Overview

This article provides a full walkthrough of the Retail Settings section in CORE — where you manage operational, billing, and fee preferences that control how transactions and sales behave across your studio.

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Prerequisites

• Admin access to CORE
• Stripe connected (for applicable features)
• Basic understanding of billing terms and local tax settings

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Step-by-step settings breakdown

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1. Navigate to Retail Settings

• Navigate to Payments tab > select Retail Configurations > Retail Settings
• Click Edit for Transaction Fee Preferences

 

 

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2. Transaction Fee Preferences

• Decide whether to charge Stripe processing fees to the business or pass them on to clients.
• Option appears as: Charge to my business or Charge to client.

 

 

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3. Tax Registration Settings

• Choose whether your business is registered for tax.
• If Yes, select Inclusive or Exclusive tax format.
• Add one or more Tax Types (e.g. GST 10%).
• Enable tax application across packages, memberships, and products.

Tip: Inclusive = tax included in the price. Exclusive = tax added on top of the price.

 

 

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4. Retry Failed Payments

• Set how often the system retries failed payments.
• Define retry interval (days) and number of attempts.
• Example: Retry every 2 days, 3 total attempts.

 

 

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5. Additional Billing Types

• Add custom billing methods (e.g. EFTPOS, Square, Direct Transfer).
• These appear as payment method options during New Sale checkout.

 

 

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6. Client Invoice Settings

• Add business information (e.g. ABN and Invoice Email).
• These appear on client invoices automatically.

 

 

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7. Dishonour Fees

• Enable and configure a dishonour fee for failed payment attempts.
• Fee applies per retry and is added to the outstanding balance.
• Can be manually edited per client in the Failed Payments screen. (Payments > Retail Dashboard > Failed Payments tab)

 

 

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8. Schedule Fees

• No-Show Fee: Charged when a client is booked but not marked attended.
• Holiday Destination Fee: Charged when a client from a different home location books into your studio.
• Both are manually processed after the class ends via red dollar icon.

 

 

 

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9. New Sale Items

• Toggle visibility of sale options in the New Sale screen.
• Examples: Enable/disable Gift Cards from appearing in the sale menu.

 

 

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10. General Settings

• Auto-Renew at Sale:
  • Controls whether auto-renew is ON by default when selling memberships.
• Restricted Packages:
  • Turn ON to limit editing of certain packages to admin users only.
  • Requires configuration under Access Groups.

Tip: Useful for franchise networks or corporate restrictions.

 

 

 

 

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Expected outcome

Retail Settings in CORE provide the backend controls for your studio’s payment rules, billing appearance, client charges, and more — all managed from a central location.

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FAQs

Q: Do these settings apply globally across all locations?

A: Yes — these are brand-level settings unless otherwise specified.

Q: Can I toggle sale items like gift cards off temporarily?

A: Yes — use the New Sale Items toggles to hide or show individual categories.

Q: Can I mix inclusive and exclusive tax?

A: No — you must choose one tax format per account.

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Still need help?

Reach out to our support team via [email protected]