Creating Memberships in Advance
For some Clubs, their memberships may lapse during the playing season as they can be created for a fixed 12 month period, typically calendar year or financial, or flexible 12 months (12 months from the day of payment).
This guide allows clubs to ensure continuity of membership clubs by allocating memberships in advance and how to report on future memberships.
- Creating memberships in advance (future dating)
- Viewing the Member’s memberships
- Reporting on Memberships
- Step-by-step Guide
Creating memberships in advance (future dating)
As a Club Administrator, you will need to login under your Club Admin context and view the Membership > Members
Tick the boxes on the left-hand side of the relevant members who need the membership – you can select a single or multiple members as required .
Scroll to the top of the Active Members and click Add Membership
From the available Membership types that have been created, select the relevant membership type that is being applied – for more information on Memberships, Participation types and creating Membership, see our User Guide – Club Membership and Participation Type articles
Click on the Start Date and set the date for the New Membership. This MUST be AFTER the existing membership’s END DATE.
NOTE: If an existing membership that has overlapping dates with the Current and New, an error ‘x’ in RED will appear, prohibiting the membership from being added.
Once the dates are set, click Add. The Members who are having their memberships added will be shown below.
After the Membership is added, Members will highlight Green and have a tick
Viewing the Member’s memberships
To view the memberships, click on the applicable members’ name.
From here, you will be directed to their membership dashboard. When viewing the dashboard, click Membership.
All Memberships will be shown here, including the current and upcoming memberships. Once the current membership lapses, the created will become active.
Reporting on Memberships
To view and report on which members are current, expired and due to become active, the following steps will guide Club Administrators through these steps.
On the left-hand menu, under Membership, Click Reports.
Select the Club Memberships Report and click the Configure icon on the right-hand side.
This will open a sidebar menu on the right-hand side. Set the dropdown field to Effective From.
Click on On or After field and set the date to the Starting Date of your clubs new membership year.
Click the ‘X’ to remove the On or Before date – this is not required for the report
Click Download.
In the CSV file downloaded you will see all those members who have future dated memberships. Fields include, Effective From/To, Membership Type, Is Active, Member Details.
Step-by-step Guide
Step-by-step guide: How to Future Date Club Memberships
Memberships in Advance
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