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Support tools - Change club opening date for pre-sale clubs

Updated

Introduction

This article is for clients who need to change the start date of contract from a new club to a date in the future. 

  • This article shows how to change the start date from a new club to a future date.
  • This article will be helpful to PG Champion, Club Manager, and System Administrator.

This report is not designed to change the start dates of enrollments within the Course/Groups module. This is also not designed for members who are using the User Home Club transfer function within PGM. 

Before you start 

To access this report, please contact support as it will need to be made visible to your site first. Once this is done please add the following employee permissions to the suitable employee roles Report/Custom/ReportsCustomSupportToolsChangeClubOpenDate. Go to PGM -> Clubs -> Employee permissions.

  • Reports
    • Custom
      • ReportsCustomSupportToolsChangeClubOpenDate

Instruction

Before starting this process, the club's opening date will need to change. Go to PGM -> Clubs -> List of clubs and change the club open date.

1. To access the report, go to PGM->Reports->All.

2. Find the Support tools template - Change pre-sale contract start dates report by either using the search filter or selecting the Custom tab.

3. This will display the filters that can be used to generate the report:

  • Club - select which club/s this report will generate.

4. Press XLSX to generate the report.

System tools

1. To upload the document, go to PGM -> Settings -> Support Tools.

2. Select Migration tab.

3. Drag your excel report file to the upload area, or press Choose a file and find the file in the folder your report was downloaded to.

4. Press upload to upload this file.

5. Press Validate file, this will display a pop up with additional options.

6. Select Validate Mass Changes. This will validate the spreadsheet uploaded and download a report with the verified details. Open the Excel document.

If your heading on the top row is green, then you can proceed. If there is an error, please delete the rows and re-upload the document, then validate file again.

7. Press the additional option on the right of the file in support tools and press Migrate Mass changes. This will now start the process to upload all of the users with notes.

Hints

This report is only designed if you are postponing the start date of the new club. For any other changes or if you wish to change course/group contracts. please contact support using Get Support.

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