so you can fill classes, sell memberships, and re-engage lapsed clients without lifting a finger.
- [Phone line](https://help.arketa.com/marketing/inbox/phone-line): Answer calls and listen to voicemails from your Arketa dashboard.

## Team

- [Team](https://help.arketa.com/team/overview): Add instructors and staff, manage permissions, set pay rates, and run payroll reports.
- [Add a team member](https://help.arketa.com/team/setup/add-team-member): Add instructors and staff to your Arketa account.
- [Edit or remove a team member](https://help.arketa.com/team/setup/edit-remove): Update team member details or remove them from your account.
- [Roles and permissions](https://help.arketa.com/team/setup/roles-permissions): Control what each staff member can see and do in the Arketa dashboard.
- [Custom permissions](https://help.arketa.com/team/setup/custom-permissions): Create roles with exactly the access your team needs.
- [Team member availability](https://help.arketa.com/team/scheduling/availability): Set up when each team member is available to take appointments.
- [Instructor subbing](https://help.arketa.com/team/scheduling/subbing): Allow instructors to request and pick up substitutions when they can't teach a class.
- [Time clocking](https://help.arketa.com/team/scheduling/time-clocking): Track instructor hours with a PIN-based time clock.
- [Team member notes](https://help.arketa.com/team/scheduling/notes): Keep internal notes on team members visible only to admins.
- [Shift schedule](https://help.arketa.com/team/scheduling/shift-schedule): Build a weekly work schedule for your studio operations team — front desk, managers, cleaners — with availability, publish + notify, and a full activity log.
- [Payroll setup](https://help.arketa.com/team/payroll/setup): Configure how Arketa calculates instructor pay before running payroll reports.
- [Pay rate templates](https://help.arketa.com/team/payroll/pay-rates): Create reusable pay rate templates to quickly assign compensation structures to team members.
- [Export payroll report](https://help.arketa.com/team/payroll/export-report): Generate and download instructor payroll reports by date range.
- [Staff commissions](https://help.arketa.com/team/payroll/commissions): Automatically calculate commissions for team members based on product sales.
- [Embedded Payroll](https://help.arketa.com/team/payroll/embedded-payroll): Pay your W-2 employees and 1099 contractors directly from Arketa, powered by Check.
- [Behind the desk](https://help.arketa.com/team/front-desk/quick-reference): Quick links to the most common front-desk tasks — checking in clients, purchases and refunds, and subbing or cancelling a class.

## Retail

- [Retail](https://help.arketa.com/retail/overview): Sell physical and digital products from your studio dashboard and booking widget.
- [Add a retail product](https://help.arketa.com/retail/products/add-item): Create a new product in your retail inventory.
- [Variants and inventory](https://help.arketa.com/retail/products/variants-inventory): Add size and color options and track stock for each product variant.
- [Bulk upload products](https://help.arketa.com/retail/products/bulk-upload): Migrate a large product catalog into Arketa with help from the support team.
- [Sell retail online](https://help.arketa.com/retail/products/sell-online): Make retail products available for purchase through your booking widget and website.
- [Checkout add-ons](https://help.arketa.com/retail/products/checkout-addons): Present retail items or additional services to clients at checkout before they complete a booking.

## Communities

- [Communities](https://help.arketa.com/communities/overview): Build digital programs, challenges, courses, and membership communities.
- [Community examples](https://help.arketa.com/communities/examples): Real-world examples of what you can build with Arketa Communities.
- [Create a community](https://help.arketa.com/communities/building/create-community): Set up a new community, challenge, or digital program.
- [Community forum](https://help.arketa.com/communities/building/forum): Add a private discussion space to any community or program.
- [Bonus content](https://help.arketa.com/communities/building/bonus-content): Include additional classes and content as bonuses in a community.
- [Include community in a membership](https://help.arketa.com/communities/building/include-in-membership): Unlock community access automatically for active subscription members.
- [Share a community](https://help.arketa.com/communities/building/share): Share your community via direct link or embed it on your website.
- [Community settings](https://help.arketa.com/communities/managing/settings): Configure visibility, access, bulletin boards, and availability for your communities.
- [Manage community members](https://help.arketa.com/communities/managing/members): View, add, and remove members from a community.

