Accounting
Finances documents
- Refunds - how it works?
- How to make, approve and complete Online Refund Request?
- Refund requests - mass actions
- How to use Mark as paid in Company invoices?
- How to create company credit note?
- Company Invoice - Overview
CRM module
- Consultant Availability
- How to add consultants to CRM
- CRM Dashboards and Reports
- How to import Leads into CRM?
- Events, Tasks & Calendar in CRM
- Leads in CRM
Corporate Customers
- Corporate offer - overview
- How to assign Related Users to Company?
- How to mass add Members by Migration tool in PGM - Corporate customers
- Aktywacja użytkownika B2B Portalu
- How to activate B2B Portal user?
- B2B Portal - Pierwsze kroki
Contract & payments
- How to process refunds for terminated contracts using Refund Cancelled Period feature
- How to cancel transactions that appear as cancelled but the report does not confirm this
- Due Date Scheme - How to change Due Dates of Membership Fees in Recurring Payment Plan?
- How to mass extend freezes using support tools AUSNZ
- How to Rollback Contract Cancellation?
- How to edit Contract Freeze?
Club members management
- How to add Company during registration in PGM?
- Registration process of the payment card in PGM
- Pause/ Exclude member from Debt Collection process
- How to set Preferred Language in Member Profile in PGM?
- Member Profile - Agreements in Data tab
- Communication in Member Profile - Overview