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Welcome to Approach!
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Approach Knowledge Base
Approach Main App
Approach Main App
Event Email Reminder Tag Breakdown
Calendar
Calendar Overview
Creating and Selling Ticketed Events
Creating and Reserving Invoiced Events
CRM
Managing Memberships
How to Check In & use QR/Barcodes
How to Sell a Membership or Pass
How to Cancel, Checkout & Fix a Pending Order
How to Save a Payment Card
How to Manage a Household
How to Create a New Customer and Merge Accounts
How to Manage Store Credit
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Store
Managing Guest Passes
Admin
Document Template - Membership Agreements
How to create a portal link for signing documents
Staff Roles
Setting Up Staff Profiles
Store Admin
Cost of Goods Sold (COGS)
Pass Type Creation
Membership Type Creation
Product Management
Portal Setting on Sellable Items
Promo Codes
How does Autobilling work in Approach?
Shared Memberships
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Settings
Approach Emails
Approach Marketing
General Settings
Portal
Portal Settings - Analytics
