DanceFlow Knowledgebase
Help for studios, organizers, and dancers
Search practical guides for CRM, scheduling, events, ticketing, marketing, public discovery, payments, and studio operations.
Start with the basics
Find setup guides for studio workspaces, public profiles, client data, billing, and daily operations.
Follow real workflows
Learn practical tasks like creating events, using QR check-in, setting early bird pricing, and managing guest coach lessons.
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Getting Started
What is DanceFlow?
Learn how DanceFlow helps studios manage operations while helping dancers discover places to dance.
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Getting Started
Getting Started Checklist for Studios
A practical checklist for setting up a new studio workspace in DanceFlow.
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Getting Started
Importing Client Data from a CSV
Learn how to upload, review, and execute a client CSV import in DanceFlow.
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Sales & Revenue
Packages vs Memberships
Understand when to use packages, when to use memberships, and how both can work together.
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Independent Instructors
Independent Instructors and Host Studio Rentals
Learn how DanceFlow supports independent instructors who rent space from host studios.
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Billing & Payments
Billing, Payments, and Payouts
Understand the difference between DanceFlow subscription billing, client payments, and Stripe payouts.
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Clients & Portals
Client Portal Linking: Invites vs Existing Accounts
Learn how to connect a client record to portal access, when to send an invite, and when to link an existing account.
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Public Discovery & Leads
Making Your Studio Visible in Public Discovery
Learn what controls whether your studio appears in public discovery and how to improve your public listing.
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Public Discovery & Leads
Setting Up Your Public Studio Profile
Learn how to complete the public-facing studio profile that dancers see in DanceFlow.
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Public Discovery & Leads
Setting Up Intro Lesson Requests
Learn how intro lesson requests work and how studios can use them to turn public interest into leads.
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Clients & Portals
Troubleshooting Client Portal Invite Emails
Steps to take when a client says they did not receive or cannot use a portal invite email.
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Getting Started
Getting Started with Your Organizer Workspace
Learn the core steps for setting up an organizer workspace, creating events, and preparing to take registrations.
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Getting Started
Using the Workspace Setup Checklist
Learn how the dashboard setup checklist helps studios and organizers complete their first workspace setup steps.
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Scheduling
Syncing an Instructor Schedule to Google, Apple, or Outlook Calendar
Learn how instructors can subscribe to their DanceFlow schedule from a mobile or desktop calendar app.
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Events
Creating Multi-Location and Multi-Date Events
Learn how multi-location and multi-date event setup helps organizers run recurring series without rebuilding the same event repeatedly.
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Events
Duplicating an Event
Learn how duplicating an event helps organizers copy event details and avoid recreating complex events manually.
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Events
Selling Tickets from the Admin Side
Learn how staff can manually record event ticket sales from the workspace side.
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Events
Checking In Event Attendees
Learn how to use event check-in to track attendance for registrations and group class sessions.
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Platform Updates
Understanding Dashboard Alerts and Announcements
Learn how DanceFlow dashboard alerts are used for maintenance notices, feature updates, and important platform announcements.
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Client Portal
Understanding Branded Portal Invite Emails
Learn why portal invite emails include the studio name and logo, and what students or independent instructors should expect.
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Events
Using DanceFlow Events on Your Website Calendar
Learn how to use your DanceFlow website calendar feed so public events can appear on your own website calendar without duplicate entry.
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Clients & Billing
Using Client Account Credits and Balances
Learn how to add client credits, record balances owed, apply credits to package sales, and keep a truthful account ledger.
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Scheduling
Managing Daily Closeout and Lessons That Need Review
Understand Daily Closeout, why lessons need review, and how to handle payments, credits, and attendance.
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Scheduling
Choosing the Right Lesson Billing Type
Learn when to use Package Credit, Membership, Pay-as-you-go, or Free/Comped billing for lessons.
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Events
Selling Guest Coach Private Lesson Slots
Set up guest coach availability, generate private lesson slots, and let dancers book paid event coaching times.
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Events
Adding an Event Schedule or Agenda
Create an optional public event agenda with schedule items grouped by date for single-day or multi-day events.
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Public Discovery
Why My Studio or Events Do Not Appear in Public Discovery
Learn how subscription status and visibility settings affect whether studios and events appear publicly.
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Reports & Expenses
Using Expenses and Floor Fee Expense Tracking
Track studio expenses and floor fee costs so reporting and profit views are more accurate.
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Reports & Expenses
Understanding Basic P&L Reports
Learn how DanceFlow uses tracked revenue, refunds, fees, and expenses to build a basic profit and loss view.
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Events
Managing Event Tickets and Registrations
Understand the basic event registration workflow, ticket management, admin sales, and check-in.
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Client Portal
Using the Student Portal
Learn what students and clients can see in their DanceFlow portal and how studio portal links work.
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Security & Privacy
Privacy, Security, and Student Data Basics
A practical overview of how studios should think about privacy, student data, payments, and account access.
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Events
Using Early Bird Ticket Pricing
Learn how to add time-limited early bird pricing to event tickets and how DanceFlow handles the active ticket price.
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Events
Understanding Public Event Pages and the Event Cart
Learn how public event pages organize event details, tickets, private lessons, schedules, locations, and checkout.
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Public Discovery & Leads
Turning Event Registrations into CRM Leads
Learn how studio-owned event registrations can help build your DanceFlow CRM and support follow-up.
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Marketing
Creating a Marketing Campaign
Learn the basic steps for drafting, previewing, testing, and sending a DanceFlow marketing campaign.
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Marketing
Understanding Marketing Audiences
Learn how DanceFlow marketing audiences help studios send more targeted messages to leads and clients.
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Getting Started
Setting Up Team Members and Front Desk Access
Learn how studios can think about team access for owners, instructors, admins, and front desk staff.
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Public Discovery & Leads
Using Share Buttons for Studios and Events
Learn how public share buttons can help studios and organizers promote studio profiles and event pages.
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Booking Requests
Managing Booking Requests
Learn how public intro requests and portal schedule requests flow into the staff approval queue.
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Booking Requests
Letting Portal Clients Request Lesson Times
Learn how existing clients can request lesson times from the client portal.
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Public Profile
How Verified Staff Credentials Appear Publicly
Learn how verified staff certifications and achievements can appear on a studio public page.
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Communication
What SMS Opt-In Means for Studios
Understand what studios should know before texting clients through DanceFlow.
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Account Access
How to Reset Your Password
Learn how to use the forgot-password flow and create a new password for your DanceFlow account.
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Billing & Payments
In-Person Payment Options and Reader Requirements
Understand the difference between Stripe Dashboard Tap to Pay and DanceFlow-controlled card reader payments.
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Billing & Payments
Taking In-Person Payments with Stripe Dashboard Tap to Pay
Use Stripe Dashboard Tap to Pay as a fallback phone-based payment option, then record the payment in DanceFlow.
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Documents & E-Signatures
Using Event Waivers and E-Signatures
Collect signed waivers or required documents during event registration and review signature status before check-in.
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Need more help?
The knowledgebase will continue growing as more workflows are released. Signed-in users can return to the app dashboard for account-specific tools and support options.