Prepaid Memberships

Setting Up a Prepaid Membership

1. To get started, in the main Data Entry window click the Add button to add a new member.
2. In the View and Edit Customer window, click the Quick Configure button.
3. Select 1 Month Prepaid or Annual Prepaid.
4. In the Membership tab, the Prepaid membership payment option will be pre-selected and the starting and ending dates will be filled in (either a month or a year, depending on what you selected in Step 3).
5. To change the length of the prepaid membership, adjust the dates manually or click one of the preset buttons to add a week, month or year.
6. Click OK to finish.
   
   
   
   

Adding Additional Time to a Prepaid Membership

If a member with a prepaid membership wants to add additional time to their membership before it runs out you can easily do so on the customer profile’s Membership tab.

1. Look up the customer in the main Data Entry window and click Edit Customer.
2. Click the Membership tab.
3. Under Prepaid Membership Dates, click the Add a week, Add a month or Add a year button to add the appropriate amount of time.
4. Click Yes on the pop-up window to confirm.  
5. To add multiple units of time repeat step 3 until you’ve added the appropriate amount.
6. The new end date will be displayed on this screen and in the Data Entry window.
7. Click OK to finish.
   
   

Reactivating an Expired Prepaid Membership

If a member wants to add more time to an expired prepaid membership you can easily do so on the customer profile’s Membership tab.

1. Look up the customer in the main Data Entry window and click Edit Customer.
2. Click the Membership tab.
3. Under Prepaid Membership Dates, click the 1 Wk/Today, 1 Month/Today, or 1 Year/Today button to add the appropriate amount of time starting from today.
4. Click Yes on the pop up window to confirm, and then Yes again.   
5. To add additional time click the Add a week, Add a month, or Add a year button to add the appropriate amount of time.
6. The new end date will be displayed on this screen and in the Data Entry window.
7. Click OK to finish.