## Website & App

- [Arketa website builder](https://help.arketa.com/website-app/website/overview): Build and launch a studio website powered by Arketa's built-in website builder.
- [Go live and publish](https://help.arketa.com/website-app/website/go-live): Publish your Arketa website and make it accessible to the public.
- [Edit your website](https://help.arketa.com/website-app/website/editing): Update text, images, and content on your Arketa website.
- [Navigation and buttons](https://help.arketa.com/website-app/website/navigation): Edit navigation menu links and buttons on your Arketa website.
- [Custom code and embeds](https://help.arketa.com/website-app/website/custom-code): Add custom HTML, embed codes, and third-party tools to your Arketa website.
- [Website analytics](https://help.arketa.com/website-app/website/analytics): View traffic, page views, and user behavior for your Arketa website.
- [Create a pop-up](https://help.arketa.com/website-app/website/popups): Build a pop-up in the Arketa website builder and link it to a button, text, or image so it opens when clients click.
- [Social media icons](https://help.arketa.com/website-app/website/social-icons): Add, remove, or update the social media icons in your branded website footer.
- [Connect a domain](https://help.arketa.com/website-app/domain/connect-domain): Point your custom domain to your Arketa website.
- [SSL and HTTPS](https://help.arketa.com/website-app/domain/ssl): Enable HTTPS with a free SSL certificate for your Arketa website.
- [DNS records reference](https://help.arketa.com/website-app/domain/dns-records): DNS record values needed to connect your domain to your Arketa website.
- [Branded mobile app](https://help.arketa.com/website-app/app/overview): Offer clients a custom-branded iOS and Android app for your studio.
- [Build your app](https://help.arketa.com/website-app/app/build-your-app): Configure tabs, content, and home page sections for your branded app.
- [App design and branding](https://help.arketa.com/website-app/app/design): Customize colors, fonts, icons, and images for your branded app.
- [Push notifications](https://help.arketa.com/website-app/app/push-notifications): Send push notifications to clients through your branded app.
- [App tabs](https://help.arketa.com/website-app/app/tabs): Customize which tabs appear in your branded app and what each one shows.
- [App publishing](https://help.arketa.com/website-app/app/publishing): What to know about publishing your branded app to the App Store and Google Play.
- [App troubleshooting](https://help.arketa.com/website-app/app/troubleshooting): Fix common issues clients experience with the branded mobile app.
- [Apple Pay in your branded app](https://help.arketa.com/website-app/app/apple-pay): Let clients pay with Apple Pay inside your branded iOS app — enable or disable it from Mobile App settings.
- [Arketa Rewind](https://help.arketa.com/website-app/app/rewind): Turn on Arketa Rewind so clients can look back on and share a recap of their recent activity in your branded app.

