# MatSync help center

> Short video guides for every part of MatSync: add members, connect Stripe, create classes and events, record payments, promote belts and more.

Canonical: https://matsync.app/en/help
Language: en

## Getting started

Set up your club and find your way around.

- [A quick tour of the MatSync dashboard](https://matsync.app/en/help/dashboard-tour): What you see on the MatSync home screen: revenue and members, this week’s classes, who needs attention, recent activity and Quick actions. ([Markdown](https://matsync.app/en/help/dashboard-tour.md))
- [How to set up your club in MatSync](https://matsync.app/en/help/set-up-your-club): Add your club name, logo, contact details, address and currency, turn on the disciplines you teach and set up your own ranks and belts. ([Markdown](https://matsync.app/en/help/set-up-your-club.md))
- [How to connect Stripe and accept payments in MatSync](https://matsync.app/en/help/connect-stripe): Connect your Stripe account so members can pay in the app, and choose which manual payment methods, like cash or bank transfer, you accept. ([Markdown](https://matsync.app/en/help/connect-stripe.md))
- [What your members see in the MatSync app](https://matsync.app/en/help/member-app-tour): A tour of the MatSync member app: joining your club, booking classes, attendance leaderboards, training stats, plans, family profiles and belts. ([Markdown](https://matsync.app/en/help/member-app-tour.md))

## Members

Add, invite and manage the people in your club.

- [How to add a member in MatSync](https://matsync.app/en/help/add-a-member): Add a club-managed member in seconds: only a name is required, and they do not need the app. Assign a plan or invite them later. ([Markdown](https://matsync.app/en/help/add-a-member.md))
- [How to invite members to the MatSync app](https://matsync.app/en/help/invite-members): Share your club code or join link so members can download the MatSync app, sign up and join your club, or invite them by email. ([Markdown](https://matsync.app/en/help/invite-members.md))
- [How to find and manage members in MatSync](https://matsync.app/en/help/find-and-manage-members): See active members and renewals, filter newcomers, families and inactive members, search for anyone and open their full profile. ([Markdown](https://matsync.app/en/help/find-and-manage-members.md))
- [How to assign a membership to a member](https://matsync.app/en/help/assign-a-membership): Give a member one of your plans by hand. It is active immediately with start and end dates, and marked as manually assigned. ([Markdown](https://matsync.app/en/help/assign-a-membership.md))
- [How to record a cash or bank transfer payment](https://matsync.app/en/help/record-a-payment): Record a manual payment for a member, choose how they paid, and optionally link it to a plan to activate it at the same time. ([Markdown](https://matsync.app/en/help/record-a-payment.md))
- [Everything in a member’s profile](https://matsync.app/en/help/member-profile): A tour of the member profile: details and contacts, plans and payments, attendance, belt progress, safety notes and signed documents. ([Markdown](https://matsync.app/en/help/member-profile.md))
- [How to add medical details and staff notes](https://matsync.app/en/help/safety-and-staff-notes): Record medical conditions and competitor status for each member, and keep private staff notes that students and parents never see. ([Markdown](https://matsync.app/en/help/safety-and-staff-notes.md))
- [How to mark a member as inactive (and active again)](https://matsync.app/en/help/make-a-member-inactive): Set a member to inactive when they stop training, keep their history, and switch them back any time. Booking a class reactivates them automatically. ([Markdown](https://matsync.app/en/help/make-a-member-inactive.md))
- [How to remove a member from your club](https://matsync.app/en/help/remove-a-member): Remove a member from your roster and the app. Their payments and attendance history are kept; empty profiles are deleted completely. ([Markdown](https://matsync.app/en/help/remove-a-member.md))

## Schedule & attendance

Classes, events and who is training.

