To learn how to use the Campers module, watch our 4 phases of training.
In Phase 3 of 4, we demonstrate how to utilize family and camper profiles and complete the batch invoicing process.
Looking for something specific? Reference the timestamps below to fast forward as needed:
00:51- Family Profile
01:48- Family Profile- Primary Parents tab
02:44- Family Profile- Tasks tab
04:47- Family Profile- Emails tab
06:33- Family Profile- History tab
07:20- Family Profile- Quick Notes
07:42- Family Profile- Notes tab
08:34- Family Profile- User Permissions for Notes
10:19- Family Profile- Financial tab- Transactions tab
13:18- Create, Reverse, Delete a Charge Transaction
22:36- Highlighted Transactions
23:59- Create a Discount Transaction
24:19- Create a Payment Transaction
31:47- Void/Reverse/Delete an Electronic Transaction
33:38- Create a Refund Transaction
35:00- Create a Credit Transaction
35:57- Yearly Balance and Statement
38:15- Invoices tab
44:01- Credit Cards tab
46:36- Checking Accounts tab
47:37- Family Profile Action Menu
51:28- Camper Profile
52:06- Camper Basic Information
52:51- Yearly tabs
53:07- Enrollment tabs
54:59- Forms tab
55:15- Emails tab
55:57- Camper Profile Action Menu
57:28- Changing a Camper's Enrollment
1:04:31- Invoicing & Auto Pay Process
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