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Handling Cancellations

Admin — Sat, 15 Aug 2026 18:50:03 GMT

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	=== Canceling Classes ===		=== Canceling Classes ===
	To cancel a future class, go ~~the~~ the 'Classes & Events' tab and select the class that you would like to cancel and use the 'Cancel' button there.		To cancel a future class, go to the 'Classes & Events' tab and select the class that you would like to cancel and use the 'Cancel' button there.

	[[File:cancel-class.PNG\|400px\|center]]		[[File:cancel-class.PNG\|400px\|center]]
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	When a class is cancelled in Taramala, an email is sent out to all students that were registered for that class. The text of that email is customizable under the 'Settings/Email' tab.		When a class is cancelled in Taramala, an email is sent out to all students that were registered for that class. The text of that email is customizable under the 'Settings/Email' tab.

	Attendance ~~will~~ for that class will be removed. See below for how reimbursements are handled.		Attendance for that class will be removed. See below for how reimbursements are handled.

	The student schedule will now show the class as being cancelled.		The student schedule will now show the class as being cancelled.
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	=== How to setup a cancellation window ===		=== How to setup a cancellation window ===
	To set how soon before a class a student can cancel ~~a class~~ through the student schedule~~. Go~~ to Setup/Website and scroll to the bottom of those settings. You can set the cancellation window in minutes and this setting will apply to all classes on the schedule.		To set how soon before a class starts a student can cancel through the student schedule, go to Setup/Website and scroll to the bottom of those settings. You can set the cancellation window in minutes and this setting will apply to all classes on the schedule, unless a class or event has its own override set (see below).

			[[File:set-cancellation-window.PNG\|400px\|Set cancellation window\|center]]

			=== Overriding the cancellation window for a single class or event ===
			Sometimes one class or event needs a different cancellation window than the rest of your schedule — a workshop that needs more advance notice to plan for, or a drop-in class you're happy to let students cancel out of right up until it starts.

			To set this, edit the class or event and find the 'Cancellation Window Override' field, near 'Maximum Class Size'. Leave it blank to use your studio's default cancellation window from Setup/Website. Otherwise, enter a number and choose Minutes or Hours to set a window that applies only to this class or event.

	[[File:~~set~~-~~cancellation~~-~~window~~.~~PNG~~\|400px\|~~Set cancellation~~ window\|center]]		[[File:cancel-window-override.png\|400px\|Cancellation window override on a class\|center]]

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Admin — Sat, 15 Aug 2026 18:44:25 GMT

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Subscriptions

Admin — Mon, 10 Aug 2026 13:48:15 GMT

How Can I Pause a Subscription?

← Older revision		Revision as of 13:48, 10 August 2026
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	=== How Can I Pause a Subscription? ===		=== How Can I Pause a Subscription? ===
	~~While~~ Taramala does not currently support pausing subscriptions, ~~this~~ can ~~be done~~ in Square ~~by locating~~ the subscription ~~in Square~~ and ~~then pausing it~~.		Taramala does not currently support pausing subscriptions directly in the app, but you can pause them in Square:
			* Log in to your Square Dashboard and navigate to Subscriptions.
			* Locate the student's subscription and select Pause.

	[[File:square-pause.png\|400px\|center]]		[[File:square-pause.png\|400px\|center]]

			'''Important Note on Billing Cycles:'''
			Any billing cycle that falls within the pause period will be automatically skipped. Make sure to unpause the subscription before the student's next desired billing date so they are properly invoiced when they resume classes.

	=== Subscriber Benefits ===		=== Subscriber Benefits ===

Reports

Admin — Mon, 03 Aug 2026 19:29:28 GMT

← Older revision		Revision as of 19:29, 3 August 2026
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	== Reporting ==		== Reporting ==
	Taramala allows you to build reports using charts and tables in the following areas:		Taramala allows you to build reports using charts and tables in the following areas:
	* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.		* '''Payments''': allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
	* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.		* '''Attendance''': allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
	* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.		* '''Teacher''': check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

	Reporting is offered with the [[Billing\|STANDARD plan]].		Reporting is offered with the [[Billing\|STANDARD plan]]. Click '''Reports''' in the main menu after signing in to get started. Note that Reports is only available on a computer or laptop - it's hidden on phones and tablets.

