Articles
Introducing Subscription Types
Quick Steps: Subscriptions > Subscription Types
Subscription Types define the Payment Category that applies to the member. They allow the organization to determine the prices for members based upon the age group they sit in or the benefits th...
Adding a Subscription Type
Quick Steps: Subscriptions > Subscription Types > Add
Subscription Types define the Payment Category that applies to the member. They allow the organization to determine the prices for members based upon the age group they sit in or the benef...
Editing a Subscription Type
Quick Steps: Subscriptions > Subscriptions Types > Edit
It is easy to make changes to a Subscription Type through the Management Console. You can make changes to any field within the Subscription Type and it will take effect for any registrat...
Copying a Subscription Type
Quick Steps: Subscriptions > Subscription Types > Copy
A Subscription Type can be copied, if the information is similar to the new Subscription Type you wish to add to the system. This allows you to copy over all the information in the origin...
Setting a Subscription Type Online
Quick Steps: Subscriptions > Subscription Types > Edit > Include Subscription in Member's Portal = Yes > Save
There may be times when you need to take certain Subscription Types off of the front end Portal as they are not currently available,...
Ordering Subscription Types
Quick Steps: Subscriptions > Subscription Types > Edit > Other Options > Order
Order allows organisations to determine the order in which their Subscription Types display on the front end portal for members. This allows administrators to set...
Creating an Instalment Schedule
Quick Steps: Subscriptions > Subscription Types > Edit > Schedule
Once Instalments has been added for your organisation, you then need to create Instalment Schedules on the Subscription Types that you wish to offer Instalments for. This is al...
Rolling over a Subscription Type
Quick Steps: Subscriptions > Subscription Types > Edit
Getting a Subscription Type ready for your new season, requires a few updates within the Management Console. Updating the Financial End Date, Age Validations and Pricing for each Subscrip...
Customising Transaction Receipts
Quick Steps: Subscriptions > Subscription Types > Edit > Receipt
Customised Receipts allow you to add your organisation's branding and information into the receipts that your members receive upon payment. This allows you to add custom colours...
Setting up Parent/Guardian Approval
Quick Steps: Subscriptions > Subscription Types > Edit > Declaration
For Subscription Types that are for those Under 18, your organisation may need to set a Parent/Guardian Approval. This works as a digital signature confirming their approval...
Setting up Auto Reminders
Quick Steps: Subscriptions > Subscription Types > Edit > Auto Reminder
Auto Reminders allow your members to be sent an email when their membership is close to expiring. It allows you to remind members that they need to renew their membership ...
Distributing Subscription Types
Quick Steps: Subscriptions > Subscription Types > Distribute
Distributing a Subscription Type from Tier 1 or 2 to those organisations that sit below you enables an organisation to define Subscription Types that are available to their member o...
Exporting Subscription Types
Quick Steps: Subscriptions > Subscription Types > Export
Exporting Subscription Types allows you to view a list of the key details of each of your Subscription Types easily.
1. Within the Management Console, select Subscriptions from the ...
Archiving Subscription Types
Quick Steps: Subscriptions > Subscription Types > Edit > Other Options > Archive
Sometimes you'll have Subscription Types that are no longer valid for members. To avoid errors in Member Profiles, you can Archive these Subscription Types so th...