Configure Membership Settings

This article will show you how to configure specific Membership Settings on an existing Membership Session. These settings include membership types, terms, fees, cards, and facility access.

Instructions

1. Log in to Recreation Management

2. Navigate to the Activities tab, and then select Activity List

3. Expand a Membership Activity

   Notes:

   • If you have not already, you must first create an Activity with the Membership activity type.

   • You can use the Filters to select the Activity Type Membership to help locate membership activities.
     

4. Edit an existing Membership Session

5. Navigate to the Advanced tab

6. Scroll down and configure/view Membership Settings

   • Allow Public Membership Cancellation: Check the box to allow memberships to be

   • Digital Membership Cards: Check the box to allow Digital Membership Cards for this Membership session

   • Digital Card Code Display: Select from barcode only, QR code only, or both to display on Digital Membership Cards

   • Membership Type: Choose Individual or Family

   • Membership Term: Choose how long the membership is (options range from 1 Day to a Calendar Year)

     Notes:

     • A membership term must be selected to avoid issues with prerequisites.

     • If you choose to Terminate Based on Schedule Tab, you will need to add a schedule for the membership. If no schedule is set, the membership will have no end date.

     • Auto-renew and auto-billing support vary by the Payment Gateway.

   • Recurring Fee: Create a recurring fee

     Note:

     Auto-renew and auto-billing support vary by the payment gateway.

     • Auto-Bill: Select to enable auto-billing

   • Billing Date: Choose a day of the month or the Date of Signup

     Note:

     This is the date of the month each payment gets drafted and is also the start date of the membership. Learn more on the Auto Billing Dates article.

   • Card Style: Select the template you wish to use for the membership

     Note: View our article Create a Membership Pass for more information.

   • Facility Access: Determine which facilities to associate with the Membership

   • Max Facility Scans: Add a maximum amount of scans per facility if using punch cards

   • Max Cards per Household: Add a maximum amount of cards per household

   • Trigger Gatekicker: When using a gatekicker device, this setting will cause the gatekicker to be triggered through the CivicRec tray app upon check-in.

   • Recognize Revenue: Click to enable

     Note: For memberships longer than one month, this setting will defer the revenue evenly across each month to be recognized. Deferred revenue code must be configured for this setting to take effect. When accrual accounting is used, revenue will still be recognized monthly, regardless of when balance payments are made.

7. Click Save Session