Clubautomation

This guide provides step-by-step instructions on how to create a profile for a lesson. It includes details on selecting a professional, adding additional players, entering personal information, and creating a new client. Following this guide will ensure a smooth and efficient process when setting up a lesson profile.

How to Create A Profile (Lesson-Specific)

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Add a Payment Method

Update payment and simultaneously remove the old credit card on file.

Update Payment Method on The St. James ClubAutomation

This guide provides step-by-step instructions on how to generate a report of unsigned agreements in Club Automation. By following these steps, users can easily identify any agreements that have not been signed, helping them keep track of outstanding paperwork and ensure all agreements are completed.

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How to Create A Profile (Lesson-Specific)

Add a Payment Method

Update Payment Method on The St. James ClubAutomation

Unsigned Agreements in Club Automation

How to Generate and Export a Cancellation Report