Open topic with navigation

Create or Edit a Membership

Complete the following procedure to establish or update a membership's name, terms, prices, discounts, and billing and expiration dates.

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. Complete the following procedures as needed to create or edit memberships:

   • Create a New Membership

     1. Click the Add button to display a new membership name window.

        

     2. Enter the name of the membership in the Membership field.

     3. Click the OK button to add the membership to the Membership Name list and display its Define/Edit Membership section.

     4. Continue with the procedure below.

   • Edit a Membership

     1. Click a membership in the Membership Name list to display its Define/Edit Membership section.

     2. Continue with the procedure below.

   

3. Enter/edit Membership information in the Define/Edit Membership and Recurring Information sections as appropriate.

   Note: Required fields and settings are displayed with red borders.

   Membership Name field	Edit the membership name as needed.
   Membership Terms field	Enter the membership's terms. The terms entered can serve as a description.
   Price field	Enter the membership's initial price. If a price is entered, this amount will be charged when the membership is purchased through the Register application. If no price is entered (or the price is set to zero), a member may be added through the Data Center application without an initial transaction.
   Additional Family Members Allowed field	Enter the number of group/family members that may be added to a member's membership.
   Length of Membership field	Enter the membership's length in months. If a never-ending membership is desired, enter "9999" in the field.
   No Expiration checkbox	Check the checkbox to have no expiration for the membership.
   Contract Expiration field	Enter the membership's contract expiration in months.
   Billing Start Date field	Enter the maximum number of days that can occur between a member's initial join date and the first billing date.
   Class Discount checkbox	Check to add a percentage discount on classes.
   Percentage Discount field	Enter the percentage discount in decimal form (e.g., .25).
   Firearm Rental Discount checkbox	Check to add a percentage discount on range firearm rentals.
   Percentage Discount field	Enter the percentage discount in decimal form (e.g., .25).
   Recurring checkbox	Check the checkbox to activate the fields in the Recurring Information section.
   Billing Cycle drop-down	Select the billing cycle's length (number of months) from the drop-down. Note: If a value has been entered in the Length of Membership field, the system determines the ways in which that value can be equally divided into groups of complete months and displays only those numbers in the drop-down. (For instance, a Length of Membership value of 12 could be divided into billing cycles of 1, 2, 3, 4, 6, or 12 months, while a value of 10 could be divided into 1, 2, 5, or 10 months.)
   Recurring Price	Enter the price to be automatically charged to the member's credit card for each billing cycle. If a recurring price is entered, the system will prompt for credit card information when a membership is purchased through the Register application and allow the operator to modify the recurring billing date if needed.

4. Click the Submitbutton to display a save confirmation window.

   

5. Click the OK button to close the window.
6. Complete the following procedures as needed:

   • Manage a Membership Incentive

     Note: A membership incentive is a member-only discount (either a percentage or dollar amount) on selected products. An incentive may be applied to individual products or to all products having a particular attribute/descriptor combination.

   • Manage a Membership Member List

     Note: A member list displays all current members of a membership and the details (name, ID, address, and birth date) for each.

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