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Before signing the member up, verify the member wasn't a member previously. Check Member Management and replace/renew the account if...
July 24th, 2025 5 views 0 likes
Renewals are used for when a membership expires. If the member is not set up to rollover to an Open-End...
Replacements should be done if you are making fundamental changes to a membership. This will completely replace the member’s current...
Client users are able to submit refunds for most dues and add-on payments through the Member Management application. User access...
The Notes section will house all notes that have been made on a member’s account. Whenever any change is made to the...
Member accounts are split into multiple different sections, such as Account and Billing. Each section will contain related functions. To...
Member Enrollment
Members, sometimes referred to as cardholders or secondary members, are managed in Member Management. All members of an account are...
The Member Profile window is used to quickly access and manage members from anywhere without requiring the user to disrupt their current...
Part of Member Management includes the ability to add, edit, and remove add-ons and account charges (one-time add-on charge) to...
Adding cardholders is done using the Cardholders window in Member Management. Start by looking up the account. The Cardholders window is located...
Adding and managing account add-ons is done in the Add-ons/Account Charge window of Member Management. Start by looking up the account and...
First, pull up the member's account in Member Management and scroll down to the Billing section. The Freeze Account section is near...
July 24th, 2025 4 views 0 likes
The Transactions section is going to house information on all transactions tied to the account. This will include dues payments,...
The Attendance contains member information for everything in the Scheduler, such as the member’s general attendance and their current PT...
Yes! This is done under the Change Payment Section window under the Billing section. Navigate to the member's account in Member Management and scroll...
The Utilities section houses various smaller functions outside of the other sections. Upload File Upload File is used for uploading any files...
Member accounts can be pulled up a couple of different ways depending on your personal preference and what is most...
Template Configuration
Using the Add-ons/Account Charges Screen
Pulling Up and Navigating Member Accounts
Member Management > Account Info The Account Info section of Member Management includes the following information: Profile Payments Members Date...
Account Information
