Platform/Product/Module:	ClubSpark – Contacts
Function:	Applying memberships to contact records

 

After you’ve created membership packages, club administrators have the ability to add membership packages to the club’s contacts and provide them with an ‘active’ member status.

 

1.

Head to Contacts in the admin area and use the filters to locate the contact you want to add a membership to, then click on the contact record to open the profile of the contact.

 

 

2.

In the contact’s profile, select the Membership tab and then click ‘+Add Membership’
You will see a list of active memberships at your club from which you can select the one to be assigned to the contact.

 

 

3.

A new window will open where you can enter the relevant Member Info and specify if the contact is a new member to the club or an existing member.

 

 

Click Save once you’re done.

 

4.

Once the membership package has been applied to the contact, this will take you straight to the membership module where you” need to set the membership status of the contact to ‘Active’. This will ensure membership benefits can be received for bookings.

To do this, simply click on the ‘Status’ drop down menu and select ‘Active’.

 

 

Note:
In case you need to delete the membership, this is where you should do it. To do this simply click the Delete membership button in the top right corner (⚠️ please not that there needs to be no missing payments attached to it, no transaction left and the membership Status must be updated to Cancelled)

 

 

Once a membership has been added to the contact, he/she will receive the appropriate court hire rates as an active member.

 

 

Need more help?

Contact Customer Support on 1800 752 983 or email [email protected]