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

Member Module Part 2

The video demonstrates how to view and download statements, review detailed transaction records, and make adjustments to account balances. You’ll also explore managing sub-member accounts and configuring membership settings, including setting online profiles, passwords, and charge account limits. This training equips you to handle membership inquiries and adjustments seamlessly.