Customer and Member Training

About Course

Customer profiles are accessible from any screen, including notes, purchase history, and playing history. Create groups of customers and e-mail campaigns or create classes of your customers and give discounts and perks. Learn how to create a new member, online applications, and how to collect payments in the register.

Course Content

Customer Profile

Customer Module

Member Module

CRM

Messaging Center
Messaging Center in the Customers module allows POS Users to manage all customer communications in one centralized location. It facilitates and enables two-way communication with Mobile App Users and provides seamless access to customer communication all in one place!

Bulletin Board
In this lesson, we will review the bulletin board functionality.

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.

Online Membership Sale

Initiation Fee/Payment Options

Student Ratings & Reviews

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About Course

Course Content

Customer Profile

Customer General Info Tab

Payment Tab

Payment and Purchase History

Discounts

Cards

Message

Customer File

Customer Module

Customer Module

Member Module

Member Module (Part 1)

Member Module (Part 2)

CRM

Understanding CRM

Messaging Center
Messaging Center in the Customers module allows POS Users to manage all customer communications in one centralized location. It facilitates and enables two-way communication with Mobile App Users and provides seamless access to customer communication all in one place!

Messaging Center

Bulletin Board
In this lesson, we will review the bulletin board functionality.

Bulletin Board

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.

Adding A New Member

Adding A New Membership Continued

Online Membership Sale

Online Membership Sales

Initiation Fee/Payment Options

Apply an Initiation Fee to a Membership

Membership Payment in the Register

Mobile App

Onboarding: Events

Onboarding: Activities

About Course

Course Content

Customer Profile

Customer Module

Member Module

CRM

Messaging Center Messaging Center in the Customers module allows POS Users to manage all customer communications in one centralized location. It facilitates and enables two-way communication with Mobile App Users and provides seamless access to customer communication all in one place!

Bulletin Board In this lesson, we will review the bulletin board functionality.

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.

Online Membership Sale

Initiation Fee/Payment Options

Student Ratings & Reviews

Related Courses

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User Details

Messaging Center
Messaging Center in the Customers module allows POS Users to manage all customer communications in one centralized location. It facilitates and enables two-way communication with Mobile App Users and provides seamless access to customer communication all in one place!

Bulletin Board
In this lesson, we will review the bulletin board functionality.

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.