Electronic Agreement Entry
This tutorial teaches you about the four types of agreements
Signing up an Individual Membership
This video teaches you about creating a individual membership
Signing Up a Family Membership
This video teaches you about signing up a family
Renewing a Membership
This video teaches you best practices for renewing a member
Rewriting a Family Plan Membership
This video teaches you about rewriting a member family plan
Upgrading or Downgrading a Membership
This video teaches you about upgrading or downgrading membership plans
This video teaches you the steps to manage queues and process approvals
Deploying Services via Recurring Services vs. Membership Types
This video helps you understand the impact of delivering services, including reporting, tracking, and configuration
Using Fast Add to Create Prospect Records
This video teaches you how to quickly create prospects that can later be converted into a member
Entering a New Paid-In-Full Agreement
This video teaches you about paid in full (PIF) agreements
Entering a New Family Agreement
This video teaches you about creating a family membership
Entering a New Individual Agreement
This video teaches you how to create individual memberships
