Packages

General Information

The name of the package as it will appear in select pages when selling or reporting on membership packages.

Though not required by the system, it is suggested this name be unique.

Required.

Description

• Open: This package will appear in the list of packages available to be sold. Active packages should be given a status of Open.

• Closed: This package will not appear in the list of packages available to be sold. Packages which are no longer offered for sale should be given a status of Closed.

• System-wide: Unique pass numbers will be automatically assigned by the system at the time a pass is sold.

• Prompt: A temporary pass number will be assigned at the time a pass if sold. When in Pass Production, the user will be prompted to enter a pass number. An agency using pre-printed barcode numbers would select the Prompt option to allow for entry of a pass number at the time of sale.

Financial Information

Tax Receipt

Tax Eligible

Checkbox

If the Tax Eligible check box is selected, payments made for the specified activity/membership package/Flexi Registration program are included in the Tax Receipt report.

If the Tax Eligible check box is not selected (default), payments made for the specified activity/membership package/Flexi Registration program are not included in the Tax Receipt report.

Deferred Revenue Settings

Enable Deferred Revenue?

Dropdown list

Select Yes to turn on deferred revenue for this particular membership package (overriding site or global deferred revenue settings).

Note: If deferred revenue is not activated globally, this option is hidden.

Revenue Deferral Period

Dropdown list

If you select Yearly:

• The system will use the fiscal year as an interval, similar to how it uses month, day, quarter, or week for the other selections.

• Revenue for the portion of inventory delivered in the current fiscal year is recognized immediately (at the time of the transaction) - just as though the site were using a straight cash-equals-revenue model - but with the following exception:

• Revenue for the portion of the inventory that is delivered in the next fiscal year is recognized on the first day of the relevant fiscal year.

If you select To Membership Pass Start Date, ACTIVE Net will recognize all revenue on the first meeting date of the program.

If you select To Membership Pass Start Date and Fiscal Year End, transactions within the current fiscal year will be recognized on the first meeting date of the program. The remaining amounts will be recognized on the first date of the next fiscal year.

Deferred Revenue GL Account

Dropdown list

Third Party Billing

Note:

• If the Front Desk Home > Customer > Specific Customer > Change Third Party Billing > Amount of Support section > % amount setting is configured for the customer account, the third party billing settings at the package level does not apply.
• per third party payer and % per package settings are displayed only when the Allow third party payer setting is enabled.

Checkbox

If members are eligible to receive third party billing payments for this package, select this option.

Numeric

When this membership package is sold or automatically renewed, the third party payer can only be charged an amount less than or equal to this fixed amount.

Numeric

When this membership package is sold or automatically renewed, the third party payer can only be charged an amount less than or equal to this percentage amount.

Subsidy

Checkbox

To allow the use of a subsidy for this package, select this checkbox.

Location, Dates and Times

Location

Expiration Information

Note: One of the four expiration options is required.

Radio button

Expire n days after issue

Renew for specific period annually

One-day pass

Make the package valid only for one day on the valid date selected by the customer.

Note: One-day passes cannot be renewed and are not eligible for advanced sales.

Renew for specific period annually

Advanced Sales Limitations

Option to hide the Number of Enrollment Periods Available section in the CUI and prohibit end users from purchasing multiple periods in advance.

• If this checkbox is selected, then end users can see the Number of Enrollment Periods Available section and purchase multiple periods of the membership package in advance.
• If this checkbox is unselected (when creating a new package, this checkbox is unselected by default), then the Number of Enrollment Periods Available section is hidden in the CUI and end users can only purchase or manually renew a single period. They are unable to purchase multiple periods of the membership package in advance.

Usage Restrictions

Days of Use Per Week

Numeric

The maximum number of times a package may be used in one 7-day period.

An entry in this field may work as a security feature for agencies that wish to manage misuse of passes through the transferring of a card from person to person.

If left at the default of 0, there is no restriction.

Expire Warning (days)

Numeric

The number of days before a package is set to expire when a warning will be sent to the member.

If left at the default of 0, there is no expiration warning.

Family Membership Package

Automatically Allocate to All Family Members / Select Family Members

Radio buttons

• To display only immediate family members for selection during the membership sale process, select this option.

• To display all family members for selection during the membership sale process, disable this option.

Member Restrictions

The minimum age (in years) of a customer for whom this pass is valid.

Customers must be at least this number of years old to purchase this package.

Customers must be less than this number of years old to purchase this package.

1. Click the underlined Alternate Key Type link to pop-up the Alternate Key Type List window.

2. Select one or more items to the Alternate Key Type list box or click the Add All Selected button for batch selection.

3. Click the Done button to finish the selection.

Click the Remove button to remove the selected items in the list box.

