Active Club Manager  Training

 
 

Lesson 1 - Menu and Tools


Lesson 4 - Finding Database Records


Lesson 2 - The Merchant List


System Basics - Database


Lesson 3 - Adding a Customer


Understanding Data - Part 1


 

Club Processing

 
 

Club Wizard
-- Club Package


Club Wizard
-- Member Choice / Allocation


Club Wizard
-- Placeholder Member Choice / Allocation


 

QuickBooks Interface Setup

 
 

QuickBooks Interface Setup


QuickBooks Inventory Grouping


 

Mobile Dashboards

 
 

Dashboards Demonstration


 

Learn about Web Tools Application Scenarios

 

Club Signup - Account Management


Member Choice / Allocation / Futures


Online Shopping - Guest & Member


 

Learn about Web Tools Application Implementation

 

WordPress DIY Example


Squarespace DIY Example


Facebook DIY Example


 

Wholesale Invoicing and Inventory Management

 
 

Wholesale Invoicing and Inventory Management Demonstration


 

E-mail Creation and Tracking

 
 

Email Tracking


Using Active HTML Editor


Email Compose & Send


Using Active HTML Templates


 

E-mail Creation and Tracking using External Tools

 
 

Using Constant Contact


Using Vertical Response


Using MailChimp


Using SocketLabs


 

iPad Demonstrations

 

IPad Tasting Room POS


POS Cash Drawers Explained


Time Clock on the POS


POS Pickup Feature


Putting Packages on the POS


Food Modifiers on the POS


POS Pending Orders Explained


Making POS GPS Aware


 

Email/Print HTML Report Writer and Templates

 

Using Active HTML Report Templates Part 1


Using Active HTML Report Templates Part 2


 

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