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Setting Up a Simple Membership

This lesson will show you how to set up a Simple Membership. Simple Memberships do not create any invoices or handle billing. It simply labels the client as a member. It is commonly used if you are not tracking membership billing through EZFacility or give free memberships, but still want to track who is a member. (See How to Sell a Membership Contract if you are going to be billing memberships through EZFacility)

Clients

Click on the Clients link.

Select a Client

Select a Client

1. Search for your client or create a New Client

2. Click on the first or last name of the client

Membership Details

Membership Details

In the Membership # text-box you can enter a unique number for that client. (Customers don’t have to be a member to have a membership number.)

You can manually enter a number or you can have the system generate a number for you by clicking on the Generate link.

If you have purchased custom printed key tags and a bar code scanner, you will want to enter the membership number associated with a specific key tag. To do that, simply put the cursor in the Membership # text-box and scan the key tag. The number associated with that key tag will appear. Click Here to purchase a recommended bar code scanner and key tags.

New Contract: This is only used for Advanced Memberships (See How to Sell a Membership Contract)

Membership Type: Use the drop-down menu to select a membership type.

Start: select the Start Date for the membership

Expiration: Select the End Date for the membership.

Membership Fee: Enter a membership fee (This is optional and will not bill the client or create an invoice. This would just be for your records.)

Initiation Fee: Enter an Initiation fee (This is optional and will not bill the client or create an invoice. This would just be for your records.)

Pmt Details: You can enter Payment Details (This is optional. This would just be for your records.)

Notes: You can enter notes to be associated with this membership (This is optional)

Click on the Update button

Note: With Simple Memberships, you cannot charge customers for their membership through the EZFacility TMS/TCMS software. Simple Memberships are only meant for companies whom give their customers free memberships. If you want to invoice your customers for their memberships see How to Sell a Membership Contract

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