Premier | Membership Settings

Premier | Membership Settings

🔍 Summary

Site Settings in Premier allow you to define rules and defaults for creating and managing memberships. Configuring these settings ensures consistent membership management, payment processing, and loyalty programs before adding new members.

❓ Likely Scenario
  1. Memberships are not being created with correct payment terms or loyalty settings
  2. Alerts, invoices, or expiry notifications are not functioning correctly
  3. Direct debit or BACS/SEPA files are not being generated or processed correctly
🛠️ Process Overview

In this process, you’ll configure Membership Options and Direct Debit Settings within Premier’s Site Settings. These configurations control membership numbering, loyalty schemes, payment types, search options, alerts, and banking setup for collections.

✅ Step-by-Step Instructions

Accessing Membership Options
  1. Log into Administrator or Manager
  2. Go to General Menu > Sites > Membership Options on the Site Settings tab
Membership Options
  1. Use Manual Membership Numbers – Manually enter membership numbers; use if pre-numbered cards exist
  2. Use Loyalty Scheme – Activate points issue and redemption
  3. Allow Loyalty Points on Discounted Items – Issue points for discounted items
  4. On Hold Reasons – Options when freezing members
  5. Off – Members can be placed on hold without a reason
  6. Always – A reason must be selected when placing a member on hold
  7. Treat as Member – Define the number of days after expiry that members retain benefits
  8. Allow Membership Management in Reception – Activate Member Details functionality in reception
  9. Request Invoice – Prompt for invoice printing on payment creation
  10. Pro-Rata Payments – Configure fixed renewals for “Single” or “Fixed” payers
  11. Default Payment Types
  12. Single – One-off annual payment; requires manual update after expiry
  13. Fixed Payment – Payments over a fixed term, usually via direct debit
  14. Generated Payment – Monthly collection; membership rolls on until stopped
  15. Search Options – Preferred search method for membership arrivals
  16. Search Match Option – Exact match or contains search
  17. Allocate Loyalty Points – Monthly points allocation on run or collection day
  18. Allocate Passes – Automatically allocate membership and guest passes on anniversary
Membership Direct Debits
  1. Use Direct Debit – Activate direct debit; default is Standing Orders if inactive
  2. File Location – Path to store collection files
  3. Use BACS – Activate BACS file generation
  4. Use AUDDIS – Generate AUDDIS file for monthly bank setup
  5. Use SEPA – Activate SEPA files
  6. Creditor Details – ID, Name, BIC, IBAN, Bank Format (Allied Irish Bank, Bank of Ireland, Ulster Bank)
  7. DD/SO Setup Period – Time for bank setup before first payment
  8. Account Direct Debit Processing – Dictates when funds are retrieved from client accounts
  9. Membership Direct Debit Runs – Choose up to 5 collection dates per month
Membership Bank Details
  1. Account Number Length – Set maximum account number length (UK: 8)
  2. Sort Code Length – Set maximum sort code length (UK: 6)
  3. Projected Payment Method – Determines revenue breakdown for annual payments
  4. Till Memberships – Define tax percentage and PMS posting allocation code for reception payments
Members Information
  1. Arrival Options – Configure alerts on member entry
  2. Member Expiry Warning – Alert countdown to expiry
  3. Re-entry Interval – Time restriction for repeated entry
  4. Information Board – Configure pop-up alerts for arrivals
  5. Invoice Details – Configure invoice layout
🧠 Important Note
  1. Membership options and direct debit settings must be configured before adding new members
  2. Incorrect setup may affect loyalty points, payment collection, alerts, and reporting


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