Home Branch:
The Home Branch ID identifies the primary branch of the member. The default Home Branch ID is set up in the General tab of the Program Options screen. This ID is assigned to all new members as they are added to the system, but can be manually overridden with another branch ID.
Membership Type:
Member types are created in Member Management to identify common characteristics of a membership (e.g., lifetime member, senior member, student, etc.) Select the appropriate Member Type from the drop-down list. For more information on creating member types, see Member Types.
Member Number:
Member Management will create a unique Member number for each member. This number consists of the branch ID, a system counter, and a family member ID. If you would like to assign a different membership number, you can override the system default by manually typing over the current number.
Card Number:
The card number may be entered in one of three ways, depending upon how you will be generating your membership cards:
· Member Management will create a unique card number for each member (typically used if you will be printing custom membership cards).
· You can scan a generic pre-printed card to assign to new members by clicking the "scan card" button and scanning the card.
· You can override the system default by clicking the "lock" button and manually entering the card number of your choice.
Join Date:
Member Management will automatically default the join date to the date a member is added to the system. If you would like to change the join date (e.g., a member that is being added Monday but joined over the weekend), you may manually enter the join date or use the calendar feature to select a date.
Termination Date:
Termination dates can be manually entered or selected by using the calendar feature.
Custom Fields:
Custom fields are created by Member Management users to store member information that Member Management does not already have in the system. For more information on creating custom fields, see Custom Fields Setup Tab.
Membership/User-Defined Status:
Membership status relates to the current standing of a membership. System Administrators can assign User-Defined status ratings for any reason not directly related to membership (e.g., a towel is not returned).
Status settings and explanations are maintained in Member Management. When a status change is made, the information is instantly available to front desk personnel through Entrance Control. When determining the status of a member, the following guidelines apply:
· Green Light: Most of your members will get a green light, making their access quick and trouble-free. A green light indicates the account is current. When a member needs to be notified of non-critical information, messages can be posted specifically for them.
· Yellow Light: When a yellow light appears, a status message will appear addressing an issue concerning membership. The member will be granted access but asked to visit member management to resolve the issue at their convenience.
· Red Light: An attendant denies entrance and refers the member to management. The cause may be related to a late payment, a towel that wasn't returned, a check that did not clear, etc.
Note: If a member status changes, the status level and corresponding message must be removed in order for the message to disappear in Entrance Control. All information will remain in the member history.