Description

Resolution

Creating Membership Types

1. To create a New Membership Type click onto the "Green Plus"
   
2. Enter a description 
3. Gender – State if the membership if applicable to Male / Female or Either 
   
4. Income Centre from the dropdown list – ability to define where annual and monthly fees are associated
   
5. Joining Income Centre – ability to define where fees are associated
6. Passes Membership – if selected the membership type is activated this enables the user to create a membership and state that it has a number of passes (visits) allocated
7. Move the required Sites from left to right to allocate
8. Select the "Green Tick" to confirm
   

Applying Site Rules 

 

Select the "Membership Type" from the List at the bottom of the screen, then select the "Site Details" tab

If using a multi-site solution select the "Site" in the list of sites

Applying General Rules

1. Alternate Description - if the site naming convention differs per site you have the ability to define a local description
2. Age Range – input the required age range for the membership type – if this section is completed all new memberships will require a Date of Birth to be allocated
   
3. Start Date – if required input a start date to the membership, if your membership starts immediately a start date is not required.
   
4. End Date – if you membership has an end date input the required date, if you membership runs continuously the end date is not required 
   
5. Length – input how long your membership is valid for
   
6. Allow Web Signup - activate to allow online joining
   
7. Colour - ability to colour code the membership
   
1. Clear - removes colour
   
8. Tax - ability to define the tax percentages
   

Passes

1. Membership Passes – input the amount of membership passes relevant to the membership 
   
1. Renewal for Generated - automates the issue of new passes on the anniversary of a generated payers membership 
   
1. Do Not Exceed - set s a maximum number rod passes which can be held for this membership type
   
2. Guest Passes – enter the amount of passes relevant to the membership
   
1. Renewal for Generated - automates the reissue of guest passes on the anniversary of a generated payers membership
   
3. For passes automation see Site Settings - Memberships

Access Rules

1. Ignore Door Access - Allows permeant access via the access control system (Fast-Track)
   
1. (typically used for internal membership such as staff)
2. Ignore Re-swipe - removes the time restriction for this membership
   

PrePayment

1. The ability to add credit to the members prepayment account on joining and renewal
   
2. Full Fee Levy (Exc) - the default amount of prepayment to be added to the membership
   
3. Monthly Levy - the default amount of prepayment to be added to the membership
   

Loyalty Points

1. Joining - the default amount of points issued on joining
   
2. Renewal - the default amount of points issued on renewal (or on anniversary for generated payers)
   
3. Monthly - the amount of points issued each month for generated payers
   
1. Entrance Loyalty Points - the amount of points used via membership arrivals see Site Settings - Memberships

Fee’s

e.g. Off-peak membership which is only available Monday to Friday between the hours of 10.00 and 17.00 

1. Click onto the “Default Hours" Tab
   
2. Select the correct “Membership Type”
   
3. Valid - when selected any time clicked in the  grid will be valid
   
4. Invalid - when selected any time clicked in the grid will be invalid
5. Column
   
1. Select  "Valid / Invalid", then select a column heading to make the entire column available (e.g. select Monday)
   
2. to select multiple columns, click and hold on the column heading , then drag left to right (e.g. click/hold Monday, drag to Wednesday)
6. Row
   
1. Select "Valid / Invalid", then select a row Time to make the entire row available (e.g. select 9:00)
   
2. to select multiple rows available, click and hold on the row Time, then drag down (e.g. click/hold 9:00, drag down to 18:00)
7. Square
   
1. Select an "Valid / Invalid",, then select a square on the grid to make available (e.g. select Monday at 9:00)
   
2. to mark multiple squares available, click and hold on the square, then drag down and across (e.g. click/hold 9:00, drag down to 18:00 and across to Wednesday)
   

Applying Additional Membership Fees

The ability to define additional charges to be added to the members annual or monthly fees, such as locker hire, towels, society fees.

The fees listed here are created in Additional Fees, where default Income Centres can also be allocated.

1. Click onto the “Additional membership Fees" Tab
2. Select the correct “Membership Type
   
3. To allocate an Additional Fee to this Membership Type  Tick the box adjacent to the fee’s description
   
4. Confirm the Income Centre for any income received. This will default to that selected for the item in Additional Fees, but can be overridden for a specific membership type if required
5. Full Fee - the rate for members making a single payment covering the full term of their membership
   
6. Multiple Fee - the rate per month, for members paying monthly
   
7. Tax - select the appropriate tax band from those available in the dropdown
   
8. Mandatory - should be ticked if a member must make the payment,
   
1. e.g., for Union Fees, or left un-ticked if payment is optional, e.g., for Locker Fees.
   

Applying Golf Courses

1. Click onto the “Courses" Tab
   
2. Select the correct “Membership Type
   
3. Sites and Courses
   
1. Select each site that they can play at and then allocate the courses at that site that they can play on by using the arrow button to move the course to the Allocated Golf Courses section
   
4. Valid On
   
1. Tick the days of the week that this membership type can play on
   

Membership Discounts