# PositiveForm > PositiveForm is studio management software for martial arts schools: leads and trials, households and members, programs and schedules, attendance and check-in, agreements, billing, advancement, and staff access. These guides document every workflow in the staff console. Each guide has an HTML page and a Markdown twin at the same path with a `.md` suffix. - Verified guides: 58. Draft guides: 19 (listed under Optional; they describe shipped screens but have not been re-verified). - Every guide in one file: https://positiveform.com/llms-full.txt - The self-contained app coach pack with assistant instructions: https://positiveform.com/ai.md - Vocabulary: an Organization is the studio business; a Location is an operating site; a Household holds the people, agreements, and billing for one family; a Member is any person the studio serves; a Lead is a prospect until converted. ## Attendance and check-in - [Check in from a member workspace](https://positiveform.com/guides/attendance/member-check-in.md): Check in a member and undo the check-in when needed. The check-in appears immediately and undo restores the prior state. - [Run front-desk check-in](https://positiveform.com/guides/attendance/front-desk-check-in.md): Find a member and record a general or scheduled check-in. A staff-method attendance record appears for the selected member and class context. - [Review attendance history](https://positiveform.com/guides/attendance/review-attendance-history.md): Filter and page through check-in history. The history view shows the requested date, program, location, and page without truncating reachable records. - [Record bulk attendance](https://positiveform.com/guides/attendance/bulk-attendance.md): Pick a date and a program (or Everyone) and record attendance for the people who were there. New attendance records appear for the selected people, people… ## Members - [Create a member](https://positiveform.com/guides/members/create-member.md): Create a member with identity and contact details. The member is created and opens in the canonical member workspace. - [Browse and filter people](https://positiveform.com/guides/members/browse-people.md): Search, filter, and page through members, non-members, and staff. The directory exposes reachable, URL-backed result sets without leaking protected contact… ## Leads and trials - [Create a lead and schedule a trial](https://positiveform.com/guides/leads/create-lead-trial.md): Create an inquiry and schedule a program trial. The lead appears in the pipeline with the scheduled trial date and program. - [Convert a lead](https://positiveform.com/guides/leads/convert-lead.md): Convert a lead into a new or deliberately selected returning member. The lead leaves the active pipeline and the resulting member opens without an implicit… - [Find and archive leads](https://positiveform.com/guides/leads/find-archive-leads.md): Use recent or complete lead tables and archive or restore a lead. Search and status filters retain context and archived leads leave the active pipeline… ## Programs and schedules - [Create a program](https://positiveform.com/guides/programs/create-program.md): Create a reusable program and open its operational workspace. The inactive program is created at a stable program route with clear setup actions. - [Manage program schedules](https://positiveform.com/guides/programs/manage-program-schedule.md): Create or edit recurring and one-time program meetings and meeting notes. The schedule and date-specific staff notes persist in the program settings context. - [Manage program lifecycle](https://positiveform.com/guides/programs/manage-program-lifecycle.md): Activate, update, or end a program deliberately. The program status and settings persist and the UI explains roster effects. - [Duplicate a program](https://positiveform.com/guides/programs/duplicate-program.md): Duplicate a program configuration with an explicit choice about active members. An inactive copy opens with the selected safe configuration and no accidental… - [Assign program staff and operating notes](https://positiveform.com/guides/programs/program-staff-notes.md): Assign teaching staff and maintain operating notes for a program. Assigned staff and notes remain visible in the program workspace. - [Manage program pricing plans](https://positiveform.com/guides/programs/program-pricing-plans.md): Attach or create program plans, choose a default, and archive obsolete plans. The plan catalog changes without enrolling or charging anyone. ## Program enrollment - [Add a member to a program roster](https://positiveform.com/guides/enrollment/add-program-roster-member.md): Add an existing member to an active program roster. The member appears once on the program roster with the selected status. - [Manage the enrollment queue](https://positiveform.com/guides/enrollment/manage-enrollment-queue.md): Search and filter program enrollments and schedule or cancel an end. The queue retains its URL-backed filters and shows the resulting active, waitlisted… ## Agreements and waivers - [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates.md): Create, preview, publish, unpublish, or archive member agreement templates. Template lifecycle and signing order are explicit and published content remains… - [Configure agreement onboarding order](https://positiveform.com/guides/agreements/agreement-onboarding-order.md): Choose which published agreements are required and their signing order. The onboarding packet order saves and is reflected in member signing status. - [Sign a public agreement](https://positiveform.com/guides/agreements/public-agreement-signing.md): Review and sign an active agreement link without staff-console access. The signature is recorded once and the signer sees a safe completion or recovery state. ## Billing - [Create a household billing profile](https://positiveform.com/guides/billing/create-billing-profile.md): Create a billing profile for an eligible household adult. A default billing profile is created for the selected adult without creating a payment instrument. - [Review household billing](https://positiveform.com/guides/billing/review-household-billing.md): Review billing profiles, subscriptions, invoices, and payment setup state for one household. Billing records remain grouped under the correct household with… - [Create a household subscription](https://positiveform.com/guides/billing/create-household-subscription.md): Create an individual or shared household subscription from a reviewed plan. The subscription is created for the selected members with the reviewed price and… - [Review and reconcile billing operations](https://positiveform.com/guides/billing/billing-operations.md): Review operational billing queues and request reconciliation. The selected queue, filters, and reconciliation result are visible without entering provider… - [Create and refund one-off charges](https://positiveform.com/guides/billing/one-off-charges-refunds.md): Charge a reviewed one-off item and refund or void an eligible invoice. The charge, refund, or void records the recipient, amount, actor, and resulting invoice… - [Configure billing policies and catalog](https://positiveform.com/guides/billing/billing-setup.md): Configure schedules, approval policy, discounts, and one-off items. Customer-facing billing configuration saves without exposing or changing platform… - [Manage the studio subscription](https://positiveform.com/guides/billing/studio-subscription.md): Choose a PositiveForm plan and open billing self-service. The owner sees current usage and can enter the hosted checkout or billing portal for the… ## Advancement and ranks - [Configure a progression](https://positiveform.com/guides/advancement/configure-progression.md): Create or edit a progression from a supported template. The progression and rank visuals persist and become available to member advancement workflows. - [Review advancement readiness](https://positiveform.com/guides/advancement/review-advancement.md): Filter members by progression and review who is ready for the next rank. The roster and readiness filters show the intended location, program, rank, and… - [Record member advancement](https://positiveform.com/guides/advancement/record-advancement.md): Preview and confirm advancement for selected members. The confirmation records the new ranks once and member history reflects the change. ## Testing events - [Schedule a testing event](https://positiveform.com/guides/testing/schedule-testing-event.md): Schedule a testing event with eligibility, fee, location, and notes. The event opens at a stable route with the reviewed date, eligibility, and fee. - [Run and finish testing](https://positiveform.com/guides/testing/run-testing-event.md): Register candidates, record results, and finish a testing event. Roster and fee state are explicit, results persist, and finishing the event prevents… ## Tags - [Manage the tag catalog](https://positiveform.com/guides/tags/manage-tags.md): Create, rename, merge, or archive reusable tags. Tag changes preserve member assignments and leave an audit trail. ## Parents and guardians - [Review parents and guardians](https://positiveform.com/guides/people/parents-guardians-directory.md): Find household adults who are not direct members. The directory shows permitted identity context and links to the correct household. ## Staff - [Invite staff](https://positiveform.com/guides/staff/invite-staff.md): Add a staff profile, choose work locations, assign roles, and send an invitation. The staff profile is created once and its invitation state is visible. - [Maintain a staff profile](https://positiveform.com/guides/staff/maintain-staff-profile.md): Update staff identity, photo, status, work locations, and optional member link. Changes persist without confusing staff employment status, login access… - [Record staff achievements and ranks](https://positiveform.com/guides/staff/staff-achievements-ranks.md): Record staff achievements and optional training rank history. Achievements and rank changes appear on the staff identity without granting permissions. - [Manage