Building Settings for Memberships (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Memberships and click.
3. Click the blue PMID link to enter the membership you'd like to edit.
4. Enter the fields as you wish the membership to work for you.
-Expires Every x Months: Set that to the amount of month you would like the membership to last (Monthly = 1, Semi-Annual = 6, Annual = 12, etc)
-First Month Charge: Does the member get a full dues amount charged the first month of the term, half price of dues, etc.
-Expiration Type: Does this expire at Midnight on the First day of the month, Midnight of the last day of the month or by the Date of Purchase (I purchased membership on 12th of January, therefore it would expire on the 12th of February at Midnight)
-GL Codes: Where you want the paid Dues for each membership to hit your General Ledger.
-Maximum Rounds: Does this membership have a max number of rounds available (I.e. A Social Membership is allowed four rounds per month).
-Reward Points per Dollar Spent: Does the member get rewards points for money spent at the Club.
-Reward Value: The value per rewards applied above.
-Included Guest Pass Punch Card: Member is awarded "Punch Card Rounds" (free rounds to use at their will).
-Hard Expiration: This is a DEAD END date for the membership. If this has a value entered, the Auto Renew will be overrode.
-Max Booking Days Out: This will be the max number of days a member with this membership will be able to book on the Online Booking Engine.
-Price: Price for the membership.
-Tax Type: Tax applied to the Price entered above.
-Tax Type 2: If a City/County/State has requirements for multiple tax, you will fill this field out.
-Total*: If you want the membership to be an even number (i.e. $500.00) the Price and Tax amount will back fill correctly.
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