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QR codes are the best way to get your customers on your website. Make your QR codes pop with your brand colours and images through Citrus' customization tools!

Reports/Anayltics

Contacts/Attendees

Financials

Targeting Audiences

Dial in to your audience for better performing campaigns. Learn more about how to increase engagement with targeting!

Email Engagement

Gain valuable insights with campaign analytics. Learn more to understand your metrics so you can make informed decisions. 📈

Reports / Analytics

Learn how to navigate to various Citrus Financial Reports and develop a better understanding of your program's analytics!

Membership Report

The Membership Report is an essential hub to understand your program. Read more to understand your reports

Payout Reconciliation Report

Learn more about how you can reconcile your payouts with reports.

Payments Report

The Payments Report is pivotal for overseeing your financials. Explore the Payments Report.

Tax Report

The Taxes Report ensures it's as easy as possible to keep track of your financials. Read more to understand your reports.

Sales Item Report

The Sales Item Report is vital to keeping track of your financials. Read more to understand your reports

Sales Summary Report

The Sales Summary Report is an essential hub for your financials. Read more to understand your reports

Financial Reports

There are various financial reports available with Citrus that can help you better manage your financials.

Event Analytics

Gain a better understanding of Event Analytics.

Program Analytics

Better understand Citrus' Program Analytics and what they mean to you.

Contacts / Attendees

Become an expert in Contacts and Attendees! Know everything from adding new contacts/attendees to understanding Citrus' Connected Accounts.

Importing Contacts and Attendees

Whether you're just joining citrus or adding contacts and attendees in bulk, importing is easier than ever with Citrus. Learn more about how to add contacts and attendees to your Citrus account.

Exporting Contacts and Attendees

Exporting your contacts and attedees is more precise and faster than ever. From filtering by type to choosing date ranges, filtering your export list is easy!

About Connected Accounts

Learn about the Account Connected feature with Citrus.

Merging Attendees

Steps on how to merge attendees.

Managing Account Balance

How to adjust an attendee's account balance.

Financials

Looking to refresh your knowledge on managing your financials? We have you covered!

Partial Refunds

Sometimes refunds aren't done in full. Partial refunds are easier than ever with Citrus!

Configuring Your Refunds Policies

Let your customers know about your refund policies in advance. Here are a few easy steps to get you started!

Registration Report

Keep track of your registrations and payments with the Registration Report. Click here to learn more.

Refunding Orders with Multiple Order Items

Keep track of exactly what your refunding with Citrus! Here's how to refund order with multiple order items.

Managing Taxes

Using Citrus, you are able to create specific tax rates for your products.

Refund an Order

We know refunding isn't fun, but at least its easy with Citrus! 🍊

Processing an Order

How to process an order when it is created.

How Orders Work

Understanding the order process in Citrus.

Resend an Order Email

How to resend an order email.

Managing Coupons

How to set up a coupon code.

Applying Coupons

How to apply a coupon to an order.

Events

Learn more about how to effectively set up your events in Citrus!

Understanding Order Options

Build out your programs and events to your liking with order options. Citrus' order option flexibility allows you to set different price points, durations, visibility options and more!

Appointments With Multiple Durations

Want to schedule different length of appointments on the same calendar? Now you can with Citrus!

Flexible Start Times

Appointments offer flexible start times, giving you the freedom to tailor appointments around your schedule and boost your productivity.

Booking Appointments

Booking your appointments or 1on1 training sessions with your favourite program is quick and easy. Here's how to get started!

Difference Between Camps, Sessions and Appointments

Events allow organizers to easily create and modify camp, session, or appointment details!

Registering Attendees

See how to easily register your attendees for your events!

Waitlisting Your Events

Here's how to create a waitlist for your events!

Setting Up Appointments

Learn how to set up your appointments.

Creating Order Options

Set up different price points for your customers!

Transferring a Registration

Need to transfer a register? Here's how!

Duplicating Your Event

Learn how to quickly duplicate your events!

General

Learn more about the general features that Citrus has to offer!

Connecting Your Storefront

Seamlessly link your storefront to your website for a faster, easier registration with Citrus.

Setting Up Waivers

Citrus waivers are the perfect way to communicate your term and conditions to your customers.

How to add Citrus to your homescreen

Get to Citrus faster by adding to your home screen!

Adding Team Members

Adding your team members is easy. Find out how!

Managing and Viewing Feedback

Quickly get feedback from your customers with Citrus!

Setting Up Quick Filters

Learn how to set up and add quick filters!

Activity Log

Learn more about where to find and how to use your Activity Log.

Communication

Citrus knows how important communication is! Take a dive into all things communication with Citrus.

Sending Email Campaigns

Easily send an email to everyone registered within your event!

Managing Your Inbox

Learn how to stay connected with your customers with the Citrus Inbox!

Memberships / Sessions

Memberships and session packages can be tricky, but Citrus makes it easy! Check out all the things you need to know about managing memberships and sessions.