How to create a Membership Type

By the end of this article you will be able to;

• Create a membership type
• Create the financials

Create the membership type

Navigate to  Configuration > membership and the Membership window appears, in the top screen fill in the relevant details.

• Code: free type the code
• Type: choose the type from the drop-down field
• Revenue: choose the revenue code from the drop-down field
• Description: free type the description 
• Attributes: choose if this is for Staff or a promotion
• POS payment:  choose the payment type that is to be used at the POS
• Colour: double click in this field to choose a colour that will appear on in-house statements
• Global field: choose from:
  •  Global: full membership that includes a loyalty card
  • Loyalty: just a loyalty card
  • Default loyalty: introductory loyalty card
• Revenue split: add the number of months that you need a paid-up front memberships revenue to be split up into for example 12 months.
• DD: free type the number of months that you wish to have the financials generated in advance for direct debits.
• Levy card: choose from the drop-down box either none or allow.
• Copy button: allows you to copy rate in case of new seasons, discounts, or membership.
• Review button:  under development.
• Statement button: under development

Creating the financials

On the left-hand side, by right-clicking and adding an entry add in the from and to dates when this membership will be valid for.

Paid upfront

In the paid-up front option window by right-clicking and adding an entry add in your revenue centre and the full paid up-front amount.

Choose from the drop-down the fee type, choosing from;

•  Standard: if this is a standard membership price,
•  Join: if this is a joining fee  
• Renew: if this is a renewal price

Free type the number of months you need the price to split into to be for, this will then calculate the price per month and year. Press save.

If you need additional costings right-click, add an entry and complete the steps above. For this example, we have added a joining fee and added the number 1 in the month column so that this is only charged on month 1.

Direct Debit

In the direct debit window by right-clicking, adding an entry add in your revenue centre and the monthly direct debit price. In fee type choose from the drop-down if this is standard, renew or joining fee type. Press save.

Discount tab: here by right-clicking and add an entry to add any outlets discounts that you wish this membership type to have on certain days and using the bottom window set certain time periods

Access tab: this section allows you by right-clicking and adding an entry to:

• Add in when the member can access the facility if using HART ACCESS feature.
• Excluded any classes in the classes excluded window.
• Link the Golf types to the membership if using HART Golf.

• Limits tab: here you can limit the amount of limits number of bookings per day.
• Points tab: Under development.
• Contents tab: under development.
• Types tab: this is where you configure the types for use in the membership type field.
• Reason: where you configure your reasons for use in the membership for reasons of termination and not joining.
• Activities: where you can configure activities for use in the membership.
• How heard: where you configure the how heard for use in the membership.
• Redemption:  under development

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