## Reporting

- [Reporting](https://help.arketa.com/reporting/overview): Track business performance with Arketa's analytics dashboard and detailed reports.
- [Available reports](https://help.arketa.com/reporting/available-reports): Complete list of all reports available in Arketa Analytics.
- [Analytics dashboard](https://help.arketa.com/reporting/dashboard): Use the visual analytics dashboard to track sales, memberships, and engagement trends.
- [Ask AI about your studio (Reporting MCP)](https://help.arketa.com/reporting/claude-mcp): Two ways to ask plain-English questions about your studio data: the in-dashboard Assistant, or connect an outside AI tool like Claude with the Reporting MCP.
- [Studio benchmarks survey](https://help.arketa.com/reporting/benchmarks): Share anonymized studio details in the one-time Studio Survey to help build industry benchmarks.
- [Metrics roundup email](https://help.arketa.com/reporting/metrics-roundup-email): Get a recurring email summary of your studio's headline metrics, with period-over-period change.
- [Booking report](https://help.arketa.com/reporting/bookings/booking-report): View all reservations for classes, videos, and community classes.
- [Attendance reports](https://help.arketa.com/reporting/bookings/attendance): Track how often clients are attending classes, appointments, and on-demand content.
- [Late cancel / no-show report](https://help.arketa.com/reporting/bookings/late-cancel-no-show): See clients who canceled after the window or didn't attend, and charge or waive fees.
- [Unpaid bookings report](https://help.arketa.com/reporting/bookings/unpaid-bookings): See all reservations that haven't been paid.
- [Gym Check-Ins report](https://help.arketa.com/reporting/bookings/check-ins): View all gym check-ins with revenue and payment details.
- [Private Bookings report](https://help.arketa.com/reporting/bookings/private-bookings): View all reservations for private and appointment-based sessions.
- [All Payments report](https://help.arketa.com/reporting/sales/all-payments): See every payment transaction with status, category, and revenue details.
- [Successful Payments report](https://help.arketa.com/reporting/sales/total-sales): All successful payment transactions in one view.
- [Sales by class reports](https://help.arketa.com/reporting/sales/by-class): Revenue breakdown by individual class, service type, or category.
- [Sales by pricing option](https://help.arketa.com/reporting/sales/by-pricing-option): See revenue broken down by individual package and subscription name.
- [Sales by Seller report](https://help.arketa.com/reporting/sales/by-seller): See how much revenue each team member has sold.
- [Refunded Payments report](https://help.arketa.com/reporting/sales/refunds): See all refunds issued across any date range.
- [Tips and Cash Drawer reports](https://help.arketa.com/reporting/sales/tips-cash): Track tips given to instructors and cash vs. card payment totals.
- [Failed Payments report](https://help.arketa.com/reporting/sales/failed-payments): See all failed payment attempts, primarily from subscription billing.
- [Disputed Payments report](https://help.arketa.com/reporting/sales/disputed-payments): See all disputes (chargebacks) made through your business.
- [Private Services Payments report](https://help.arketa.com/reporting/sales/private-services-payments): Detailed payment-level data for private service bookings.
- [Sales by category reports](https://help.arketa.com/reporting/sales/sales-by-category): Revenue broken down by product category and revenue category.
- [Package and deferred revenue reports](https://help.arketa.com/reporting/sales/package-reports): Track deferred revenue, order breakdowns, and expired packages.
- [Subscription reports](https://help.arketa.com/reporting/subscriptions/active): Track active memberships, renewals, cancellations, paused accounts, and past due clients.
- [Subscription Renewals report](https://help.arketa.com/reporting/subscriptions/renewals): See upcoming renewal dates and identify clients without payment methods.
- [Cancellation reports](https://help.arketa.com/reporting/subscriptions/cancellations): Track canceled subscriptions and those set to cancel at end of period.
- [Past Due Subscriptions report](https://help.arketa.com/reporting/subscriptions/past-due): See all subscriptions with an outstanding failed payment.
- [Intro offer reports](https://help.arketa.com/reporting/subscriptions/intro-offers): Track intro offer purchases, active offers, expirations, and conversion to membership.
- [New client reports](https://help.arketa.com/reporting/clients/first-visit): Track first-time members and new client acquisition.
- [Retention reports](https://help.arketa.com/reporting/clients/retention): Track client engagement and identify clients at risk of churning.
- [Client Visit Averages report](https://help.arketa.com/reporting/clients/visit-averages): See average visits per client by service type and time period.
- [Credit balances](https://help.arketa.com/reporting/clients/credit-balances): Track account credit balances across your client list.
- [Gift Card Usage report](https://help.arketa.com/reporting/clients/gift-cards): Track how gift cards are being used across your client base.
- [Client visit reports](https://help.arketa.com/reporting/clients/client-visits): See when clients first and last visited your studio.
- [Gift Card Balances report](https://help.arketa.com/reporting/clients/gift-card-balances): See all gift cards with their current balance status.
- [Birthday reports](https://help.arketa.com/reporting/clients/birthday-reports): See which instructors and clients have a class near their birthday, and how Arketa matches classes to birthdays.
- [Retail payment reports](https://help.arketa.com/reporting/retail/retail-payments): Track retail product sales by payment, product, variant, supplier, and category.
- [Inventory report](https://help.arketa.com/reporting/retail/inventory): View current stock levels for all retail products and variants.
- [Video reports](https://help.arketa.com/reporting/videos): See which on-demand videos are getting the most views.
- [Balance Summary report](https://help.arketa.com/reporting/finance/balance-summary): A summary of payments, fees, refunds, and payouts for a period.
- [Accounting](https://help.arketa.com/reporting/finance/accounting): Understand revenue reporting for accounting purposes and reconcile payouts with sales.
- [1099-K explained](https://help.arketa.com/reporting/finance/1099): Understand your 1099-K from Arketa Merchant Services and why the totals may not match your reports.

