Transferred Member Records

Once a member is transferred to your organisation they will automatically be added to your Members Listing. This will allow you to view and edit the member record as you wish or need to. 

There are some areas that will be locked off from editing these are 

  •  Member Types
  •  Default Subscription Type 
  •  Financial Status
  •  Financial End Date 

These areas cannot be edited until your member is a Paid Financial member of your club or organisation. 

The member type and default subscription type do not carry over to the new club as the member types and available subscriptions may be different at this new club. Once a payment is made they are assigned the Member Type and Default Subscription type as dictated by the subscription choice. 

Once the member has paid for a membership with your club the Member Type and Default Subscription Type can be edited from within the member record