Medlemmar

The Members application is where all operations related to memberships can be configured and managed. The Members app integrates with the Sales and Accounting applications to sell and invoice memberships directly to customers.

Medlemskapsprodukter

To create a new membership product, navigate to Members app ‣ Configuration ‣ Membership Products, and click New to open a blank product form.

On the new product form, enter a name for the product in the field under Product Name. Use the two blank fields to the right of Membership Duration to set a date from which the membership becomes active. Finally, use the Membership Fee field to set the price at which the product is sold to customers.

The following optional fields can also be configured for each product:

• Internal Reference: Set an internal reference number for the product.

• Product Category: Set a category for the product.

• Company: Set the company inventory for the product to appear in.

• Active: Hide a product without removing it from inventory.

• Visible on current website: Make the product visible to customers on the current website.

• Description: Set an internal product description.

• Sales Description: Set a product description that is visible on quotations.

• Income Account: Use a different value than the default from the product category.

• Taxes: Set the default tax used when selling this product.

Observera

Medlemskapsprodukter kräver ett start- och slutdatum, eftersom de används för att fastställa medlemsstatus <sales/membership-status>`. Medlemsprodukter kan säljas före deras aktiva startdatum.

Medlemsprodukter kan läggas till på en försäljningsorder och faktureras som vanliga produkter eller prenumerationer.

Aktivera ett medlemskap

To activate a membership from the Contacts application, navigate to the Contacts app, and click on a contact to open that specific contact form.

From the contact form, open the Membership tab, and click Buy Membership.

Tips

To successfully buy a membership, both the Account Receivable and Account Payable lines must be configured for that contact. These can be found in the contact form’s Accounting tab, under the Accounting entries section.

I popup-fönstret Join Membership som visas väljer du ett Membership från rullgardinsmenyn. Konfigurera sedan ett Member Price.

Klicka på Fakturera medlemskap när båda fälten är ifyllda. Då visas sidan Membership Invoices, där fakturorna kan bekräftas och slutföras.

Alternativt kan du erbjuda ett gratis medlemskap genom att markera kryssrutan Free Member i fliken Membership i ett kontaktformulär.

Medlemskapets status

Current Membership Status visas på fliken Membership i varje kontaktpost:

• Non Member: en partner som inte har ansökt om medlemskap.

• Cancelled Member: en medlem som har sagt upp sitt medlemskap.

• Old Member: en medlem vars slutdatum för medlemskap har passerat.

• Waiting Member: en medlem som har ansökt om medlemskap, men vars faktura ännu inte har skapats.

• Invoiced Member: en medlem vars faktura har skapats, men inte betalats.

• Paid Member: en medlem som har betalat medlemsavgiften.

Publicera medlemskatalog

To publish a list of active members on the website, the Online Members Directory module must first be installed. After installing the module, add the /members page to the website’s menu by editing the website menu.

Publicera enskilda medlemmar

Navigate to CRM app ‣ Sales ‣ Customers, and click the Kanban card for a member. From the customer form that appears, click the Go to Website smart button at the top of the page to open the member’s webpage.

Klicka på Edit-knappen för att visa en sidofält med redigeringsverktyg. När du har gjort alla nödvändiga ändringar på sidan klickar du på Save. Längst upp på sidan, skjut reglaget Unpublished till det aktiva läget, Published.

Upprepa dessa steg för alla önskade medlemmar.