How to quickly edit multiple Member records
A quick video to show how how to easily edit multiple Members at the same time.
Updating multiple Member records using the “Copy Down” feature
A quick video to show you how to update multiple Member records using the “Copy Down” feature
How to record Membership Receipts
This video tutorial shows 3 ways to record a Membership receipt. (4:02)
How to record Bulk Membership Receipts
A quick video demonstrating how to allocate a bulk membership receipt to multiple memberships/membership lines.
This video does not have audio. (1:35)
Monthly Billing Renewal Demo
This demo shows you how to create flexible, monthly membership billing renewals in Clubtreasurer (6:55)
Changing Membership Billing Line Amounts
This video shows you how to edit Billing Line amounts in Membership Payment Plans (2:38)
How to Apply Membership Discounts
This quick video shows you how to apply a discount when assigning a membership to a Member. The scenario applies a 100% discount in the 1st year only, and then charges full fee in the 2nd year onwards
Creating Memberships & Fees
This video shows you how to create new Memberships and Fee Schedules in Clubtreasurer (1. Joining Fees and 2. Annual Membership). The Annual Membership shows Fees for two separate years.
Creating Manual Membership Billing Renewal / How to remove Unallocated Membership Receipts
A quick clip that walks you through creating a manual Billing Renewal line for a membership and then changing an Unallocated Membership Receipt transaction to point to this new billing renewal line instead.
How to Expand/Hide Payment Lines in Membership Payment Plans
This quick clip shows you how to expand and hide Payment Lines in the Membership Payment Plan.
Unallocated Payments: How to Allocate Bulk Member Payments to Membership Billing Lines
A quick video demonstrating how to quickly allocate a bulk member receipt to multiple membership billing lines. Note this video has no sound. (1.11)