Pressing matters grouped for your convenience

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The To Do Section on CloudSquad’s Dashboard offers easy navigation to where your attention’s needed. The descriptions at the bottom of each block are active links. Wow! Clicking on the description will redirect you to the relevant screen. Once clicked, the screen will automatically open in a new window. Excellent!

MEMBER REGISTRATIONS New member registrations are grouped here for data validation & enrollment on company level. Effortless, paperless processing.

INVOICES PENDING Pending invoice state allows you to amend invoices. Pending invoices are moved to the unpaid tab once checked and finalized. Data checked, moving on.

INVOICES UNPAID Apart from a few options on this screen the main function is sending the finalized invoices to members by clicking the schedule notification button. Once clicked it enables you to choose what you want to send: Invoices only, Invoices and Statements or Statements only. Options!

INVOICES SENT #MONTH This enables you to view unsent invoices for the current month. By clicking on the link you’ll be redirected to all invoices not sent. Convenience!

STATEMENTS SENT #MONTH Clicking this link highlights statements not sent in the current month on your member screen. More convenience!

MEMBER RE-REGISTRATIONS Currently, existing member updates are grouped here for data validation and re-registration with their existing CloudSquad membership number. Keep an eye out for exciting new changes coming soon! Marvelous!