	[[File:reports-attendance.png\|400px\|center]]		[[File:reports-attendance.png\|400px\|center]]

			=== Attendance reports ===
			The 'Attendance' area helps you see who's coming to class and how often.
			* '''Attendance over time''': a bar chart of how many people attended class in each day, week or month of your date range - good for spotting whether attendance is trending up or down.
			* '''Attendance by class type''': the same chart, but split out to show how much of that attendance came from each style of class, e.g. how much was Yin vs. Hot Yoga.
			* '''Attendance by teacher''': a pie chart showing what share of total attendance went to each teacher's classes.
			* '''Attendance by package type''': a pie chart showing what kind of pass or membership people used to attend, such as drop-in, monthly unlimited or a class pack.
			* '''Class by Teachers by Date''': a table you can expand and collapse - start at a class, open it up to see it by teacher, then open further to see it by date.
			* '''Attendance Data''': a plain list of every individual check-in in your date range, in case you want to look up something specific or export it.

			=== Payment reports ===
			The 'Payments' area helps you see how much money is coming in and from what.
			* '''Payments over time''': a bar chart of revenue across your date range - the main chart for tracking how the studio is doing financially.
			* '''Payments by teacher''': a pie chart showing how much revenue came from each teacher's classes.
			* '''Payments by payment type''': a pie chart showing the mix of how people paid, such as card or cash.
			* '''Payment Data''': a row-by-row list of individual payments, useful for bookkeeping or double-checking numbers.

			=== Teacher reports ===
			The 'Teachers' area helps you see how much each teacher taught and what they should be paid.
			* '''Attendance by teacher over time''': a bar chart showing teaching activity per teacher across your date range.
			* '''Attendance by teacher''': a pie chart showing each teacher's share of total attendance.
			* '''Attendance by package type''': a pie chart showing what passes or memberships were used in each teacher's classes.
			* '''Teacher by Class by Date''': see [[#Using reporting to pay teachers\|Using reporting to pay teachers]] below - this is the report to use for calculating teacher pay.
			* '''Attendance Data''': the same raw check-in list as in Attendance, useful for double-checking the numbers behind teacher pay.

	=== How to build reports ===		=== How to build reports ===
	Reports can be controlled in ~~three~~ different ways.		Reports can be controlled in two different ways.
	* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.		* '''Dates''': on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
	* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.		* '''Filters''': on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
	Whenever you change the dates or filters, the reports are updated.		Whenever you change the dates or filters, the reports are updated.

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	* Select the time period (i.e. 'Last Month')		* Select the time period (i.e. 'Last Month')
	* Scroll down to the 'Teacher by Class by Date' report or table.		* Scroll down to the 'Teacher by Class by Date' report or table.
	The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the ~~attendence~~ count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.		The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the attendance count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.


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	=== Exporting data for a report ===		=== Exporting data for a report ===
	Each chart or table contains button to allow you to export the data in the report as a CSV file.		Each chart or table contains a button to allow you to export the data in the report as a CSV file. There is no PDF export option - CSV (spreadsheet) is the only format available.

	[[File:reports-pkg-type-pie.png\|400px\|center]]		[[File:reports-pkg-type-pie.png\|400px\|center]]
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	=== Use of detail data ===		=== Use of detail data ===
	The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.		The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
	Whenever you change the date or filters, ~~reports~~ this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.		Whenever you change the date or filters, this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Transfer Ownership

Admin — Sun, 26 Jul 2026 09:45:05 GMT

Created page with "= Transferring Studio Ownership = In the event that you sell your studio to another owner, this section reviews what you would need to do. The transfer is generally straightforward. The new owner should create their own Square membership. You would unlink your Square account and they would link their Square account to Taramala in the Setup/Integrations tab. Other steps: * Update the owner's email (Setup/Account), * If you use subscriptions, they would need to be rec..."

New page

= Transferring Studio Ownership =
In the event that you sell your studio to another owner, this section reviews what you would need to do.

The transfer is generally straightforward. The new owner should create their own Square membership. You would unlink your Square account and they would link their Square account to Taramala in the Setup/Integrations tab. Other steps:
* Update the owner's email (Setup/Account),
* If you use subscriptions, they would need to be recreated so that payments went to the new owners account. This means you would cancel the subscription before unlinking the account. Then, once the new owner had linked her account, she would recreate the same subscription with the same billing date so that subscription payments go to her account.