Course Content
Customer Module
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Bulletin Board
In this lesson, we will review the bulletin board functionality.
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Adding/Selling A New Membership
This lesson shows you how to convert a customer to a member by assigning a membership class, setting up billing, and adding required details.
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Online Membership Sale
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Onboarding: Customer and Member Training
About Lesson

Customers Module

This tutorial covers the essential functions of the Customer Module, including managing customer data, adding new profiles with photos, and utilizing the search feature. It also explains the customer class dropdown for effective segmentation and special pricing. By the end, you’ll efficiently navigate and manage customer information.

Additional Information in Club Caddie Knowledge Base