Manually Adding a New Member Record
Login to the ClubZap admin portal
Go to Membership -> Membership Sales menu and select the package you wish to add your member against
Click on the Add Member Button
Select the Member type from the list
Fill in the Members information
If you need to add more in the family repeat step 3 and 4 and 5
If you need to record a cash amount you can include this also.
Add a note to comment on why your adding this payment - e.g.: Cash payment received at a match from this parent.
Click Continue to submit the record
Manually Adding a Member to an existing membership record
Login to the ClubZap admin portal
Go to Membership -> Membership Sales menu and search for the name who made the payment
Scroll to the bottom and click on Edit
Click on Add Another Member
Fill in the Members information
Click Continue to submit the record
Note: If adding a member onto an existing membership incurs an extra charge you will need to follow up manually with the member on this.
Manually removing a Member from an existing membership record
Login to the ClubZap admin portal
Go to Membership -> Membership Sales menu and search for the name who made the payment
Scroll to the bottom and click on Edit
Click on Remove Member
Click Continue to submit the record
Manually marking a pending_renewal member as Paid
When a new membership season is created all members form the previous season are moved from a status of Paid to a status of pending_renewal for the new season.
These members can renew their membership and will transition to a Subscribed (paying via instalments) or Paid status.
If a member pays cash or via cheque or needs to be marked as Paid you can manually transition them from a pending_renewal state to Paid cash as follows:
On the ClubZap Admin portal go to Membership -> Membership Sales
Search for the membership record and select Edit
Scroll to the bottom and enter an amount Paid and toggle the Manual Amount Complete option. Add a comment as a reference.
Note: If you do not toggle Manual Amount Complete it means more payments will need to be recorded at a later date.
