Apply an Initiation Fee to a Membership | clubcaddie-university.com

Manage Roles & Access

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Manage Role & Access Membership & CRM Settings

Customer Profile

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Customer General Info Tab

Payment and Purchase History

Customer Module

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Customer Module

Member Module

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Member Module Part 2

Bulletin Board

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Creating Various Classes

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Creating a Driving Range Pass

Creating A Season Pass/Membership

Adding/Selling A New Membership

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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

Apply an Inititaion Fee to a Membership

This video covers three key scenarios: collecting initiation fees during customer profile creation, adding the fee to the first invoice for a new member, and setting up a financing plan for initiation fees.