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Add a Member to a Membership Member List

Complete the following procedure to add a member (or group/family member, if applicable) to a membership.

Note: This procedure adds an existing customer to a membership. To add a new customer to a membership, Create a Customer Record for the new customer. Then return to this procedure and add the now-existing customer to the membership.

1. Navigate to the Define Memberships screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Memberships > Define Memberships from the main menu to display the Define Memberships screen.

   

2. Click a membership in the Membership Name list to display its Member List section.

   

3. Complete the following procedures as needed to add members to the membership list:

   • Add a Member

     1. Click the Add Members button in the Member List section to display the Customer Look-up window.

        Note: If this button is grayed out, a new member cannot be added to this membership through Data Center, but one may be added as a transaction through the Register application. Refer to Register a Member for a Membership for more information.

     2. If needed, complete either of these procedures to display only matching results on the Customer Look-up window:
        • Enter the customer's phone number in the Phone field.
        • Enter all or part of the customer’s last name in the Last Name field and press the Enter key.
     3. Double-click a customer name to add the customer as a member in the Member List section.
     4. Click the tab's Close button to close the screen.

   • Add a Group/Family Member

     1. Click a member name in the Member List section to display the member’s details record.

     2. Click the Add Family Member button to display the Customer Look-up window.

        Note: If this button is grayed out, this membership does not offer a group membership option.

     3. If needed, complete either of these procedures to display only matching results on the Customer Look-up window:
        • Enter the customer's phone number in the Phone field.
        • Enter all or part of the customer’s last name in the Last Name field and press the Enter key.

     4. Double-click a customer name to add the customer as a group member in the member’s Additional Members list.

     5. Click the tab's Close button to close the screen.