Member Page

Manual tasks related to members can be managed through the different tabs within each member’s page

• Accounts and Billing
• Bookings
• Communication
• Details
• Memberships
  • Member Holds
    • Settings
    • Manual Holds
    • Online Holds
      • Enable Member to Initiate Hold Online
      • Add Member Hold Online
    • Automated Holds
    • Mass Holds
  • Gift Time
  • Add Membership
• Side Menu
• Training
• Frequently Asked Questions

Enable Member to Initiate Hold Online

Default settings for all holds are configured within Advanced Configuration > Member Holds
See Holds Settings
Be sure to apply these settings first, before continuing to Member Portal specific Member Holds

Once settings complete, continue to enable online holds;

Go to Settings > Advanced Configuration > Member Portal Configuration

• Select Member Holds from the side bar
  

  

Configure the following options;

• Enable Membership Hold via Member Portal - Allow members to add hold / request hold to membership online.
  Does not include members who are owing; see last option below to allow members who are owing to add hold

  • N/A - no holds enabled online
  • Add Hold - allow members to add hold online
  • Request Hold - allow members to request hold

• Minimum Hold Notice Period - Select required notice period before membership hold can begin

• Minimum Time on Member-Added Hold - Define minimum time allowed per hold

• Maximum Time on Member-Added Hold - Define maximum time allowed per hold

• Hold Charge Type

  • Free - member pays no setup fee and no membership fees during hold
  • Setup Cost - member pays a one-off fee for setup, with no ongoing fees during hold
    • Set Hold charge type fee
  • Ongoing Fee - member pays ongoing fee which is altered from usual fee
    • Set Hold charge type fee

• Enable Membership Hold via Member Portal When Member is Owing - Allow members who is owing to add hold / request hold to membership online

• Save

Next - Add Member Hold Online