Log In
Sign Up
Course Content
Customer Profile
0/7
Customer General Info Tab
Payment Tab
Payment and Purchase History
Discounts
Cards
Message
Customer File
Customer Module
0/1
Customer Module
Member Module
0/2
Member Module (Part 1)
Member Module (Part 2)
CRM
0/1
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!
0/1
Messaging Center
Bulletin Board
In this lesson, we will review the bulletin board functionality.
0/1
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.
0/2
Adding A New Member
Adding A New Membership Continued
Online Membership Sale
0/1
Online Membership Sales
Initiation Fee/Payment Options
0/2
Apply an Initiation Fee to a Membership
Membership Payment in the Register
Customer and Member Training
About Lesson

Adding A New Membership Continued

This video continues to review the membership creation process. You’ll learn to use flag settings, directory settings, payment information, billing, minimum spend rules, payment history, ledger adjustments, loyalty and discount management, and handle gift/punch cards.

Previous
Next
Privacy policy
Club Caddie University © 2023. All rights reserved.
Facebook-f Flaticon-worldwide Linkedin-in