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2 | Adding & Editing Membership Types

This article covers instructions to Adding and Editing Membership Types within the Membership List which is accessed via the Membership component of BackOffice. Once the Membership function has been enabled in the system, authorized Operators can Add and Remove Membership Types. The Membership Types can be based on the criteria set by the business for its members.

This article covers instructions to Adding and Editing Membership Types within the Membership List which is accessed via the Membership component of BackOffice.

Once the  Membership function  has been enabled in the system, authorized Operators can Add and Remove Membership Types. The Membership Types can be based on the criteria set by the business for its members.

Prerequisites 
  • To access Membership Features, the applicable Operator Privileges will need to be enabled 
    • Operator Maintenance 'Maintenance' Tab
      • Accounts & Membership: "View Accounts" Flag
      • Accounts & Membership: "Edit Accounts" Flag
      • Accounts & Membership: "Create New Accounts" Flag
Adding a New Membership Type
  • To add a New Membership Type, follow these steps after logging into BackOffice:
    1. Within the sidebar Menu, select Membership and then Memberships beneath that, which will open the Membership List Tab
    2. Click the Add New Membership button in the Header Section
    3. A New Membership window will now open
    4. Fill in the Name and Description, select the Allowed Venue, Account Group, and Default Renewal
    5. Click OK and the New Membership Type will now be created

Editing a Membership Type
  • To edit an Existing Membership, follow these steps after logging into BackOffice:
    1. Within the sidebar Menu, select Membership and then Memberships beneath that which will open the Membership List Tab
    2. Highlight the Membership within the Membership List that to be edited
    3. Click the Edit Membership button in the Header Section
    4. This will open the Edit Membership window
    5. Edit the fields that need to be altered
    6. Click OK and the Membership Type will now be Edited and Saved

Membership Type Fields Explained

 

Field/Flag

  Description/Information
Name
  • The name associated with this Membership Type
Inactive
  • If this flag is enabled, the Membership Type will no longer be active and Operators will not be able to add New Members to this Membership Type
Requires Admin Privilege
  • If this flag is enabled, this Membership Type can only be used by Operators that have the Administrate Members flag enabled
  • To enable the Administrative Members Flag; go to Operator Maintenance
  • Navigate through the Maintenance Tab and tick the Administrative Members Flag from Accounts & Memberships section
Description
  • A further Description to the Membership Type which will display on the SmartPOS Workstation when a Membership is sold to an Account
  • This Description can also be added to a View within the Membership List
Allowed Venue
  • This will be set to All Venues by default, however, it may be desirable to limit the Allowed Venues for a Membership Type
  • If this is to a specific Venue, the Membership Type will only display for sale on SmartPOS Workstations within the selected Venue
Account Group
  • This will be set to Do not Change by default
  • If this is set to a specific Account Group, any Joining or Renewing Member that is not under the selected Account Group will be moved to this Account Group
Default Renewal
  • This selects the pre-defined Membership Type for this Account
Current Members
  • This is the number of Members currently in this Membership Type