Subscriptions - Types

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...
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...
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 reg...
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 ...
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 curr...
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 admi...
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. T...
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 Su...
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 c...
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...
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 me...
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 me...
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 fro...
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 Subscrip...