Rejoining A Member
The screen diagram shows the essential information required to be captured for successfully ‘Rejoining A Member’.
Once a previous member decides to rejoin, the basis of a record should already exist, therefore the front page of the record, will only require changing the ‘Type’ from ‘Enquiry’ to ‘Member’ as shown below.
https://knowledge.stevemildner.com /wp-content/uploads/2010/12/screen-joining-a-member-address-page.zoom60.png” width=”568″ height=”391″ border=”0″ alt=”Screen Joining A Member – Address Page” style=”margin:0 auto;margin:0px;”/>
The Renewal’s page of the customer record is the most important to complete when rejoining a member as this page mainly contains the financial aspects of the membership.
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1.Ensure that a membership type is selected – You can get help finding a membership type category, by pressing ‘F1-Help’ when in the ‘M/Type’ box as shown above.2.Complete the ‘Direct Debit’ details. Required if using ‘Elite’ to generate a ‘BACS’ report, in order to collect the money from the named accounts, via the ‘Banks Automated Clearing System’. How can I ensure consistency in Bank Details?3.If the member is paying by direct debit, the ‘Direct Debit’ field must also be changed to a ‘Yes’ in order for their information to be merged into the ‘BACS Collection Report’.4.Ensure that all the correct charges for the specific member is applied to the record. For help in finding a particular subscription code click in the relevant box, and select help, using the ‘F1-Help’ function key.
https://knowledge.stevemildner.com /wp-content/uploads/2010/12/screen-joining-a-member-card-details-page.zoom60.png” width=”568″ height=”391″ border=”0″ alt=”Screen Joining A Member – Card Details Page” style=”margin:0 auto;margin:0px;”/>
On the card details page of the customer record, complete the information required to issue a membership card to the new member. In the majority of circumstances the ‘Card Number’ will consist of a six digit number – the issue date shown will be the date of issue, with the expiry date set to the same date in the year 2020 – Although the membership will renew either on a yearly or rolling basis, the card can be used continuously, ensure that the card ‘Status’ is set to ‘Valid’ in order for the card to be fully functional.