staff access](https://positiveform.com/guides/staff/manage-staff-access.md): Assign roles and extra permissions or safely import and export access definitions. Effective permissions update only after validation and remain inspectable. ## User roles - [Manage reusable roles](https://positiveform.com/guides/roles/manage-user-roles.md): Create, duplicate, edit, import, export, or remove reusable permission roles. Role changes validate server-defined capabilities and do not silently change… - [Preview a role safely](https://positiveform.com/guides/roles/preview-user-role.md): Preview a role with server-enforced read-only access. The preview clearly identifies the role, masks protected data when configured, prevents mutation, and… ## Locations - [Create a location](https://positiveform.com/guides/locations/create-location.md): Create a studio location and make it available to operations. The new location opens in settings with its profile ready for completion. - [Maintain or retire a location](https://positiveform.com/guides/locations/maintain-location.md): Update location details and hours or retire a location safely. Profile, hours, staff assignments, and any retirement replacement are saved without stranding… ## Organization settings - [Maintain organization details and branding](https://positiveform.com/guides/organization/organization-details-branding.md): Update business details, icon, and banner. Organization details and safe image assets update across the branded console. - [Delete an organization](https://positiveform.com/guides/organization/delete-organization.md): Request or confirm organization deletion with explicit consequences. The organization follows the documented deletion lifecycle and the user reaches a safe… ## Settings - [Navigate studio settings](https://positiveform.com/guides/settings/settings-home.md): Find configuration areas that my access permits. Settings shows only permitted customer-facing configuration destinations and each link opens its canonical… ## Workspace navigation - [Switch operating locations](https://positiveform.com/guides/workspace/switch-location.md): Switch my operating location without changing organizations. Location-scoped pages reload for the selected location while the tenant remains unchanged. ## Global search - [Find operational records](https://positiveform.com/guides/navigation/global-search.md): Find a member, household, or program and open its canonical workspace. Grouped search results open the selected record in the correct organization. ## Dashboard - [Review the studio dashboard](https://positiveform.com/guides/dashboard/review-dashboard.md): See current setup and check-in activity from the dashboard. The dashboard shows current organization-scoped setup status and recent check-in activity. ## Getting started - [Create a studio organization](https://positiveform.com/guides/onboarding/create-organization.md): Create a studio organization and enter its console. The organization is created and the owner reaches organization-scoped setup. - [Record migration and service needs](https://positiveform.com/guides/onboarding/migration-service-needs.md): Review the migration offer and tell PositiveForm what help I need. The owner can continue through the migration offer and save service needs without exposing… ## Sign in and sign up - [Sign in to the staff console](https://positiveform.com/guides/authentication/sign-in.md): Sign in and reach the organization-scoped console. The authenticated user reaches the selected organization or a clear organization setup/access state. - [Create a staff account](https://positiveform.com/guides/authentication/sign-up.md): Open the dedicated registration flow from sign in. The application renders Clerk registration at the dedicated sign-up route. ## Data imports - [Start a studio import](https://positiveform.com/guides/imports/start-import.md): Download canonical templates and create an isolated import job. The import job opens without creating operational records. - [Discard or safely roll back an import](https://positiveform.com/guides/imports/discard-rollback-import.md): Discard staged data or preview and execute a safe rollback of untouched import-owned records. Discard purges staged personal data; rollback removes only safe… ## Integrations - [Connect and operate Stripe](https://positiveform.com/guides/integrations/stripe-connection.md): Connect Stripe, inspect account status, and manage customer-visible webhook setup. Connection status, charges readiness, product sync, and webhook health are… - [Configure organization email marketing](https://positiveform.com/guides/integrations/resend-marketing.md): Configure, activate, pause, resume, or disable marketing email automation. Marketing status and automation settings change only after explicit acknowledgement… ## Developer setup - [Manage developer API keys](https://positiveform.com/guides/developer/developer-api-keys.md): Create, rotate, and revoke developer API keys from the product. Key lifecycle is visible, new secrets are shown only