Description

Resolution

 

Membership Options

1. Use Manual Membership Numbers - allows the user to manually enter a membership number on sign-up, this option should be active if using membership cards are already pre-numbered.
   
2. Use Loyalty Scheme - activates the issue and redemption of points
   
1. Allow Loyalty Points on Discounted Items - if active will issue points on items which have been discounted
   
3. On Hold Reasons - when freezing members a reason can be added
   
1. Off - allows for members to be placed on hold
   
2. Always - a reason must be selected when placing a member on hold
   
4. Treat as Member - ability to define the number of days after a members expiry where they will still receive membership benefits
   
5. Allow membership Management in Reception - activates the "Members Detail" functionality in reception
   
6. Request Invoice - Prompts the user to print an invoice on creation of payments
   
7. Pro-Rata payments - configures a fixed renewal for all "single" and "Fixed" payers
   
8. Default Payment Types- select which payment terms is the most relevant to your business needs
   
1. Single - One off annual payment, the membership will then expire and the member will require updating each year
   
2. Fixed Payment - Payments will be set over a fixed term and money is generally paid by direct debit. The membership will expire after last payment has been made
   
3. Generated Payment - money will be collected monthly and membership will roll on until member leaves or payments are stopped
   
9. Search Options - this determines the preferred search method within membership arrivals
   
10. Search Match Option - option to set whether the search is an exact match or a contains search
    
11. Allocate Loyalty points - for monthly points scheme option to issue on creation of the monthly run or automatically on the collection day
    
12. Allocate Passes - automatically allocates membership and guest passes on anniversary for generated members

Membership Direct Debits

1. Use Direct Debit - activates the direct debit function, if not active system defaults to Standing Orders (SO)
   
2. File Location - add the file path where all collection files will be stored
   

1. Use BACS - Activates the use of BACS related files
   
1. Use AUDDIS -  If you require the system to generate an “AUDDIS” file each month to be sent to the bank for direct debits to be set up, then this will need to be ticked.
   

1. Use SEPA - Activates the use of SEPA related files
1. Creditor ID - creditors unique mandate reference
   
2. Creditor Name - creditors company name trading name
   
3. Creditor BIC-  creditor bank identifier
   
4. Creditor IBAN - creditors international bank account number
   
5. Bank Format - Select from (Allied Irish Bank, Bank of Ireland, Ulster bank) xml formats
   

1. DD/SO Setup Period - This is the time it takes for the bank to setup the direct debit before the first payment is taken.
   
2. Account Direct Debit Processing - if you allow members to put items on their account, then this option will dictate when the money will be retrieved from the client by Direct Debit.
   

1. Membership Direct Debit Runs determines what day of the month the direct debit is taken, you can have up to 5 dates within the system
   
2. Membership Bank Details
   
1. Account Number Length – ability to set the maximum length of an account number (UK should be set at 8)
   
2. Sort Code Length – ability to set the maximum length of a sort code (UK should be set at 6)
   
3. Projected Payment Method - determines how the revenue for annual payments in the projected revenue report is broken down, whether it is divided by 12 months or determined by how many days there are within each month.
   
4. Till Memberships - Ability to define the tax percentage and PMS posting allocation code for payments taken via reception
   

Members Information