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Support tip of the month - January

Did you know you can set a member action from the members, reception & prospect screens, to change a member's status, price level or site on a specified date in the future?

 

In order to activate the member action functionality you must switch on the access level.

Go to configuration-system-user groups-

 

Examples:
If a customer writes to the facility wishing to freeze there direct debit subscription due to medical reasons, then a status member action can be set for a month’s time for a period of 3 months.

To apply this action
Find the member
Click into the member action button. Click new
Then enter a date in the future i.e 01/02/2012

The member action will look this

 

The member action will be applied on the 01/02/2012 at the start of day and will force the status to change from Current to Freeze.

During this time their subscription can roll forward but no direct debit income will be taken from their customer account. Another member action can be set after 3 months to change status back to current when the member returns and the direct debit can be taken.

 

Member actions can also be set up to change a customer’s site if they have moved closer to another facility

 

For example: A Junior to an Adult or a member to a non-member.

 

The member actions will look like this

 

Go on give this a try it will save you time. Let the system do the work for you! 

Categories: General


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