Posts

Memberships

Hello Everyone! I am trying to find a better way to track our memberships. Currently we are using binders with our agreements in them, to keep up with who to call, and who we've already called. I have a few questions about tracking all memberships th...

DanaDane by New Contributor II
  • 1932 Views
  • 3 replies
  • 2 kudos

Auto Maintenance Scheduling

Is there any way to set up an automatic scheduling for maintenance on a reoccurring schedule? Such as a biannual maintenance will auto schedule 6 months after the last maintenance. With reminders to the customer and notifications as to the time they ...

MrsIreneK by New Contributor
  • 3267 Views
  • 4 replies
  • 2 kudos