Changing or removing a Facility

Modified on Tue, 10 Dec at 11:24 AM

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



Quick Guide

Step 1 - Navigate to the Member's Memberships page

Step 2 - In the Memberships screen select Change Group or End Membership

Step 3 - Enter an Effective Date and/or End Date

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

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

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

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

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

Step 9 - Confirm your request by selecting Yes.

Step 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.



Step by Step Guide


Step 1 - Navigate to member's Memberships page.

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

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

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

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

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

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

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

Step 9 - Confirm your request by selecting Yes.

Step 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.


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