SIM162: Subscription - Client Specific

Duration:	Two Days
Attendees:	Maximum four people.
Pre-requisites:	Completed training module CIS 151. Comprehensive knowledge of Company’s business processes and management of memberships/subscriptions
Where:	On site at your premises or at Simplicity Training Centre Auckland
Cost:	On Site Australia or NZ $2,800 per person minimum 2, At Simplicity Training Centre $2,200 per person minimum 2
What you can expect to learn:	Create new and manage existing memberships/subscriptions.

NOTE: Included is time for trainer to familiarise themselves with the client’s specific business processes to a level to provide functionality training. Trainer may not be an expert on clients business process.

Includes:

Overview of Simplicity Toolbar and Entities
- Familiarisation with person/organisation records
- Updating and/or adding new customers
Memberships
- Add/edit/remove a member
- Membership renewal
- Upgrading/downgrading a member
- Cancelling or lapsing a member
- Group memberships (if applicable)
Orders and Invoicing
- Refresher of training covered in SIM151
- Recurring billing / Billing frequency