Member Profiles
Bulk Expiring Member Classes
Article Contents:In this article we will cover how to bulk expire a particular membership class. In this example we will isolate the social membership types and set an expiration date. Step-By-Step: Step 1: Navigate to the Customer's tab within Club ...
Customers - Search/Add/View Customer Profiles
This article covers how to Search/Add/View Customer profiles. Step-by-Step: Step 1: Click on the “Customers” tab from the top navigation bar. Step 2: Select "Customers" from the left row of the window and click on the "ADD CUSTOMER" button. Step 3: ...
Membership - Setting A Charge Account Limit
Article Contents: This article summarizes how to set or make edits to a charge account limit on a membership account ID. Step-By-Step: Step 1: Navigate to the CRM module within Club Caddie by clicking "Customers". Next click on the members tab on the ...
Member management-Member Ledger.
Article Contents This article summarizes Member management-Member Ledger. Step-by-Step: Step 1: Click on the "Customers" tab from the top navigation bar. Step 2: Select the "Members" tab from the left-hand navigation menu, you will find the ...
Customers/Members - List Of Vouchers associated with the particular Customer/Member
Article Contents This article shows how to search for List Of Vouchers associated with the particular Customer/Member. Step-by-Step: A) For "Member" Profile: Step 1: Click on the "Customers" tab from the top navigation bar and Select the ...
Customers/Members - Playing History of individual Customer/Member
Article Contents This article shows how to search for playing History of individual Customer/Member. Step-by-Step: Step 1: Click on the "Customers" tab then click on "Members". Step 2: Select a particular member for that you want to see playing ...
Member Management - Purchase History
Article Contents This article gives step-by-step instructions on how to find a member's purchase history. Step-by-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Select the Members tab from the left-hand menu. Step ...
Member Management - Add Sub Member
Article Contents This article explains how to add sub-member to the primary members. Step-by-Step: Step 1: Click on the "Customers" then click on "Members". Step 2: Select Perlicular member that you want to add sub-member and click on "View/Edit". ...
Member Management - Add New Card and Add ACH Account.
Article Contents This article summarizes how to add a new card or ACH account to a member's profile. Once there is a card or ACH account on file for the customer, they will be included in the automated charge jobs that run according to your charge ...
Member Management - How To Make Ledger Adjustment
Article Contents:- This portion summarizes How to make Ledger adjustment. Step-By-Step:- Step 1: Click on "Customer" Header Tab. Step 2: You will find the “Members List” in the left-hand column, then click on the "View/Edit" option which will pop ...
Member Management- How to restore a suspended member
Article Contents: This article contains step-by-step instructions on how to restore a suspended member. Step-by-Step: Step 1: Click on the "CUSTOMERS" module from the top navigation bar. Next, select "Members" from the left-hand menu, and finally, ...
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 ...
Member Management - Purchase History
Article Contents:- This portion summarizes how to see the Purchase History of Members. Step-By-Step: - Step 1:- Select "Customers" Tab from the header of the window. Step 2:- Select "Members" from the left row of the window. Click on the "Purchase ...
Member Management : Downloading Member Invoices
Article Contents: This article gives step-by-step instructions on how to download member invoices. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. The system will show a list of all the customers within the CUSTOMER ...
Member Management - Assign Member Classes
Article Contents: This article gives step-by-step instructions on how to assign a member class to a member. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers. Step 2: ...
Member Management - Accept Member Payments
Article Contents: This article contains step-by-step instructions on how to accept member payments. Step-by-Step: Step 1: Select the REGISTER module from the module navigation menu. Click on the TOOLS tab found in the REGISTER module, then click on ...
Member Management - Reset Member Passwords
Article Contents: This article contains step-by-step instructions on how to Reset Member Passwords. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers from the left-handed menu. Step 2: Click ...
Member Management - Member List
Article Contents: This portion summarizes how to Reset Member Passwords online. Step-By-Step: Step 1: Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and then click on ...
Members Management – Purchase History
The Purchase history will display all of the purchases that have been made by members from the current date. Search Members: From this function, you can search the member by their Membership ID no or enter in the customer name and click on Search. ...
Member Management - Payment History
Article Contents: This article contains a step-by-step guide to viewing the payment history of a member. Step-By-Step: Step 1: Click on the Customers tab from the header of the window. Select Members from the left row of the window, then select ...