This section focuses on how to start selling in ClubReady. Learn how to add leads, sell memberships and services, and manage invoices so you can begin signing up and supporting customers right away.
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Adding Leads
- Prospects > Add a New Prospect
- This allows to fill out a form to create an account for your lead.
- Learn more: Add a New Prospect Through the Prospect Form
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Selling Memberships
- Main > New Agreement
- Sell new memberships, services or add-ons to your leads or existing customers.
- Learn more: Selling a Membership Agreement
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Invoice/Package Management
- Members > Members Lookup
- Adjust customers invoices as needed by completing edits, refunds or cancellations.
- Learn more: Complete Guide to Invoices