Article Contents: This article contains steps on how to search for, add, and view customer profiles. Step-By-Step: The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Step ...
Article Contents: The video tutorial demonstrates how to manage member payments using the "Payment" tab in the Club Caddie software. It covers storing credit card and ACH account information, manually entering card details or using a card reader, ...
Article Contents: This video provides a concise overview of the Client Relation Management (CRM) module, focusing on its key features. Step-By-Step: Step 1: CRM Groups: Explains two types of groups - system-generated (based on course classifications) ...
Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet' Tab from the header of the window. Step ...
Article Contents: This article covers ability to upload multiple file formats to a customer's or member's profile. Step-by-Step: Step 1: Click on the “Customer” tab from the top navigation bar. Step 2: Select "Customers/Member" from the left row of ...