Member Management
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
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