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Course Content
Manage Roles & Access
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Manage Role & Access Membership & CRM Settings
Customer Profile
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Customer General Info Tab
Payment Tab
Payment and Purchase History
Discounts
Cards
Message
Customer File
Customer Module
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Customer Module
Member Module
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Member Module
Member Module Part 2
Bulletin Board
In this lesson, we will review the bulletin board functionality.
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Bulletin Board
Creating Various Classes
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Creating a Driving Range Pass
Creating A Season Pass/Membership
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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Adding A New Member
Adding A New Membership Continued
Online Membership Sale
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Creating Online Membership Application
Initiation Fee/Payment Options
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Apply an Initiation Fee to a Membership
Membership Payment in the Register
Private: Onboarding: Customer and Member Training

Payment Tab

This video shows viewers how to store credit card or ACH account information securely. It demonstrates how to manually enter card details or use a card reader, and how to input ACH account information. The video also touches on setting a default payment method for auto-pay, ensuring a smooth transaction process for both the business and the customers. 

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