Members and memberships
Create and follow a membership
Connect a member to a package with clear dates and financial terms.
The tour highlights tools and explains them. You enter data and confirm any operation yourself after closing the tour.
Before you begin
The member and intended package must exist. Review any current or future membership before creating another.
How to do it
Select the member
Choose the intended member and verify their code and existing memberships. Avoid adding a second membership simply because the first is not visible under a filter.
Choose the package
Select the approved package. Review its price, duration and session allowance as shown by the form.
Check the dates
Set the start date and inspect the calculated end date. Check whether the membership should start now or in the future.
Review amounts and optional collection
Review discount, amount due and any payment schedule shown. Enter an initial payment only for actual money received, with its method and date.
Save and follow status
Save and review the membership in the list or member file. Use the available freeze, resume or cancellation actions only after reading their displayed effects.
Check the result
The member has the intended dates and amount due, and the membership's state matches the intended timing.
Useful guidance
A membership being created does not by itself prove full payment or successful attendance.