Creating or Removing Sub-Members in Club Caddie

Member Management - Creating or Removing Sub-Members

Article Contents:

This article contains step-by-step instructions on how to create and remove Sub-Members.

Step-By-Step:

Step 1: Select the CUSTOMERS module from the module navigation menu.  Select Members from the left-hand menu.
Step 2: The system will open a MEMBERS LIST window where a list of members can be viewed. Members can be searched by their Membership ID and Name by inputting data in the search text box and then clicking Search.



Step 3: Click View/Edit from the ACTION section. The system will generate a CUSTOMER PROFILE window. The window displays a complete Customer and Member profile and changes can be made.



Step 4: In the CUSTOMER PROFILE window, select SUBMEMBER under the Membership tab. Enter the necessary info then click ADD SUB MEMBER. The sub-member will be added to the list and to remove it click the cross icon. The sub-member will be get deleted.



Customer Added to list:



Click on this icon to remove a sub-member:

 
 

 





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