Changing or removing a Facility

Use this process when a member changes a facility type (e.g. from buggy to cart storage).

Quick Guide

1.  Navigate to the Member Details screen

2.  In the Memberships screen select Change Group or End Membership

3.  Enter an Effective Date and/or End Date

4.  In the Change Membership screen select a new Facility Type under Changing To: Select the Change Group button.

5.  In the Choose Facility screen select the preferred facility for your member then select Save.

6.  In the Memberships screen, select the Group's action button then Edit Test Facility to remove it from the original facility

7.  In the Edit Membership screen, open the Facilities tab then select the appropriate Action button and End Facility Access.

8.  In the End Facility Access screen enter the End Date of the facility then select Save.

9.  Confirm your request by selecting Yes.

10. They system acknowledges the End Facility change is complete with the following taskbar.
      By selecting End Membership the system makes the facility available for another member.

Step by Step Guide

1.  Navigate to member's Member Details screen.

2.  In the Memberships screen select Change Group or End Membership.

3.  Enter an Effective Date and/or End Date.

4.  In the Change Membership screen select a new Facility Type under Changing To: (e.g. Locker tab). Select the Change Group button.

5.  In the Choose Facility screen select the preferred facility for your member then select Save.

6.  In the Memberships screen, select the Group (Test Facility) action button then Edit Test Facility to manually remove it from the original facility.

7.  In the Edit Membership screen, open the Facilities tab then select the appropriate Action button and End Facility Access.

8.  In the End Facility Access screen enter the End Date of the facility then select Save.

9. Confirm your request by selecting Yes.

10. They system acknowledges the End Facility change is complete with the following taskbar. By selecting End Membership the system makes the facility available for another member. 

NOTE:  If the facility has been edited today, the facility will not be available to allocate to another member until tomorrow.