You asked for more training videos. Here they are! Impexium’s Implementation Team Lead Carole Herzog is back sharing simple ways to maximize efficiency with Impexium. This month she’s showcasing a way to use automation to save time and how to manage payments efficiently.
Don’t miss out on this opportunity to level up your skills and streamline your workflow.
Keeping member designations up to date just got easier. Introducing the automatic designation assignment feature! Members’ well-deserved designations can now be automatically added to their records once their certification becomes active.
This eliminates the manual effort required to keep designations current. Therefore, staff save time and members receive their (well-deserved) designations promptly and accurately.
Ready to simplify your certification process and delight your members? Watch the short training video and get set up today.
Navigating payments that diverge from standard processing methods can be complex. Rest assured, Impexium has you covered. Custom payment methods allow your staff to easily record payments received outside of the system.
This comprehensive training video will guide you through the setup process:
With Custom Payment Methods, you have the tools to manage payments efficiently and accurately, ensuring smooth financial operations.
Get Started Today!
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Let your implementation lead or client success representative know if you need assistance setting up this functionality. Have a training video request? Let us know!