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Course Content
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 (Part 1)
Member Module (Part 2)
CRM
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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!
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Messaging Center
Bulletin Board
In this lesson, we will review the bulletin board functionality.
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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.
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Adding A New Member
Adding A New Membership Continued
Online Membership Sale
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Online Membership Sales
Initiation Fee/Payment Options
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Apply an Initiation Fee to a Membership
Membership Payment in the Register
Customer and Member Training
About Lesson

Member Module (Part 2)

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.

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