Selling and Managing Membership
- Selling an Advanced Membership Contract in EZFacility Classic
- Canceling a Membership in EZFacility Classic
- Removing a Freeze in EZFacility Classic
- Freezing a Membership in EZFacility Classic
- Unsuspending a Membership in EZFacility Classic
- Sharing a Membership in EZFacility Classic
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How to Assist Clients who Cannot Log Into Self-Service
Clients
- How to Log Client Activity in EZFacility Classic
- How to Set Up Referral Categories in EZFacility Classic
- Online Webinar - Client Management in EZFacility Classic
- Online Webinar - Setting Up Client Relationships in EZFacility Classic
- How to Create Activity Subjects for Tasks and Activities
- Merging Duplicate Clients
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Client Invoice Actions
- How to Refund Payments (Full & Partial) in EZFacility Classic
- How to Void a Payment in EZFacility Classic
- How to Reverse the Billing of an Item on an Invoice in EZFacility Classic
- How to Void an Invoice in EZFacility Classic
- How to View Billing History for Invoices and Items in EZFacility Classic
- How to Set Up a Payment Schedule on an Invoice in EZFacility Classic
Email Campaign
- How to Send an Email Campaign in EZFacility Classic
- Adding a URL link to an Email Campaign in EZFacility Classic
- Using the Email Template Library in EZFacility Classic
- Managing the Email Image Library in EZFacility Classic
- The Email Campaign History Report in EZFacility Classic
- Manage Failed Email in in EZFacility Classic
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Check-in
- Using the Check-In Window in EZFacility Classic
- How to View Client Check-In Report in EZFacility Classic
- Using Check-In from Client's Page in EZFacility Classic
- How to Set Up your Staff Check-In Settings in EZFacility Classic
- Viewing Recent Check In's
- How to Set up the Self Check-In Settings in EZFacility Classic
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How to Use the Shopping Cart Feature
Documents
- Generating a Document from a Client's Account in EZFacility Classic
- Generating a Document to Print (Paper Acceptance)in EZFacility Classic
- Generating a Document with Digital Acceptance in EZFacility Classic
- Generating a Document with Acceptance by Email in EZFacility Classic
- How to View Document History in EZFacility Classic
- Using Client Audit with Documents
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