Assigning a Membership in Web

In these instructions we will:

·       Learn how to Assign a Membership to an individual or Family

Special considerations / rights needed to do so:

·       Membership Module

This document will cover how to sell/assign a membership to a patron. There are a few different ways to assign a membership to a patron within Sportsman the first one we will cover involves looking up a patron, and assigning a membership from the group listing screen. To do this Click “LOOK UP” from the start menu in Sportsman, and search for the patron in the top left.

Double Click on the patron or click ok and you should see this screen.

From this screen we can see everyone in the family group, and we can do many things such as assign a membership. Simply Highlight who is getting the membership and click the membership tab on the bottom left. Click “New Membership” and you should see this screen.

 

At this point simply choose which membership type, and make sure who it is covering and fees associated are correct and click “OK”

Tip: At this point make sure the membership length type is correct are they purchasing an annual or monthly membership? Etc.…

After pressing “OK” SportsMan will ask if you would like to check out at the cash register. If you have additional memberships to sell in the same family click “no” if you don’t click “yes”

From this screen go ahead and check out as normal.