once, and revoked keys cannot be used. - [Operate webhook endpoints](https://positiveform.com/guides/developer/webhook-endpoints.md): Create, test, rotate, archive, and inspect customer webhook endpoints and deliveries. Endpoint state and delivery/replay history are visible without turning… ## Optional - [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile.md): Update a member profile and add a private staff note. Profile changes and the new note persist and appear in the correct member context. - [Manage member lifecycle and subscriptions](https://positiveform.com/guides/members/member-lifecycle-subscriptions.md): Review roster placement and subscription state and take the next allowed action. Enrollment and subscription actions preserve the member and household… - [Review member history](https://positiveform.com/guides/members/review-member-history.md): Review a member timeline and filter attendance or notes. The member timeline loads in reverse chronological context and can be filtered without losing the… - [Print member barcode labels](https://positiveform.com/guides/members/print-barcode-labels.md): Print scanner-ready stickers from selected members' existing operational barcodes, either from the Members directory or from one member's own ID. A bounded… - [Create and find a household](https://positiveform.com/guides/households/create-find-household.md): Create a household and find it in the household directory. The new household opens in its People workspace and remains searchable. - [Add an existing person to a household](https://positiveform.com/guides/households/add-existing-person.md): Attach an existing unassigned person to a household. The selected person appears once in the household with the intended household role. - [Manage household people and safety context](https://positiveform.com/guides/households/manage-household-people.md): Add or update people, relationships, and emergency contacts in a household. People and informational relationships save without implying billing, portal… - [Manage member agreement completion](https://positiveform.com/guides/households/manage-member-agreements.md): Send a signing request or record a safe paper agreement for a household member. The member agreement status reflects the sent or uploaded document without… - [Change or retire a household](https://positiveform.com/guides/households/change-retire-household.md): Update, transfer, or retire household context with explicit safeguards. The requested change completes without orphaning people or crossing organization… - [Work the lead pipeline](https://positiveform.com/guides/leads/work-lead-pipeline.md): Move leads through follow-up and trial states and record communication. Pipeline changes, follow-up dates, trial attendance, and communication notes persist… - [Review a lead record](https://positiveform.com/guides/leads/review-lead-detail.md): Open a lead record and review its lifecycle, activity, and safe contact context. The canonical lead route shows permitted details and links to the next action. - [Resolve billing reviews](https://positiveform.com/guides/billing/resolve-billing-review.md): Add context, resolve, dismiss, or route a billing review to an owner. The review records the decision and leaves a visible audit trail. - [Approve billing changes](https://positiveform.com/guides/billing/approve-billing-change.md): Approve or decline a high-impact billing change. The decision and note are recorded exactly once and the request leaves the waiting queue. - [Work the conversation inbox](https://positiveform.com/guides/communications/conversation-inbox.md): Review, assign, mark, and reply to customer conversations. Replies and assignment/read state are recorded on the correct tenant conversation with safe… - [Switch organizations](https://positiveform.com/guides/workspace/switch-organization.md): Switch the active organization safely. The console reloads in the selected tenant and does not retain data from the prior organization. - [Build a studio workspace before creating an account](https://positiveform.com/guides/onboarding/draft-studio-setup.md): Build a working studio workspace before creating any account, and keep it by saving my progress. The draft workspace persists across reloads in the same… - [Upload, map, validate, and review import data](https://positiveform.com/guides/imports/validate-import.md): Upload files, map fields, validate relationships, and review retained records safely. Validation reports unknown, duplicate, consent, and relationship issues… - [Commit and reconcile an import](https://positiveform.com/guides/imports/commit-reconcile-import.md): Lock a reviewed snapshot, commit it transactionally, reconcile it, and activate the accepted baseline. Operational records are created or matched once… - [Connect and verify Resend](https://positiveform.com/guides/integrations/resend-connection.md): Connect Resend and verify sending, receiving, and delivery webhooks. PositiveForm verifies each customer-managed channel and stores no secret in guide or run…