About Lesson
Customer
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Customers & Members Section
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This segment, part two of the series, elucidates the process of managing member information, from refreshing data, filtering member classes, to searching for specific members. It further explores the intricacies of managing membership classes, setting expiration dates, and handling billing items. The tutorial also introduces the concept of setting flags for communication with staff and adjusting membership pricing on a case-by-case basis. By the end of this tutorial, viewers will have a solid grasp of the advanced features within the Member Module, empowering them to manage member data with finesse.