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Member Management

Member Management Overview
This video gives you an introduction to DataTrak’s member management functionality.

Advanced Member Management: Services
Tutorial on managing services purchased by members

Advanced Member Management: Invoices
In-depth tutorial of managing the invoices tab in member profiles

Advanced Member Management: Canceling A Membership
In-depth tutorial of membership cancelation processes

Advanced Member Management: Freezing A Membership
In-depth tutorial of membership freeze processes

Advanced Member Management: Billing
In-depth tutorial of the the billing tab in member profiles

Advanced Member Management: Documents
In-depth tutorial of how to manage documents associated with a member

Adding an Additional Member without Rewriting
This tutorial teaches you how to add additional members without rewriting an existing agreement

Adding a New Payment Option for a Member
This video teaches you how to add additional payment options

Editing an Invoice Due Date
This video shows you how to edit an invoice due date

Adding Additional Invoices
This video shows you how to quickly access invoice records

Sending an Email to Members
This video shows you how to send member emails

Understanding Member Payment Options
This video explores the four payment options available on the billing tab

Using Giveaways to add services
This video shows you how to use giveaways to add services to a member account

Viewing Invoices in DataTrak
This video shows you how to quickly access invoice records

Viewing Member Pages
This video shows you how to view member pages

Freezing a Membership
This video provides best practices when performing a membership freeze

Membership Cancelation Overview
This video shows you how to cancel a basic membership with any special requirements

Waiving a Late Fee
This video shows you how to waive late fees