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This is not the information for the membership panel. This needs to be updated still. |
The kiosk customer screen has a section showing membership information for the selected customer. It offers users immediate membership details including type, valid dates, plan members and offers users options such as renewing or adding additional members.
Step-by-step guide
Need to complete the details of this article as the rest of the data was copied over…
customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
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Week - shows all building entries in the past 7 days.
Month - shows all building entries >= today - 1 month.
Year - shows all building entries >= today - 1 year.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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If the customer entry history needs to be printed or saved users should use the report in Community Connect Office called the "Building Entry Listing" report. |
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Plan Information
The panel on the right side of a customer’s record shows their membership information.
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Here, the user can see what type of membership the customer has.
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If the customer has never had a membership plan, this panel gives the user the ability to add a membership for the customer.
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The user must have Sales permission to add a membership plan, as clicking the “+” button will redirect them to the sales module. |
The membership panel also shows whether the plan is an individual or a multi-member plan.
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There is a label that shows if the plan is current, starting in the future, or expired.
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Expired memberships will show here until a more current, active membership takes its place. |
For current or expired plans, there is a change membership button, so the user can easily cancel or renew the membership or change to a different membership plan entirely.
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The user must have Sales permission to use the renew button, as clicking it will redirect them to the sales module. |
The start and end dates and number of members associated with the plan are shown below the heading of the membership panel.
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The other family members associated with the plan are listed below.
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Note: Users can click one of these members to jump to their customer record.
Adding Plan Members
If the customer is on a multi-member plan then under the list of family members there will be a modify button. This is how users can add and remove family members from the plan.
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When “Modify” is clicked, the user sees a Plan Members Dialog, where the changes are made.
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The primary member is shown at the top, and cannot be removed. |
Members can be added using the “+” button.
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Members can be removed from the plan by clicking the “x” to the right of the member’s name.
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When a member is removed, the user will see a removal confirmation.
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If changes have been made to the Plan Members dialog and the user clicks cancel, they will see a confirmation that they want to cancel their changes.
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