Club Membership

Any subscription or membership program associated with this customer record is displayed here. For example, if this customer were enrolled in the Wine of the Month Club, the membership would display here. From the Customer Manager > Club Membership tab, the following information is stored for each purchased membership. This is also where a membership can be canceled or suspended based upon your program policy.

NOTE: Memberships are setup using the Club Manager located under the Products tab. See Club Membership for a detailed descriptions of Clubs

Data Field	Description
Club Membership Name	Label for membership purchased. Displays only clubs only that are active OR if it is the current club membership is selected.
Status	Identifies if membership is currently active.
Dates	Identifies dates history for joining and next deliveries.
Deliveries Left	Remaining number of shipments to be made.
Credit Card	The credit card on record for monthly payments (if that is the option selected for the membership).
Shipping Method	The drop-down list of shipping methods allows you to change the method used from what was originally selected upon club membership purchase.
Actions	Links to: edit membership detailsedit membership details (click for details) The Edit screen allows you to update address and shipping information. suspend the deliveriessuspend the deliveries (click for details) Enter suspension options here. cancel membershipcancel membership (click for details) Enter suspension options here. log of actions taken against membership. NOTE: Reason codes for suspend and cancel options can be entered from System Settings > Technical Configuration under the following tables: club membership cancel reasons club membership suspend reasons

Club Membership Search

The following can be used to assist customer searches for club membership participants from the Customer Manager.

Club Membership and Club search criteria to the Customer Manager multiple select fields.
Club Membership Status search criteria field with possible values of Active, Inactive or Any. Searching by status of Inactive will return any customers that were a member of a club, but have no active memberships. Searching by status of Active will return any customers that have an active club membership.