Club Membership Management

Club Manager

From within the Club Manager, you can search for a club which displays in the Search Results screen.

The result columns are described below.

Field	Description
ID	System assigned number. Click on link to open club details.
Name	Name of Club
Start	Date that club was set to start.
Status	Displays 1 if club is active, or 0 if club is inactive.
Action	Click on the X to deactivate the club.

Memberships

Under the Memberships tab, update any information specific the schedule, shipping information, duration, and ship dates.

Deliveries Tab

Enrollment is also tracked within the Deliveries tab of each Membership. The Deliveries view also tracks if you have assigned product to each delivery schedule date in under the Items Set? column. The Order Sent? column tracks if the orders for that schedule have been shipped.

Credit Card Re-Authorization

During the order generation phase, you may need to re-authorize credit cards for Club Memberships. There are two system settings that need to be populated and then you can use the steps below to manage any manual re-authorization. An automated re-authorization attempt will occur for all Club orders that are in "Club Credit Card Exception Status."

The system will verify the order is a Club Membership Delivery order (Originating Club Membership) AND that there is a balance due.
If the re-authorization is successful, the order moves into the club Ready to Process status, if not, the order remains in the Club Credit Card Exception status.
Reauthorization can be performed manually from each delivery/shipment date within the Club Manager > Deliveries screen using the Re-Authorize Declined Orders button .

Email Notification

There is an automated email that is sent to all customers who's credit card was declined during club order generation or credit card re-authorization. Templates (once created in Email & Document Template manager) can be selected from the Credit Card Declined Email Template drop-down in the Club Manager > Membership screen.

The email will only be sent automatically one time. Subsequent emails would need to be triggered manually via the Send Card Declined Notification button located in the Club Manager > Deliveries screen. All e mail correspondence is logged to the order.

Customer Manager

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.

The columns for the Club details are described below.

Column	Description
Club Name	Label for membership purchased.
Status	Displays current status of club.
Dates	Dates for club sign up and next delivery.
Deliveries Left	Count of remaining deliveries
Credit Card	Last four digits of credit assigned to club for recurring payments
Shipping Method	Assigned shipping method for club
Actions	Links to manage club details and actions: Edit, Suspend, Cancel, Log

Actions

The Club Actions are described below.

Edit

The Club edit screen allows updates to basic club membership details such as general data fields, addresses, and shipping options. Once any updates are made, click on the Save Membership button.

Suspend

Assign the appropriate dates and reason, and click on Suspend Membership to save.

Cancel

Select a cancellation reason and click on the Cancel Membership button. Cancel reasons can be added from the Setup > Technical Configuration > Club Membership Cancel Reasons table.

Log

The log links displays any actions taken against the club membership as reference.

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.