Members

Bulk Operations

• Bulk whitelisting across studios
• Contribution adjustment via bulk editing
• How to use bulk operations
• Multiple processing for Payment Run groups
• Write off member credit using Bulk operations

Data Protection & Deletion

• Automatic Archiving and Anonymization of Member Data
• Automatic archiving and anonymization – retention periods, first run, and data deletion rules
• DSGVO - Compliance
• Masking and revealing email addresses in the system
• Restoring archived members and prospects

Master Data

• Creating a member
• How to change the data type of an existing field for additional member information
• How to create codes
• How to create corporate discounts
• How to use a Bulk operation to resend email verification to many members
• IBAN visibility in the member account, in documents and in the history

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Member Account

• Fee for replacement cards
• How to create Check-in discounts and manage them
• Set up, sell, and use consumption credit

Member Care System

• Configure Member Care: default, automatic, and manual flow assignment
• Create and configure Member Care flows
• Member Care: Overview, prerequisites, and how flows get assigned
• Work with assigned Member Care flows

Member Management

• Archiving Prospects and Former Members
• Change of studio for members
• Customer recovery
• Exporting member lists and downloading export files
• How do I delete a member list?
• How to create member lists

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