## Settings

- [Login and account access](https://help.arketa.com/settings/account/login-details): Sign in to your Arketa dashboard and manage your login credentials.
- [Plan and billing](https://help.arketa.com/settings/account/plan-billing): Manage your Arketa subscription plan, view invoices, update payment details, and track your monthly email and SMS usage.
- [Arketa subscription refund policy](https://help.arketa.com/settings/account/refund-policy): How Arketa's no-refund policy works for your own Arketa subscription, and how to request a review.
- [General business settings](https://help.arketa.com/settings/business/general): Configure your business name, profile image, scheduling URL, and site-wide defaults.
- [Public facing settings](https://help.arketa.com/settings/business/public-facing): Manage your studio's public profile, business info, and social links.
- [Locations](https://help.arketa.com/settings/business/locations): Create and manage locations, rooms, and location-specific settings.
- [Sub management](https://help.arketa.com/settings/business/sub-management): Let instructors request substitute coverage when they have a scheduling conflict, with optional manager approval.
- [Taxes](https://help.arketa.com/settings/business/taxes): Set up tax rates for classes, memberships, and retail, including tax-inclusive pricing.
- [Language customization](https://help.arketa.com/settings/business/language): Change terminology used across your Arketa dashboard and client-facing interfaces.
- [Revenue categories](https://help.arketa.com/settings/business/revenue-categories): Create custom revenue categories to track and report on sales by business line.
- [Payment method types](https://help.arketa.com/settings/business/payment-method-types): Label offline payments (Check, Zelle, and more) for point of sale, subscriptions, and invoices.
- [Studio FAQs](https://help.arketa.com/settings/business/faqs): Add frequently asked questions so clients can find answers about your studio, policies, and services before they book.
- [GDPR and data privacy](https://help.arketa.com/settings/business/gdpr): Understand how Arketa handles personal data under GDPR, and what it means for your studio as the data controller.
- [General client settings](https://help.arketa.com/settings/clients/general): Configure milestone preferences and default marketing opt-in behavior for new clients.
- [Required sign-up fields](https://help.arketa.com/settings/clients/required-signup-fields): Choose which profile fields clients must complete when creating an account.
- [Custom fields](https://help.arketa.com/settings/clients/custom-fields): Create custom questions to collect additional information from clients at checkout.
- [Forms](https://help.arketa.com/settings/clients/forms): Build intake forms, waivers, and questionnaires to gather information from clients before they book or attend.
- [Client tags](https://help.arketa.com/settings/clients/tags): Create and manage tags to organize, segment, and filter your client list.
- [Family sharing](https://help.arketa.com/settings/clients/family-sharing): Allow family members and friends to book and cancel classes on each other's behalf.
- [Client note templates](https://help.arketa.com/settings/clients/note-templates): Create reusable note templates for your team to use when writing client notes.
- [Client lifecycle stages](https://help.arketa.com/settings/clients/lifecycle): Define lifecycle stages and transitions to track where clients are in their journey with your studio.
- [Booking windows](https://help.arketa.com/settings/booking/booking-windows): Control how far in advance clients can book, when booking closes, and when cancellations close.
- [Cancellation policy](https://help.arketa.com/settings/booking/cancellation-policy): Set your cancellation window, late cancel fees, and no-show charges.
- [Self check-in](https://help.arketa.com/settings/booking/self-check-in): Set up a client-facing check-in screen for your front desk or studio entrance.
- [Set up barcode check-in](https://help.arketa.com/settings/booking/barcode-check-in): Let clients check in at the front desk by scanning a barcode from their phone
- [Waitlist settings](https://help.arketa.com/settings/booking/waitlist-credits): Configure automated waitlists, credit holds, and waitlist close windows.
- [General schedule settings](https://help.arketa.com/settings/booking/general-schedule): Configure schedule-wide defaults including delayed class display, class series creation horizon, and membership cancellation alerts.
- [No-show and late cancel fees](https://help.arketa.com/settings/booking/no-show-late-cancel): Create fee policies that automatically charge clients for no-shows or late cancellations.
- [Guest list booking](https://help.arketa.com/settings/booking/guest-list-booking): Control which in-person and livestream services allow clients to add guests to their booking.
- [Phone number](https://help.arketa.com/settings/communications/phone): Configure your studio's Arketa phone number, incoming call handling, voicemail greeting, and missed call text.
- [Text reminders](https://help.arketa.com/settings/communications/text-reminders): Enable SMS reminders and notifications for clients, and set the phone number requirement at sign-up.
- [Lead form](https://help.arketa.com/settings/communications/lead-form): Customize and embed a marketing subscription form to capture leads from your website.
- [Email settings](https://help.arketa.com/settings/communications/email-settings): Add and verify custom sender domains and email addresses for outbound communications from Arketa.
- [Transactional emails](https://help.arketa.com/settings/communications/transactional-emails): View and customize the automated emails Arketa sends to clients for bookings, purchases, and account events.
- [Sent transactional messages](https://help.arketa.com/settings/communications/sent-messages): View a log of transactional emails and SMS messages sent to clients.
- [Marketing emails](https://help.arketa.com/settings/communications/marketing-emails): Create and send broadcast marketing emails to your client list from Arketa's marketing email builder.
- [Quick replies](https://help.arketa.com/settings/communications/quick-replies): Save pre-written responses to common client questions so your team can reply faster from the Inbox.
- [Email suppression list](https://help.arketa.com/settings/communications/email-suppression): View and manage email addresses that are blocked from receiving any communications from your studio.
- [Integrations overview](https://help.arketa.com/settings/integrations/overview): Connect Arketa to third-party tools for email marketing, calendar sync, fitness marketplaces, and more.
- [Mailchimp integration](https://help.arketa.com/settings/integrations/mailchimp): Sync your Arketa client list to Mailchimp and trigger email automations based on purchases and activity.
- [Google Calendar sync](https://help.arketa.com/settings/integrations/google-calendar): Sync your Arketa schedule to Google Calendar for a unified view of your appointments and classes.
- [ClassPass integration](https://help.arketa.com/settings/integrations/classpass): List your classes on ClassPass and automatically sync rosters with Arketa.
- [Wellhub integration](https://help.arketa.com/settings/integrations/wellhub): Connect to Wellhub (formerly Gympass) to offer classes to corporate wellness clients.
- [Kisi smart door access](https://help.arketa.com/settings/integrations/kisi): Automatically unlock your gym door when clients check in through your branded app
- [Public API](https://help.arketa.com/settings/integrations/api): Access Arketa data programmatically for custom integrations and tools.
- [MCP server for AI agents](https://help.arketa.com/settings/integrations/mcp): Connect AI assistants like Claude, Cursor, and VS Code Copilot to the Arketa Help Center using the Model Context Protocol (MCP).
- [Zapier integration](https://help.arketa.com/settings/integrations/zapier): Connect Arketa to thousands of apps with Zapier — triggers, actions, API keys, and troubleshooting.
- [Payments setup](https://help.arketa.com/settings/integrations/payments): Connect your bank account, configure payment settings, manage payouts, and set Stripe branding for checkout.
- [Google Analytics and Google Ads](https://help.arketa.com/settings/integrations/google-analytics): Connect Google Analytics, Tag Manager, and Google Ads to track reservations, purchases, and subscriptions on your Arketa booking pages.
- [Early booking privileges](https://help.arketa.com/settings/member-perks/early-booking): Give members with active plans priority access to book classes before the general public.
- [Member discounts](https://help.arketa.com/settings/member-perks/discounts): Create automatic discounts for clients with active memberships to reward loyalty and encourage repeat visits.
- [Staff commissions](https://help.arketa.com/settings/staff/commissions): Configure default commission rates for staff on sales — by global rate, product category, or individual product.