You can go to the Alternate Key Type page to learn more about the alternate key types.

1. Click the underlined Alternate Key Status link will pop-up the Alternate Key Status List window.

2. Select one or more items to the Alternate Key Status list box or click the Add All Selected button for batch selection.

3. Click the Done button to finish the selection.

Click the Remove button to remove the selected items in the list box.

You can go to the Alternate Key Status page to learn more about the alternate key status.

Notes:

• If multiple alternate key types and alternate key statuses are specified, customers who match at least one of the conditions will qualify for the membership.

• When purchasing a membership, if the customer is not with the specified alternate key type and alternate key status, a new override message will be shown. Only authorized staff with the profile: Front Desk: Registration/Daycare/Membership - Registration Override Authority can override the message to continue the transaction.

Text

Options

Option to display or hide this package on the customer (public access) site.

• Use Category Default (selected by default): the Hide on Internet? setting at the package level follows the Hide on Internet? setting at the package category level.
• Yes: the Hide on Internet? setting at the package level overrides the Hide on Internet? setting at the package category level. This membership package is hidden in the CUI.
• No: the Hide on Internet? setting at the package level overrides the Hide on Internet? setting at the package category level. This membership package is displayed in the CUI.

Hide from Online Search Results

Checkbox

Select this option to hide a membership package from search results and the membership list in the CUI/online.

Available as Prerequisite?

Checkbox

Select this option to allow this package to be used as a prerequisite for enrolling in other membership packages or activities.

This option also renders the records for asset data as ineligible for asset publication.

Print Receipt with each Scan?

Checkbox

If there is a receipt printer connected to the workstation, when customers scan their pass, a receipt is automatically printed (displaying membership privileges and expiration date).

Note: You can also configure this option for individual entry points.

• Allow refunds - cancel immediately: Refunds are allowed and the membership is canceled immediately.

• No refunds - cancel immediately: Membership is canceled immediately but no refunds are allowed.

• Allow refunds - cancel on expiration date: Refunds are allowed but the membership is only canceled on expiration date.

• No refunds - cancel on expiration date: No refunds are allowed and membership is only canceled on expiration date.

• One more renew period - cancel on expiration date: When staff cancels a membership, the membership package will first be renewed for one more renewal period. It will be canceled on the expiration date of that renewal period. Note: This option is only available if this membership is renewable.

• If there was no usage fee associated with the membership during the initial sale but during the transfer process there is a usage fee associated with the transfer out membership and the usage fee is same as the usage fee associated with the transfer in membership, then the known usage fee shall not apply.

• If there was a usage fee associated with the membership during the initial sale, but the usage fee was not charged, then during the transfer process, the usage fee associated with the transfer in membership shall not apply.

• If there was a usage fee associated with the membership during the initial sale, and if during the transfer process the usage fee associated with the transfer out membership is the same as the usage fee associated with the transfer in membership but the usage fee amount has been changed, then the usage fee shall be considered as paid and there will not be an additional charge or refund.

• If there was a usage fee associated with the membership during the initial sale, and if during the transfer process the usage fee associated with the transfer out membership is different from the usage fee associated with the transfer in membership, then the usage fee associated with the transfer in membership shall be considered as paid and not charged.

• If there was no usage fee associated with the membership during the initial sale, then the usage fee will not apply during the renewal process.

• If there was a usage fee associated with the membership during the initial sale but the usage fee was not charged at the time, then the usage fee will not apply during the renewal process.

• If there was a usage fee associated with the membership during the initial sale, and if the usage fee amount has been changed between the initial sale and the renewal process, then the difference shall not be charged or refunded.

Note: If the Apply New Usage Fee after Grace Period option is checked and the renewal is after the grace period, then the new amount shall apply.

• If there was a usage fee associated with the membership during the initial sale transaction and the usage fee has been changed to a different one between the initial sale and the renewal process, then the new usage fee shall be considered as paid and not charged.

Note: If the Apply New Usage Fee after Grace Period option is checked and the renewal is after the grace period, then the new usage fee shall apply.

Default: Don’t allow

In the Expiration Information section of the same page, only when “Valid Time Period after issue_”, is selected, all the options below are displayed, otherwise only “Don’t allow” is available.

• Don’t allow – the package does not allow automatic cancellation

• Allow in membership sale and membership admin – the automatic cancellation can be set and viewed on both the membership admin page and during the front desk membership sale/transfer.

• Allow in membership admin only – the automatic cancellation can only be set and viewed on the membership admin page.

Select this checkbox (seleced by default) to allow consumers in the CUI to view a detailed breakdown of the membership package’s fees.

