Add a family member / friend

Name & Family

First*

Text

First name of the customer.

Required.

Last*

Text

Last name of the customer.

Required.

Family

Dropdown list

Select the family where the new customer will be attached.

Role in Family

Dropdown list

Select the family role for the new customer.

Possible family roles are Adult, Child, or Friend.

Residential Address

Street*

Text

Street address of the customer.

Country

Dropdown list

Country of the customer's address.

Note: This field only appears if you have selected the Allow international addresses option in System Settings - General.

If you select a country whose states are not in ACTIVE Net's database (for example: Afghanistan), the dropdown list for states disappear, and a text box will appear in its place, where you can manually enter the name of the state, and the State field will no longer be a required field.

City*

Text

City of the customer's address.

Required.

State*

Dropdown list/Text

State or province of the customer's address.

Enter the state or province in a textbox if the country's list of states is not in ACTIVE Net's database.

Zip Code*

Text

Zip or postal code of the customer's address.

Required.

Mailing Address (if different from above)

Street

Text

Mailing street address of the customer.

Country

Dropdown list

Country of the customer's address.

Note: This field only appears if you have selected the Allow international addresses option in System Settings - General.

If you have selected a country whose states are not in ACTIVE Net's database (for example: Afghanistan), the dropdown list for states disappears, and a text box will appear in its place, where you can manually enter the name of the state.

City

Text

City of the customer's mailing address.

State

Dropdown list/Text

State or province of the customer's address.

Select the state or province from a list, or enter it in a box if the country's list of states is not in ACTIVE Net's database.

Zip

Text

Zip or postal code of the customer's mailing address.

Contact Information

E-mail Address

Text

Email address of the customer.

Phone*: Home/Work

Numeric

Home and/or work phone number of the customer.

At least one of these two numbers is required.

An area code is required, but the extension number is optional.

Cell Phone

Numeric

Cell phone number of the customer.

Pager Phone

Numeric

Pager number of the customer.

Fax

Numeric

Fax number of the customer.

Other Phone

Numeric

Other phone number of the customer.

Personal Information

Gender

Dropdown list

Gender of the customer.

Date of Birth

Date

Date of birth of the customer.

Customer Type

Dropdown list

Customer type of the customer. This determines the charges applied for facility reservations, as specified in the Charge Matrix.

Specify the default customer type at System Settings > Online.

Occupation

Dropdown list /Text

Occupation of the customer.

If you want to select an occupation that is not listed in the dropdown list, select Other from the dropdown list, and then enter the occupation in the adjacent box.

Geographic Area

Dropdown list

Geographic area the customer resides in.

Calculated Grade

Read only

The person's calculated grade based on the customer's age and the age-grade level specified in ACTIVE Net.

Grade Override

Dropdown list

Select a grade level to override the calculated grade.

SSN

Text

Social Security Number of the customer.

Must have 9 digits or be left blank.

Lighting PIN

Text

Note: This option is available if you have enabled SkyLogix features for your organization and if you require your customers to enter a PIN for lights to activate during their reservations (as specified in the Function option for SkyLogix Lighting Settings on the General Configuration page). Contact your ACTIVE Net account manager for more information about accessing these features.

Enter a 5-digit number for this customer to use as a PIN to activate lights during their reservations.

Resident?

Checkbox

Select this checkbox if the customer is a resident.

Different fees may apply for residents and non-residents.

Special Handling?

Checkbox

Select this checkbox if staff needs to be notified that the customer requires special handling.

If selected, an alert siren icon is displayed when the customer makes a transaction. Click the siren to display the customer's alert notes (for example: notes, medical alert, general alert).

Head of Household?

Checkbox

Select this checkbox if the customer is the head of the household. This is used as criteria for mailing lists and reports.

Promotional Email

Checkbox

Select this checkbox if the customer agrees to be included in the promotional email list.

Promotional Postal Mail

Checkbox

Select this checkbox if the customer agrees to be included in the promotional postal mailing list.

In case of emergency, contact:

Note: Clarification text about emergency contacts appears here. To set the clarification text, see the System Settings page.

1st Contact

Text

Name of the first contact person in case of emergency.

Notes

Medical Alert

Text

Medical alert notes that can be printed on the roster.

The medical alert is also displayed when a special handling customer makes a transaction (for example: allergies, special medical instructions).

Notes

Text

General notes about the customer that are displayed when a special handling customer makes a transaction (for example: customer preferences, requests, reminders).

General Alert (Staff Use Only)

Text

Alert notes for the staff that are displayed when a special handling customer makes a transaction (for example: "Do not accept checks from this customer").

Questions

Custom Questions

Text

Questions that are asked to obtain additional information about a new customer.

These are family-level questions. When you add a new customer to the family, these questions are not asked--the new customer receives the same answers as the other family members. When you add an existing customer to the family, if there are questions which have different answers for the family, and the existing customer, you must answer these questions again. The new answer applies to all family members.