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Course Content
Manage Roles & Access
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Manage Role & Access Membership & CRM Settings
Customer Profile
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Customer General Info Tab
Payment Tab
Payment and Purchase History
Discounts
Cards
Message
Customer File
Customer Module
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Customer Module
Member Module
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Member Module
Member Module Part 2
Bulletin Board
In this lesson, we will review the bulletin board functionality.
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Bulletin Board
Creating Various Classes
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Creating a Driving Range Pass
Creating A Season Pass/Membership
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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Adding A New Member
Adding A New Membership Continued
Online Membership Sale
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Creating Online Membership Application
Initiation Fee/Payment Options
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Apply an Initiation Fee to a Membership
Membership Payment in the Register
Onboarding: Customer and Member Training
About Lesson

Adding A New Membership Continued

This video continues to review the membership creation process. You’ll learn to use flag settings, directory settings, payment information, billing, minimum spend rules, payment history, ledger adjustments, loyalty and discount management, and handle gift/punch cards.

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