Introduction
Adding a club member to the system is one of the most frequently used functions in the PGM. This article will show you how to create a new member and assign the Payment Plan through the PGM to the Member Profile. In the second part of this article, you will learn how to create a guest account in the PGM.
- This article will help you to create a new member and guest account in the PGM.
- This article will be helpful to PG Champion, Club Manager, Administrator, Reception Manager and Front Desk Staff.
Instruction
How do I add a Member?
1. Go to the PGM -> Clients -> Club members.
2. Click on the Add member button.
3. Fill in all necessary information and click Next to proceed:
Personal information & Address
- Club - select the club you want to register a new member in.
- Name - enter the member's name.
- Second name - optional - enter the member's second name.
- Last name - enter the member's surname.
- Citizenship - optional - when applicable, enter the member's citizenship info.
- Sex - optional - when applicable, enter the member's sex.
- Document type - optional - enter the member's document, i.e. Personal ID, Passport, etc.
- Document number - optional - enter the member's document series and number.
- Document number issued date - optional date of issue of the document
- Document issued by - optional information who issued the document
- Date of birth - enter the member's date of birth.
- Street - optional - enter the member's address details.
- Postal code - optional - enter the member's address details.
- City - optional - enter the member's address details.
- Country - optional - enter the member's address details.
- Phone - optional - enter the member's contact details.
- E-mail - optional - enter the member's contact details.
- Doesn't have e-mail - tick this checkbox if the member has not provided any e-mail address.
- Preferred language - optional - add member`s preferred language.
For more information on preferred language go to this article.
It depends on the policy of your club, and how much information on the Member is entered into the system. The Member account will be created after entering the Club, Name, Last name, Date of birth in the first step, adding the Sign-up date, Start date and selecting the Payment Plan and at least one of the Payment methods. See this article for more information.
Sign-up date / Start date
- Select the dates from the calendar. Otherwise, the date in both fields will be set automatically to the current day.
Payment Plan selection
- Select one of the Payment Plans available in your club.
- Select Recurring payment day - if possible.
- By default, the recurring payment day will be set to the first day of the month. A given Payment plan can be set to allow for selecting the day of the month when the recurring payments will be charged. If it is so, you can set the date agreed with the member here. Only employees can set this date in the PGM and POSweb.
If you want this feature to be displayed, turn it on in PGM -> Settings -> General settings -> Membership -> Contracts with this setting: Contract.RecurringPaymentDayIsVisibleInContract.
- As an option, you can add free-of-charge or special price Start packages to the new Member’s account.
Payment Method
Choose one or several payment methods available for the Payment plan you have selected. It may be either:
- Direct Debit - enter the member's bank account number, which can be added through the online gate. Both Direct Debit and Bank cards allow for charging recurring payments.
- Bank Card - enter the member's credit card details, which can be added through the online gate. Both Direct Debit and Bank cards allow for charging recurring payments.
The system allows you to enter other member's details in the cardholder field. It may happen that a given member’s payment will be covered by another person. To do so, enter the cardholder’s data and confirm.
- Paid at Front Desk - cash, card.
If you would like to add another payment method to the member, go to this article.
Family / Guests
You can add Family members to your club Member profile and co-relate their Payment plans.
Set Photo
You can upload the member's photo by clicking on the Set the photo icon.
- Upload the file is done by dragging & dropping the image or picking the file from your computer. Alternatively, you can also take the photo by use of the camera on your computer.
Add more information
You can enter answers to several questions on your new club member, which are important to your company from the business/marketing point of view.
- How did you hear about us? - Select the appropriate channel.
- Why did you choose us? - Select the reason according to the member's preference.
- Method of contact - Select the most suitable method of contact for the member.
- Recommended by user - Select another club member's name to connect.
- Consultant - Select the name of the Sales Consultant who helped in acquiring of this member.
- Tags - Add Flags and Tags to the POSweb profile of this member.
Card number
You can add the member's card number here.
Note
You can add Notes here. Notes are a useful tool if you need to share short information related to a certain club member with other club employees using PGM or POSweb.
4. Click on the Add button to save all member's data in the system.
How do I add a Guest?
1. Go to the PGM -> Clients -> Club members.
2. Click on the Add guest button.
3. Fill in the information on the Guest
- Name - optional - enter the Guest's name.
- Last name - optional - enter the Guest's surname.
- E-mail - optional - enter the member's contact details.
Mind that the Guest account can be created after entering a chosen field only. See this article for more information. Adding other information about a Guest is optional and depends on the policy of your club. You can decide how much information about your Guests is entered into the system. However, we recommend entering at least the member's or guest's email and/or Name and Last Name.
4. Click on the Add button to confirm.