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 Member Module

In this lesson, you’ll learn to navigate key features of the Member Module. The video demonstrates how to view and download statements, review detailed transaction records, and make adjustments to account balances. You’ll also explore managing sub-member accounts and configuring membership settings, including setting online profiles, passwords, and charge account limits. This training equips you to handle membership inquiries and adjustments seamlessly.