Course Content
Customers and Member Training
About Lesson

Navigating Customer Management: A Deep Dive into Customer Module

This tutorial unveils the robust functionalities, guiding you through viewing and managing customer data, adding new customers, and understanding the significance of each field. Learn how to utilize the search feature to quickly locate customer profiles, and delve into the process of adding new customers, including uploading photos and entering essential information. The tutorial also highlights the importance of the customer class dropdown for segmenting your database and tailoring special pricing. By the end of this tutorial, you’ll be adept at navigating the Customer Module, ensuring a seamless and efficient customer management experience.

Additional Information in Club Caddie Knowledge Base