1 | Intro to Memberships & Member List

This article outlines the foundational concepts to Memberships and Membership Lists and how they can be configured within BackOffice.

Membership Explained

Memberships is an optional component within Bepoz

It integrates all Promotional and Marketing functions with an extensive Membership and Communication System

Membership is a way of analyzing the Customer Demographics and Trends while also implementing incentives to encourage customer growth and expenditure
Membership and Renewal Fees can be processed into the Bepoz Membership Component
The Membership List tab allows an Operator to view all current Membership Types
From this tab, an Operator can also Add New Membership Types, Edit Existing Membership Types, and Delete Existing Membership Types
An Operator can also run/save Reports or Print the Membership Lists

Prerequisites

To access Membership features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'Maintenance' Tab

All "Accounts & Membership" Flags; read on for details

Membership Implementation

To use Memberships, the system must be authorized for the Membership Module
To do so, follow these steps after logging into BackOffice:

Click on the Authorisations button at the top of the BackOffice window
This will open an Authorisations window
If the Membership flag is enabled, the system is authorized to use the Membership Module
Once the system has been authorized, the Membership Module will appear within the Menu side-bar in BackOffice
If you are not currently set up for Memberships and would like to be, please contact your Bepoz retail office

Membership Operator Authorisation

Only Operators with the appropriate privilege level can edit/use the Membership Module
To check Authorisation for an Operator or to add the privileges for an Operator

Open the Operator Maintenance window for the selected Operator

The flags for Join Members, Renew Members and Administrate Members will all need to be enabled for the Operator

Membership Products

Prior to setting up any Membership Types, three (3) Membership Products will need to be created within the Product List so that Bepoz can accurately account for any Membership Payments

Membership Join Product
Membership Renewal Product
Membership Payment Product

These can be named something different to the below example, however, for Reporting purposes should remain relevant to their function

These Products should be set with $0.00 as the Normal Price to be used as the Normal Product Mode Price
Do not set these to be 'Zero Price' as the price is taken from the Membership Setup

Next, these Membership Products will need to be assigned within Global Settings
On the Global Settings 'Main' Tab , there will be a Membership section on the bottom, left
Assign the three (3) Membership Products to the corresponding fields within Membership Settings

Venue Membership Groups

Within Venue Maintenance, one of the System's Account Groups will need to be nominated as the Membership Group as all Membership Accounts within a Venue must be under the same Parent Group
To do so; navigate to the Venue within Backoffice in which the Membership needs to be set up

Open the Venue Maintenance window for that Venue:

Locate the Membership Group drop-down selector from the Main Tab and select the Account Group that will now be designated as a Membership Group
If required, repeat these steps for each individual Venue within the Organisation or for the Venues in which a Membership Group needs to be designated
The system will now be set up to create Membership Types
Operators can now access the Membership section of BackOffice via the side menu

'Membership List' Tab Overview

To access the Membership List tab, go to Backoffice > Membership Menu > Memberships

Feature/Function	Description & Information
Print List	Prints the Membership List currently in view to PDF
Export List	Allows to Export the Membership List currently in view using one of several Export Formats available
Save Report	Saves the Membership List currently in view as a Report The Report can then be found in My Saved Reports It can also be found in Other Reports; under Saved Reports
Hide Headers	Hides Header information from view
Add New Membership	Adds a New Membership Type from scratch, as opposed to copying an existing Membership Type For the option to Add a New Membership Type by copying an Existing Membership Type, highlight and right-click an Existing Membership Type
Edit Membership	Opens the Edit Membership window for the highlighted Membership Type, allowing the Membership's Settings to be Edited
Delete Membership	Deletes the highlighted Membership Type after an assurance prompt
Venue Selection	Use this drop-down selector to view specific Venue(s) or Membership Types
Views	This will allow the operators to change the Membership information that they are viewing There is only one (1) Standard View, however, additional Views can be created to suit the Organization's needs by clicking on the Views Icon
Filter	Use this to set criteria to the list of Membership Types in View to narrow down the Membership Types based on the selected parameter
Inactive Flag	Enabling this flag will show Inactive Membership Types Disabling this flag will hide all Inactive Membership Types
Edit Mode Icon	Clicking the Edit Mode Icon will allow the operators to edit select Membership Type information in the Membership List window This allows to quickly make edits to a Membership Type without opening the Edit Membership window This can also be a time-saving option to make edits to multiple Membership Types' information at one time Once Edit Mode is enabled, an X Icon will replace the Edit Mode Icon, you will need to click the X Icon to Exit Edit Mode
List of Memberships	This is the list of Membership Types and Membership Information that the operators are currently viewing based on the Venue, View, and Filtering criteria

1 | Intro to Memberships & Member List

This article outlines the foundational concepts to Memberships and Membership Lists and how they can be configured within BackOffice.

Feature/Function

Description & Information