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, the viewer is guided through the intricacies of the Customer General Info Tab, shedding light on how to efficiently manage customer data. The walkthrough covers how to access and edit customer information, demonstrating the process step by step. From adding a photo to inputting personal details and managing customer classifications for data segmentation, this video is a thorough tutorial aimed at ensuring viewers can seamlessly navigate and utilize the Customer General Info Tab to its full potential.