- [How to create a recurring class in MatSync](https://matsync.app/en/help/create-a-class): Add a weekly class with its discipline, coach, day, time, age group, level and capacity. Members can book it in the app. ([Markdown](https://matsync.app/en/help/create-a-class.md))
- [How to create a one-off event, seminar or belt test](https://matsync.app/en/help/create-an-event): Add a one-time session such as a seminar, belt test or camp with its date, time, coach and capacity. It shows on that week’s schedule. ([Markdown](https://matsync.app/en/help/create-an-event.md))
- [How to use the weekly class schedule](https://matsync.app/en/help/weekly-schedule): See your recurring classes for the week, filter by discipline, check each coach’s workload and add new classes. ([Markdown](https://matsync.app/en/help/weekly-schedule.md))
- [How to track attendance with On the mat](https://matsync.app/en/help/attendance-on-the-mat): See who trained this month, weekly attendance by month, a leaderboard per discipline and members who need a nudge. ([Markdown](https://matsync.app/en/help/attendance-on-the-mat.md))
- [How to add a student to a class](https://matsync.app/en/help/add-student-to-class): Open any class from your weekly schedule, search for a member and add them to the roster. Members can also book themselves in the app. ([Markdown](https://matsync.app/en/help/add-student-to-class.md))
- [How to complete, cancel or reactivate a class](https://matsync.app/en/help/complete-or-cancel-a-class): Mark a class as completed when it ends, cancel a single class when you cannot run it, and reactivate it if plans change. The roster is kept. ([Markdown](https://matsync.app/en/help/complete-or-cancel-a-class.md))

## Plans & payments

Memberships, payments, discounts and finances.

- [How to create a membership plan or class pack](https://matsync.app/en/help/create-a-membership-plan): Create memberships and class packs with your own price, period, disciplines and age group, as a one-time payment or an auto-renewing subscription. ([Markdown](https://matsync.app/en/help/create-a-membership-plan.md))
- [How to create a 2× or 3× a week membership](https://matsync.app/en/help/limit-classes-per-week): Limit a membership to any number of group classes per week, from 1 to 14. MatSync counts bookings and stops extra ones automatically. ([Markdown](https://matsync.app/en/help/limit-classes-per-week.md))
- [How to set up family and new-member discounts](https://matsync.app/en/help/family-discounts): Set your own family tiers and welcome discount, as a percentage or fixed amount. MatSync finds families and applies the best discount at checkout. ([Markdown](https://matsync.app/en/help/family-discounts.md))
- [How to see revenue and payments in MatSync](https://matsync.app/en/help/finances-overview): Total revenue, payments, average payment and fees, your revenue trend, payment methods and monthly and quarterly revenue. ([Markdown](https://matsync.app/en/help/finances-overview.md))
- [How to add merchandise and show it in the member app](https://matsync.app/en/help/sell-merchandise): Add gis, rash guards, belts and other gear with your own prices and stock, and show your club store to members in the MatSync app. ([Markdown](https://matsync.app/en/help/sell-merchandise.md))

## Team & progress

Staff roles, belts and promotions.

- [How to add instructors and admins to your club](https://matsync.app/en/help/add-staff-and-roles): Make a member an instructor or admin, change roles any time and understand who can do what. Staff need a MatSync account. ([Markdown](https://matsync.app/en/help/add-staff-and-roles.md))
- [How to promote a student or award stripes](https://matsync.app/en/help/promote-a-belt): Start tracking a student’s belt, then record promotions with a new belt or stripes. Every promotion is saved to their belt history. ([Markdown](https://matsync.app/en/help/promote-a-belt.md))
- [How to track belt progression for your whole club](https://matsync.app/en/help/track-belt-progression): See who is ready for promotion, your belt distribution, recent promotions and the requirements for every rank in your own belt system. ([Markdown](https://matsync.app/en/help/track-belt-progression.md))
- [Roles and permissions in MatSync](https://matsync.app/en/help/roles-and-permissions): What owners, admins, instructors and members can do in MatSync, who can change roles, and where to see everyone in a role. ([Markdown](https://matsync.app/en/help/roles-and-permissions.md))

## Insights & automation

Understand your members and save admin time.

- [How to use member analytics in MatSync](https://matsync.app/en/help/member-analytics): Track member growth, subscription status, how long members stay, age groups and more for your active members. ([Markdown](https://matsync.app/en/help/member-analytics.md))
- [How to mark inactive members automatically](https://matsync.app/en/help/inactive-members): Choose a period from 30 to 365 days and MatSync marks members without a plan or class as inactive, and reactivates them when they return. ([Markdown](https://matsync.app/en/help/inactive-members.md))