CRM
Customer - Understanding CRM
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) ...
Video: Understanding The Customer Module & General Info Tab
Article Content: In this video, we will provide an overview of the Customer Module: In this video, we will provide an overview the General Info Tab:
Customers - Payment Tab (Video)
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, ...
Customer class expiration/Deletion
Article contents: - Once a class is assigned to a customer, it cannot be deleted. The user has to wait until the expiration time of the class for it to get deleted. You can also change the expiration date to the most recent one if you want to delete ...
Customers/Members - Customer File Upload
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 ...
Customer Management - Store a saved method of payment on file for regular customers.
Article Contents This article describes how to store a saved method of payment on file for regular customers. Step-by-Step: Step 1: Click on the "Customers" tab. Step 2:Select a member that you want to store the payment method. Then click the ...
Customers - Create Group-Manage Groups
Article Contents: This article gives step-by-step instructions on how to create and manage Groups. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Step 2: Click CRM from the left row of the window. Step 3: To ...
Customers - Creating A New Flag
Article Contents: This article contains step-by-step instructions on how to set a new flag for customers. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Next, select Customer from the left side of the window. The ...
Customers – Manage Groups
Article Contents:- This article contents how to Manage Groups of the customer. Step- By -Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" button from the left row of the window, then select "Manage ...
Adding A New Customer
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 ...
Customers - Link Customer Class to Customer.
Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu. Step ...
Customers - Manage Groups - Add Customer to a Group
Article Contents: This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step: Step 1: Click on the CUSTOMERS Tab (1) from the header of the window. Click on CRM (2) from the left row of the window, then select Manage ...
Customers - Create A New Email Campaign
Article Contents:This article summarizes how to create a new Email Campaign. Step-By-Step: Step 1: Click on the Customer tab (1) from the header of the window. Select CRM (2) from the left row of the window, then select Create Email Campaign tab (3). ...
Customers - Search/Add/View Customer Profiles
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 ...