Member Page

Manual tasks related to members can be managed through the different tabs within each member’s page

• Accounts and Billing
  • Accounts
  • Billing
• Bookings
• Communication
• Details
• Memberships
• Side Menu
• Training
• Frequently Asked Questions

Accounts

Add payments, credit/debit notes, view statements and invoices.

• Go to Member Details > Accounts and Billing tab
  

  

  • Prepay - enable member to pay ahead for membership fees
  • Adjustment - make changes to a member’s account balance, including membership fees, discounts, refunds, late fees, or any other adjustments. Credit notes and debit notes are used to track changes made
  • Statement - select statement dates, with the option to email to the member
  • Invoices - view current and historic invoices associated with this member
  • Add Payment - process an in-person payment via Point of Sale

Next - Billing