More - Basic Actions Within Account Screens

These articles will help you work within individual Member accounts

How to "Switch to" a Member Account
Go to the Dashboard  Select Membership >> Account  The third column on the left contains the word 'switch'. Click Switch and you will be p...
Fri, 22 Oct, 2021 at 12:24 PM
Adding / Viewing Check-In Notes
  Enable Check-In Notes The first step is to go to Member Splash Settings → Front Desk Settings and scroll down to the section labeled “Choose optional ...
Fri, 25 Mar, 2022 at 9:20 AM
Print Mailing Labels
Mailing Labels are found under the Membership >> Accounts. Then go to the 'Bulk Actions' drop down.  The action you want is "Create Ma...
Fri, 1 Apr, 2022 at 12:52 PM
Change the Payment Status of an Account & Member
PLEASE NOTE: These instructions are for updating individual accounts or for a limited number of accounts (i.e. less than 15 accounts). Should you need to up...
Thu, 9 Sep, 2021 at 7:19 AM