Adding new Membership Definitions and modifying existing ones begins on the The Membership List page. To add a new Membership Definition, click on Add New Membership Type from the Memberships submenu or the Add New Membership Type Button. To modify and existing Membership Type, simply click on it from the Membership List page and click the Edit button.
Prerequisites - Before adding a new Membership Definition, you should create Program/Membership Types, Fee Types and General Ledger Accounts that are appropriate for you organization. See Managing Custom Lists.
Assign it a Name (i.e. Summer 2013 Pool Membership), Membership Type and optionally, a Subtype and/or Custom Membership Code
Set the Membership Period. For things such as Rec Center Membership types, it may not have and end date and be considered Open. A seasonal Pool Membership would probably be set to Definitive Start and End Date.
Open (Ongoing) - Select this if the Membership is ongoing
Definitive Start and End Date - Select this for Memberships that are seasonal in nature (i.e. Beach Membership, Student Gym Membership)
Set the Begin Date and End Date
Set the Default Membership Duration - This determines what the default duration of the membership is when you enroll new Members. There are two components: a number and a time type component (Day(s), Week(s), Month(s) , Year(s)). As an example, if you set this to 6 Month(s) and a member enrolls on 2/1/2013, the initial start and end dates for their membership will be 2/1/2013 - 7/31/2013. This can be overridden.
If you would like the Membership to be available for Online Enrollment make sure the Online Enrollment and Show on Portal checkboxes are checked
If you would like Online Enrollment to only be available for specific window of time, enter an Enrollment Begin Date and/orEnrollment End Date. These dates only impact Online Enrollment. You will always be able to enroll individuals in-house (via RecDesk Director) at any time.
Enter a Description for the Membership Definition. The public will see the Description on the RecDesk Community portal.
Enter additional Notes (optional) for this Membership. The public will see the Notes on the RecDesk Community portal.
If you wish to include Notes on the enrolee's receipt, check Include Notes on Receipt.
You may optionally assign a GL Account code to this Membership
You may optionally assign a Sales Tax rate to this Membership
This section allows you to communicate what demographic this Membership is targeted towards. All attributes in this section are optional and are for informational purposes only (with the exception of Enrollment Maximum - see below)
If you enter a value into Enrollment Maximum, online enrollment will be cut off as soon as that limit is reached.
Fees - Up to 12 different fees may be assigned to a Program (Resident, Non-resident etc)
You can choose whether or not a Fee appears on the RecDesk Community portal side by simply checking or unchecking the Show Fee on Portal checkbox. You may opt to allow processing of scholarship or special rate fees by mail-in or in-house registrations only.
By default, 1 Member is allowed per membership. For things such as Group or Family Memberships, this may be overridden by entering the appropriate maximum number of Members in the Includes up to ___ person(s) text box.
You can optionally limit the number of visits by entering a number of Punches/Swipes Allowed.See Creating Punch Passes.