Defining Membership Types in Web

 

This document will go over how to create new Membership Types and how to connect them to a specific admittance privilege for your center. Membership Types within SportsMan is the backbone of the membership module, and is used to describe every detail regarding the various ways your patrons can sign up for memberships, and how much they are billed.

Prerequisites: 

This Document Will Cover:

ü Set up Membership Types

·       General Tab

·       Type and Pricing Tab

·       Admission Tab

·       Internet Settings Tab

·       Custom Settings

Setting up Membership Types

To begin go to click on Define>Membership Types

    

The list of all your current Membership types will appear as shown below. To add a new Membership type, click on the [Add] button.

The ‘Add Membership Type Definition’ screen will populate as shown below. On this screen you have five tabs General, Type and Pricing, Admission, Internet Settings, and Custom Settings.

General Tab

In the General Tab it will have you define the abbreviation, add a description and GL Account along with creating a membership group.

Abbreviation: This needs to be a short abbreviation usually two or three letters from the description.

Description: A short description of the membership type such as ‘Family Membership’. This description will be shown in dropdown menus when selecting this membership type.

GL Account: This is a sales accounting category used when a membership is sold.  Example:  Family membership revenue may be categorized differently than punch passes.

Member Group: This will allow you to create groups associated with specific memberships. This feature will allow you to do reporting on a specific membership group and you will be able to create a custom key definition for your membership groups.

Type and Pricing

In this section you need to set the pricing/type for your membership.

 

Number of People allowed in Membership: If the membership has a limit of people that are allowed to be under it you will need to but in the max number allowed in this box. If it is unlimited then you will want to put in a 0. If you are going to put in a limit but will allow additional people to be added for a price then you will need to make sure you do not select the ‘Do not allow additional people’. You can also make the membership be for residents only, and prevent the membership from having different pricing within activities.

Membership Type: Here you will select if the type of membership, it can be ‘Normal’ which means the memberships is either Annually, Sumi-annually, Quarterly or Monthly. If it is a normal membership type you will need to select the duration. The other option is ‘Punch Pass’ which means that they have a number of times they can come into your center. Below you will see you can set pricing and put in how long the pass is good for.

Admission

Adding Privileges: You must add at least one Privilege to your membership type in order for your patrons to be able to access the center. Simply click the [Add] button and choose from your list of privileges areas. If you have not created them yet you will need to define your privileges before you can proceed with creating your Membership type.  See the Admittance Privileges document for more information.  

Admission Rules: This restricts how frequently this membership card can be swiped in the admittance control to gain admission to the facility.   Most facilities use the setting of 1 every 0 hours for unlimited admittances.

Default Entry Purpose: An entrance purpose can help you organize the reason the member.

Internet Settings

Show On Internet: In order to see the settings as shown above you must check the show on internet box. This setting also puts the membership online if you do not select it your patrons will not be able to see it.

Electronic Membership Cards: When you check this box an electronic QR card will be sent to your patron after they purchase it online.

Allow New Internet Purchases: When this is checked patrons will be able to purchase the membership online. For this membership only, you must enable this option on each membership created in order for it to show up online.
Allow Internet Renewals: When this is checked patrons will be able to renew their current memberships online.

Membership Pictures: If checked you will force your patrons to upload a photo during the purchase of their membership.

Custom Settings

Waiver Type: Here you will select the wavier that is associated with the membership if there is no custom waiver, then the standard membership waiver that you put in the site configuration settings will automatically be applied here.

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