Operations I
- 06 Jul 2021
- 1 Minute to read
-
Comments
Operations I
- Updated on 06 Jul 2021
- 1 Minute to read
-
Comments
This training video covers the following points:
- Adding company customers
- Adding individual customers
- Grouping customers into teams
- Assigning contracts to customers
- Creating contract invoices
- Adding one-off fees to customers
- Inviting customers to the Members Portal
- Changing customer email addresses
- Pausing contracts
- Cancelling customers
- Adding passes and manually assigning them to customers
Was this article helpful?