## For Clients

- [Client help center](https://help.arketa.com/for-clients/overview): Everything you need to book classes, manage your account, and get the most out of your studio membership.
- [Book a class](https://help.arketa.com/for-clients/book-a-class): How to find and reserve a spot in a class.
- [Buy a membership or class pack](https://help.arketa.com/for-clients/purchase-membership): How to purchase a membership, class pack, or drop-in to start booking.
- [Access on-demand videos](https://help.arketa.com/for-clients/access-videos): How to watch your studio's on-demand video library.
- [Join a community](https://help.arketa.com/for-clients/join-community): How to join a studio community, challenge, or program.
- [Check in with your barcode](https://help.arketa.com/for-clients/barcode-check-in): Show your barcode at the front desk to check in quickly when you arrive
- [Log in to your account](https://help.arketa.com/for-clients/account/login): How to log in and what to do if you're having trouble.
- [Update your payment method](https://help.arketa.com/for-clients/account/update-payment): Add or change the credit card on your account.
- [Cancel your membership](https://help.arketa.com/for-clients/account/cancel-subscription): How to cancel a membership or subscription if self-service cancellation is enabled.
- [Mobile app](https://help.arketa.com/for-clients/account/mobile-app): Download your studio's app and use it to book classes, watch videos, and manage your account.
- [Delete your account](https://help.arketa.com/for-clients/account/delete-account): How to permanently delete your own account from your studio's website.
- [Update your email address](https://help.arketa.com/for-clients/account/update-email): Change the email on your studio account from your profile.
- [Add your pronouns](https://help.arketa.com/for-clients/account/pronouns): Add your preferred pronouns so your instructors see them on your profile and the class roster.
- [View your purchases and programs](https://help.arketa.com/for-clients/account/purchase-history): See your past purchases, memberships, and programs from your account.
- [Get a receipt for a purchase](https://help.arketa.com/for-clients/account/receipts): How to get an itemized receipt showing the amount for something you bought from your studio.