Membership inquiry

Membership

Status

Text

The current status of the membership package.

Select one of: Active, Suspended, or Expired.

Click Reset Status to set the status as active, and resume a membership in progress.

Expiration

Effective

Date

Start date of the membership package.

Click Submit effective date change to save the new effective date.

Note that only system administrators or users with the Membership Dates system user profile can modify these dates.

Expires

Date

Expiration date of the membership package.

Click Submit expire date change to save the new expiration date.

Note that only system administrators or users with the Membership Dates system user profile are able to modify these dates.

Suspend Membership

This is a time period automatic renewal Membership, you can choose to

Radio buttons

suspend for a period within current active period

To suspend this membership package for a specific date range, select this option. The suspension date range must be within the effective and expiration date range of the current renewal cycle.

suspend for next number renewal cycles

To suspend this membership package for a specific number of renewal cycles (starting with the next cycle), select this option and enter a number of renewal cycles. The Suspended From and Suspended Until dates will automatically update based on the dates of the renewal cycles that you have specified.

Note: These radio buttons are only visible if this is an automatic renewal membership package that uses a Time Period.

Modify 3rd Party Billing Schedule

Link

This link is displayed for an automatic renewal membership with 3rd-party payments. When suspending the membership, users can click this link and then modify the 3rd-party billing schedule.

Suspend All Members

Text

If a membership package is suspended, all customers attached to the membership package will have their memberships suspended as well.

Suspended From

Date

Start date of the membership package suspension.

Click Submit changes to suspension to save the new suspension activation date.

Note: The date field accepts any future date within the terms of the package.

The customer's package will be suspended starting at 12:00:01 of the first day of the suspension activation date.

Suspended Until

Date

Expiration date of the membership package suspension.

Click Submit changes to suspension to save the new suspension expiration date.

Note: The date field will accept any future date within the terms of the membership package.

The customer's membership package will be suspended until 12:00:01 of the last day of the suspension expiration date.

Extend for Suspended Time

Checkbox

Extend the membership package for the equivalent number of days that it has been suspended.

Reason

Dropdown list

Option to select a reason for the suspension.

Un-suspend

Hyperlink

Click to reverse an existing suspension.

Automatic Renewal

(Click Submit renew changes on the right side to save any automatic renewal payment changes)

Automatic Renewal

Dropdown list

Select Do not automatically renew if you need to discontinue a previously set up automatic renewal.

There are two automatic renewal types:

• Pay in full when renewal due

• Use payment plan for renewal

The Auto Renewal Cancellation Reason section appears.

1. Select a Reason from the dropdown list.

2. (Optional) Enter any notes in the text box.

Note: Cancellations appear in customer history logs.

Next renewal date will be the final auto renewal

Checkbox

This option appears if the following conditions are true:

• This membership is automatically renewing.

• This membership package's Cancellation Option is set to One more renewal period - Cancellation on expiration date.

• A final auto renewal has been scheduled for this membership through Front Desk.

If you want to continue automatically renewing this membership in the future (i.e. reverse the scheduled cancellation), then uncheck this option.

Credit Card

Radio Button

Select this option to automatically renew by credit card.

Complete the following details:

• Payer: Select a payer from the dropdown list. The due amount for the payment plan will be automatically registered to the payer's account.

• Credit Cart Number: Enter the credit card number that you want to be charged for automatic renewal. (Required)

• Expiration: Enter the expiry date of the credit card (in MMYY format) to be used for the automatic renewal. (Required)

Note: You can also enter credit card information using an encrypted MagneSafe device.

Electronic Check

Radio Button

Select this option to automatically renew by electronic check.

Complete the following details:

• Account type: Select an account type (checking or saving) that you want to be charged for automatic renewal from the dropdown list.

• Account Number: Enter the account number of the electronic check.

• Routing Number: Routing number of the electronic check. This number directs the payment to the correct financial institution.

Note: This option is configured by the setting Allow payment by electronic check? If the setting is not selected, the Electronic Check payment type will not be displayed globally on staff site.

Manual Deduction

Radio Button

Select this option to automatically renew by manual deduction.

Enter your Employee Number (identification number of the employee who renewed the membership through manual deduction).

This is used to reference back to the payroll deduction process.

Note: Manual deduction is done outside of ACTIVE Net. This option is only used to show revenue as coming through ACTIVE Net for reporting purposes.

Frequency

Dropdown list

The frequency of payments for the payment plan:

• Weekly

• Every other week

• Twice a month

• Monthly

• Quarterly

• Every four weeks

Number of Payments

Numeric

The number of payments for the payment plan. For example: 6 payments, 12 payments, etc.

Automatically

charge Payments?

Checkbox

Select this option to automatically renew a payment plan.

The Credit Card and Electronic Check sections are displayed again. Select one of them.

The billing automatically starts immediately following the previous membership's expiration date.

Package

Name

Hyperlink

Name of the membership package.

Click the Name of the membership package to change package details.

Click Transfer packages to transfer to another membership package.

Max Passes

Numeric

Maximum number of passes that can be issued for the membership package.

Min Age

Numeric

Minimum age of the customer (in years) required for the membership package.

Max Age

Numeric

Maximum age of the customer (in years) required for the membership package.

Gender

Text

The gender for which this package is applicable. For example: Male, Female, or Coed.

Primary Customer

Name

Hyperlink

Name of the primary customer that the membership package is assigned to.

Click the Name of the customer to open the Customer Account Functions page in a new window so that you can view and modify customer details.

Click Find a different customer to assign a different customer to the membership package.

Address

Text

Address of the customer that the membership package is assigned to.

Customer Type

Text

Customer type assigned to the customer.

Customer types are the primary method of dividing the customer base for facility charges.

Typically, the customer type is used to divide family accounts into resident and non-resident accounts if facility rates vary based on residency. 

Home Phone

Numeric

Home phone of the customer that the membership package is assigned to.

Work Phone

Numeric

Work phone of the customer that the membership package is assigned to.

Email Address

Text

Email address of the customer.

Birth Date

Date

Birth date of the customer that the membership package is assigned to, entered in month, day, year format.

Age

Age of the customer that the membership package is assigned to.

Gender

Text

Gender of the customer that the package is assigned to.

Add New Member

Button

Click this button to add a new member to the package.

Note this button will only appear if there are additional passes available for the membership package.

Questions for the Membership Package

Question

Text

Questions that were asked when the customer registered for the package.

All customer answers are saved in the customer's database record.

Answer

Text

Answers that the customer gave to the custom question.

Passes

Primary

Button

Select this button to designate the primary customer that the membership package is assigned to.

Note: This button is disabled if you do not have the Front Desk: Membership - Membership Inquiry: Change Primary Member security option on your system user profile.

Member

Hyperlink

Name of the customer who is assigned the membership pass.

Click the Name of the customer to open the Customer Account Functions page in a new window so that you can view and modify customer details.

Pass Number

Numeric

Pass number of the pass assigned to the customer.

Customer Type

Dropdown list

Customer type of the membership holder.

Note: This column is only visible if Force Primary Member's Customer Type to be: is enabled in the Properties section of the Membership Configuration page.

Batch print passes

Hyperlink

Click this link to generate passes for all of the customers attached to the membership package.

Remove

Button

Click this button to unassign a pass from a customer.

The customer will be removed from the membership package.

For family multi-passes, click this button to go to the Refund Transaction page, where the refund is processed for the particular customer's portion of the specified removed pass.