Add Group (Membership)

Membership Groups can be added to a member profile at various stages throughout their membership tenure. If there is a fee attached to the membership group added, the system generates a taskbar to prompt you to continue to create the relevant membership invoice.

The main reasons to add a membership group are;

• A new member record has been created in the database
• An existing member has requested an optional membership add-on, such as rental and storage options, or the member has qualified for a discount group
• A membership for an existing member ended or expired

The Add Membership Group option is NOT to be used when a member has requested to change their membership group. Refer to the relevant Change Group solution for information on how to manage the membership change requests.

Step by Step Guide

Step 1 - Navigate to the member's memberships

There are two options to navigate to the add membership group page depending on the status of the member:

• If you have just completed creating a new member record: select the Add Membership Groups button from the create member taskbar located top of screen.
• For an existing member: add a membership group by selecting the Memberships option from the Member Action drop menu, then click on the +Membership button

Step 2 - Add the membership group to the member's record

• Enter the membership group start date - the date the new membership is to be effective from
  
  • You must enter the Start Date before the list of membership groups to add appears
• An End Date is only required if you are extending or shortening the standard default membership period configured in the group settings
• More than one membership group can be added at one time. Tick the check box for each membership group/s to be added to the member record
• Click the Add Group button
  

Step 3 - Select facilities option

A Choose Facility window will open when a membership group with a facility attached is added. If this window does not appear continue to Step 4.

•  Select the radio button to add the facility to assign to the member. Repeat for each group that has a facility attached.
• Click the Save button

Example: if a locker group is added and has a number of facilities available you will be prompted to select one facility from the list, which will be allocated to the member

Step 4 - Create the membership invoice

• Click the Create Membership Invoice button located in the change taskbar at the top of screen (or Dismiss to create the invoice later)
• Set the invoice Dates 
• Optional - review or update the Unit Price for each invoice line item
• Optional - enter addition information in the member or admin note 
• Click the Save button