Select this checkbox (seleced by default) to allow consumers in the CUI to view scholarship contributions in the above detailed breakdown of the membership package’s fees.

Selectable only if the above Show System-generated Price Online is selected.

Select this option to configure this membership package to undo punch-pass punches if the consumer withdraws from an enrollment.

Select:

• Use Category Default, to follow the setting for the membership package category (default setting) to determine whether to display the membership automatic renewal option to consumers when they purchase the membership package in the CUI.
• Yes, to override the setting for the membership package category and display the membership automatic renewal option to consumers when they purchase the membership package in the CUI.
• No, to override the setting for the membership package category and hide the membership automatic renewal option from consumers when they purchase the membership package in the CUI.

Entry Points

To remove an entry point from a package, highlight the name of the entry point under the right column (Selected Entry Points) and click the left-pointing arrow to return it to the left column (Available Entry Points).

Custom Question

Custom Question Groups

Available

Question

Groups

A list of all custom question groups that can be attached to the package.

A package may have multiple question groups and a question group may be attached to multiple packages.

To make a custom question group available for a package, highlight the name of the custom question group in the left column (Available Question Groups) and click on the right-pointing arrow to move it to the right column (Selected Question Groups).

Selected

Question

Groups

A list of custom question groups which can be attached to the package.

A package may have multiple question groups and a question group may be attached to multiple packages.

To remove a custom question group from a package, highlight the name of the custom question group under the right column (Selected Questions) and click on the left-pointing arrow to move it to the left column (Available Question Groups).

Move a selected custom question to the top of the list.

The group of questions on top will be asked first during registration.

Select a custom question group from the Selected Question Groups listbox then click the Move to top hyperlink.

Move a selected custom question group one position up on the list.

The group of questions are asked during registration from top to bottom.

Select a custom question group from the Selected Question Groups listbox then click the Move up one hyperlink.

Move a selected custom question group to the bottom of the list.

The bottom group of questions will be asked last during registration.

Select a custom question group from the Selected Question Groups listbox then click the Move to bottom hyperlink.

Move a selected custom question group one position down on the list.

The group of questions are asked during registration from top to bottom.

Select a custom question group from the Selected Question Groups listbox then click the Move down one hyperlink.

Individual Custom Questions

Available

Questions

List of individual custom questions in the system that have not been attached to the package.  

Individual custom questions are asked when a membership package is sold.

A package may have multiple questions and a question may be attached to multiple packages.

To attach an individual custom question to a package, highlight the individual custom question on the left column (Available Questions) and click the right-pointing arrow to move it to the right column (Selected Questions).

Selected

Questions

List of all individual custom questions that have been attached to the package.

These questions will be asked when the membership package is sold.

To remove an individual custom question from a package, highlight the individual custom question on the right column (Selected Questions) and click the left-pointing arrow to return it to the left column (Available Questions).

Option to move a selected individual custom question to the top of the list.

The question on top will be asked first during the membership sale transaction.

Select an individual custom question from the Selected Questions listbox then click the Move to top hyperlink.

Option to move a selected individual custom question one position up on the list.

The questions are asked during the membership sale transaction from top to bottom.

Select an individual custom question from the Selected Questions listbox then click the Move up one hyperlink.

Option to move a selected individual custom question to the bottom of the list.

The bottom question will be asked last during the membership sale transaction.

Select an individual custom question from the Selected Questions listbox then click the Move to bottom hyperlink.

Option to move a selected individual custom question one position down on the list.

The questions are asked during the membership sale transaction from top to bottom.

Select an individual custom question from the Selected Questions listbox then click the Move down one hyperlink.

Custom Questions for Membership Renewal

Select the Set questions for membership renewal only? checkbox to load a separate custom questions section for the manual membership renewal.  

Note:  This checkbox can only be enabled if the Renewable Membership? checkbox in the Option section is checked.

Commission Qualification

Select whether the transactions involving this membership package qualify for sales commission:

• Use Category Default - Use the same setting as the package category this package belongs to.

• Yes - Transactions involving the package qualify for sales commission (this overrides the package category setting).

• No - Transactions involving the package do not qualify for sales commission (this overrides the package category setting).

Active.com Search Channels

To specify the search channels on Active.com that will categorize this membership, choose one of the following:

• To select sub-channels for this membership within the default channels specified on the Package Category page:

1. Select Select Sub Channels under the Default Channels.

2. Select the sub-channels that you want to use for this membership.

• To select from all possible channels or sub-channels for this membership:

1. Select Override Default.

2. Select a channel for this membership from the Channel 1 list.

3. Select the sub-channels to use within this channel.

4. To add another channel, click Choose Another Channel.