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

Navigating the Customer General Info Tab

In this video we will review the implementation of online membership sales and applications, providing a walkthrough of the process and customization options available. Viewers learn about setting up sales strategies, including tiered memberships, customizing terms and cancellation policies, automatic proration for mid-month sign-ups, and limiting the total number of active classes. These features not only streamline the membership sales process but also enhance flexibility, fairness, and efficiency for both the facility and its members.