F104 - Memberships

Overview

Converting Prospects to Members
Signing up a New Member
Plan Details
Member Information
Checkout

Introduction

Memberships can be sorted into 3 types in terms of how they are created: Individual, Group, and Punch card.

An Individual Membership is a plan for a single member, can be recurring or prepaid and has term options.

A Punch Card Membership is always for a single member and can be recurring, or prepaid. To learn about Punch Cards, please click HERE.

A Group Membership is a group plan for 2 or more members who will be governed by terms and dates of the same plan. It can be prepaid or recurring and has options for terms and limits. These plans can be paid by a designated primary member or split among the members. To learn about Group Memberships, please click HERE.

Membership Plans must be created at the OE level to be sold. Because iGo360 allows different prices per location, once plans are made, price and tax rate must be edited at the Club Level in each location by employees who have the appropriate Security Profile. All other edits must be done at OE level. Note the warning messages about changing Membership details after the Membership has been sold.

Converting Prospects to Members

A prospect can be converted to member from the Prospect's Record. When converting, there are 2 choices, start a new individual plan CONVERT TO MEMBERSHIP or join an existing group plan ASSIGN TO EXISTING MEMBERSHIP. Below is how to convert a Prospect from the Prospect's Record as an individual member.

Go to the Prospects Record and click the Convert to Member button on the Prospects Relate Bar.
For an Individual Membership, click Convert to Membership.
Complete the Membership Sign up steps as directed HERE

Signing Up a New Member

On the Control Shortcuts, select Member > Sign Up
Step 1: choose the type of person you are signing up. For a new person not in your database, select New Member. You can signup a Prospect or give an employee a plan. For details on the Employee button click HERE. You can also Re-sign Terminated Member HERE.
After selecting, fill out the Agreement Details.

Plan Details

Agreement Type - Select Normal or Punch Card. This will alter what Plan Categories appear. See more about Punch Cards HERE.
Plan Category - Choose the category for the Membership. These are created at the OE tier.
Plan - Select the plan. Defaults will auto-fill other fields, which can be adjusted as needed.
Term - Determines how long the membership lasts. Some plans are recurring until canceled.
Start Date - Default is today. Can be set in future or backdated up to 14 days.
Next Payment Date - Automatically calculated based on billing frequency. Can be adjusted up to 2 years in future.
Payment Frequency - Set at OE level for the plan.
Enrollment Fee - Defaults from OE but may be adjusted within allowed limits.
Membership Dues - Set at OE level. Can be adjusted.
Dues at Sign up - Prorated amount due at signup. Can be adjusted or set to zero.

Additional Details

Sales Person - Defaults to logged-in user. May be changed depending on security profile.
Source - How the member found the club. Helps track marketing success.
Lead Generator - Employee who referred the member. Can be used for commission tracking.
Referred by - Existing member who referred the new one. Useful for referral rewards.
Language - Sets preferred language for receipts and welcome screen.

Once all information is entered, click Next.

Member Information

Fill all required fields marked by a Red Asterisk (*). Optional fields can be filled as needed.

Payment Method on File will be used to charge the member. Statement is not available at signup unless "On Account" is selected. Learn more about payment methods HERE.

Click Save and Checkout when finished.

NOTE: To create a Group Membership, click Save and Add Another. Continue HERE.