Customer Management
Settings
- Daily Auto-Tagging Rules
- Using "querydate" in Triggered Queries
- Customizable Proficiency Levels / Belay Certifications
- Using a manual terminate status to terminate a frozen account
- Applying actions to tagged customers
- Editing the start and end date of an account’s status
Memberships and Punch Cards
- Customer Quick Configure
- Entity and Corporate Memberships
- Overview of Quick Configure settings
- Overview of membership payment type options
- Modifying a member’s EFT billing details
- Walkthrough for setting up future dues
