thankQ Help
1.On the Membership form, click the New button on the tool bar.
2.Enter the serial number of the contact for the contact purchasing the membership. Click the Pick List button to select the contact from a list.
3.If the membership is for the purchaser, that is the purchaser is buying the membership for themselves, ensure the Purchaser to Renew check box is checked. When they renew, the payment will be assigned to the purchaser contact record.
Conversely, if the purchaser is buying a gift membership for another person, uncheck the Purchaser to Renew check box. In the case of a gift membership, the member may not be responsible for paying for the next membership renewal.
4.If the membership is a gift click on the Pick List beside Reason and select the reason for the gift.
5.The For Serial No will default to the Purchaser Serial No. If the purchaser contact record and the membership contact record are different, enter the membership serial no. into the For Serial No text box. Click the Pick List button to select the contact from a list.
6.Select the Type, Sub-type, and Grade of membership from the Type, Sub-type and Grade drop down arrows.
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Each membership can have three different levels. A membership type, Sub-types and grade. |
7.Enter a start date for the membership into the First Start Date text field. Click the Pick List button to select the start date from a calendar. The First Start Date will determine the current period start and the Next Renewal date.
8.On the Period Type menu, select whether the membership is Period Rolling or Period Fixed.
Period Rolling |
the membership period rolls from year to year. When contacts sign up they sign up for the standard duration e.g. 12 months. The members can join at any time during the year and will pay for the full membership amount, regardless of their signup date. Choose Period Type as Period Rolling |
Period Fixed |
the membership period is a fixed period. When contacts sign up they sign up for the set period e.g. January to December, July to June. The membership fee is fixed regardless of when the member joins. Choose Period Type as Period Fixed |
Period Fixed Pro-Rata |
the membership period is a fixed period. When contacts sign up they sign up for the set period e.g. January to December, July to June. They pay a percentage of the full membership amount, depending on their signup date. For example, if the membership period is January to December and a contact signs up in April, they pay only 75% of the membership fee. Choose Period Type as Period Fixed. |
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If you are using Period Fixed Pro-Rata Calculations, your system administrator will need to set this option for you. |
9.Select the appropriate membership period the contact wants to sign up for from the Duration drop down menu.
10.Click in the tick box beside Automatic Renewal if the membership is to be automatically renewed
11.Select membership source and destinations codes for the membership type. This will have been previously set in the Membership Pricing module.
12.Select the Frequency from the drop down arrow
13.If a discount applies to the membership enter the amount into the Discount Amount field and a reason into the Discount Comment text area.
14.Check the Invoice To Serial Number. Is the purchaser being invoiced for the membership? If not, enter the correct serial number into the Invoice To Serial No field. Click the Pick List button to select the contact from a list. If this field cannot be seen, it has been hidden by way of lookup values.
15.Click the Ok button to create the membership.
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The membership amount is calculated on a pro rata basis if the period type is Period Fixed and the lookup value is set accordingly, otherwise the full amount is charged. The Paid Amount field will be populated once paid. |
16.If there are related contacts, you will be prompted to select the names of anyone else that will be included in the membership. Click in the relevant box(es) .
17.Click Select
The selected contacts can be found under the Linked Members tab.
