Member Page

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

• Accounts and Billing
• Bookings
• Communication
• Details
• Memberships
  • Member Holds
    • Settings
    • Manual Holds
    • Online Holds
    • Automated Holds
    • Mass Holds
  • Gift Time
  • Add Membership to Member
• Side Menu
• Training
• Frequently Asked Questions

Settings

Default settings for member and staff initiated holds are configured within Advanced Configuration.
These apply to;

• Manual Holds
• Online Holds (additional settings required))

Go to Settings > Advanced Configuration

• Select Member Holds from the side bar
  

  

Configure the following options;

• Default Hold Type - this is the default selection. When adding hold manually, staff can alter this selection.
  • Free - member pays no setup fee and no membership fees during hold
  • Setup Cost - member pays a one-off fee for setup, with no ongoing fees during hold
    • Set up Default Setup Cost for Holds as below
  • Ongoing Fee - member pays ongoing fee which is altered from usual fee
    • Set up Default Ongoing Fee for Holds as below
    • Not available while Disable Billing During Holds is checked
  • Continue Regular Billing - member continues to pay full amount during hold
    • Not available while Disable Billing During Holds is checked
• Default Ongoing Fee for Holds - define ongoing fee
  • Applies only when hold type is set to Ongoing Fee
• Default Setup Cost for Holds - define setup fee
  • Applies only when hold type is set to Setup Cost
• Cancel Bookings During Hold - All upcoming bookings within hold period will automatically be selected for cancellation
• Disable Billing During Hold - Charges will not be generated during hold. Note that existing unpaid charges will still be billed during hold period
• Disable Benefit Generation During Hold - Disable automatic generation and rollover of benefits while member is on hold
  • This will not affect benefits with unlimited uses
• Disable Unlimited Benefits During Hold - Disable benefit usage for unlimited benefits while member is on hold
  • This will not affect benefits with limited uses
• Yearly Hold Limit Length - Total amount of time a member is allowed to be ‘on hold’ per year, based on their join date.
  • This affects both holds added by the member and by staff
• Yearly Hold Limit count - Total number of times a member is allowed to be ‘on hold’ per year, based on their join date.
  • This affects both holds added by the member and by staff

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Next - Manual Holds