The post Renewing a Company’s Membership appeared first on MiBase New Zealand.
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Go to Member -> Company and find the company you wish to renew in the Company List and click the purple Edit button alongside it.
You will be taken to the Editing Company page. To the right of the page, you will see an orange Renew Member button, click that and the membership automatically renews based on the current information listed for that member.
A Success message will appear with the membership fee amount, new expiry date and the button Send Renew Membership Email if this option has been set up in your system.
Follow this link Membership Renewal email if you would like to see how.
Clicking OK will take you back to the company’s detail page.
Clicking Send Renew Membership Email will take you to the send email page. Scroll down to the bottom you will see the button Send Renew Email, click that to send the email.
The membership fee amount added will be seen on the company’s payment page. To see this click the Payment button in the top menu. You will see the fee added and the account balance will adjust accordingly.
If you go back to the Editing Company page, you will see under Other info, the new expiry date field will have updated.
If a company wants to change its membership type, this will need to be updated first and saved before renewing the membership. The reason being is when the renewal membership fee is added, it will add the old membership type and not the new. If this does happen, however, it can be manually changed on the Payments page by clicking the green Edit button next to the payment.
To change the membership type simply go to the Editing Company page, the second field is the Membership Type, select from the dropdown menu.
Click Save Company.
A green Success message will appear. Clicking OK will take you to the Company Detail page.
Click the pink Edit button and then the Renew Member button.
If your toy library is using the Members Website, you can also set up the option of allowing your members to renew their own membership when it expires.
To do this go to Setup -> Members and type in online_renew in the Name search box. Change the setting to Yes if you would like members to be able to renew their own membership by clicking the Edit button and making the change.
Once this is done, when the membership is due to expire in a month or has expired, the company will see on their Home page, once they have logged in, a red Renew Now button under their details.
Clicking this button automatically renews their membership and displays the membership fee added to their account and the new expiry date. Clicking OK will take them back to their Home page.
If they click on the Transactions tab, they will see the fee added to their account.
The fee will also appear on their Payments page on the admin website.
Note: a company cannot change its membership type. If they would like to do that they will need to contact you, the admin.
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]]>The post How to renew a resigned member looking to rejoin appeared first on MiBase New Zealand.
]]>When a membership expires and they choose not to renew it, their details are saved within MiBaseNZ but in the Members Expired page. As mentioned in the Members Expired article, you can decide how long you want your members to stay in the expired list before being moved to the Not Active list.
If you know for certain a member is no longer returning you can also manually resign them and move their details into the Not Active list by editing their detail page and changing their status to resigned.
Now, what happens when a resigned or not active member returns to your library and would like to become a member again?
The good news is they are already in the system so there is no need to create a new member ID for them.
This is what you do:
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]]>The post How important is the Membership Page appeared first on MiBase New Zealand.
]]>The reason being is that this is where the membership fee, the type of membership, the loan period, the maximum amount of toys members can have, the length of the membership, and the length of toy hire are all commanded from this page.
This page must be completed before you start adding in all your members and acquiring new ones.
To check all your memberships, go to Member -> Membership
Then check all info in the list, if you have any.
The Rent field on the page is very important as it commands the rent cost when admin loans or renews a toy. If a specific membership has Free rent, the system will not charge any rent for loans or toy renewals. The initial cost comes from the TOY. If the toy has a $1.00 rent on the toy detail page the cost of rent will change as per the different types of membership. For example, the membership with Double will be charged $2.00 for this toy or the membership with Half will be charged $0.50.
The Return field is very important for two reasons.
If you are not using some of the memberships you can delete them. If you only have some members that are actually using the membership and you would like to move them, you can do this using 2 different ways:
When you are deleting a membership type, an Are you sure! message will appear. This prevents anyone from accidentally deleting a membership. Click OK if this is what you want to do.
Follow the article, Create a new membership, if you need to add a new one.
Follow the article, Creating Payment options, if you need to speed up your payment system.
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]]>The post Create a New Membership appeared first on MiBase New Zealand.
]]>To start adding in your different types of memberships, go to Member -> Membership
Then click Add New
A lot of information needs to be added on this page so read and add carefully as they are all important.
Once all data is filled in, click Save. You will see the Success message appear or an Error message if there is a problem.
Click OK and it will take you back to the Membership List page. After creating a new membership it would be great to create a specific Payment Option for each membership type. To do this, look at the article Creating Payment Options.
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]]>The post Renewing a Membership appeared first on MiBase New Zealand.
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Click Members List in the second menu, find the member you wish to renew and click the pink Edit button alongside it.
You will be taken to the Editing Member page. To the right of the page, you will see an orange Renew Member button above the heading Important Data, click that and the membership automatically renews based on the current information listed for that member.
A Success message will appear with the membership fee amount, new expiry date and the button Send Renew Membership Email if this option has been set up in your system.
Follow this link Membership Renewal email if you would like to see how.
Clicking OK will take you back to the member’s detail page.
Clicking Send Renew Membership Email will take you to the send email page. Scroll down to the bottom you will see the button Send Renew Email, click that to send the email.
The membership fee amount added will be seen in the member’s payment page. To see this click the Payment button in the top menu. You will see the fee added and the account balance will adjust accordingly.
If you go back to the Editing Member page, you will see in the Important Data box, the new expiry date field will have updated. This expiry date will adjust according to the membership type but also according to the setting expire_from_now.
This setting calculates the new expiry date based on either, the day the membership is renewed or the day the membership expired.
This setting was created due to members renewing after the membership expired but the system calculated the new membership period based on when it expired which meant members would miss out on using part of their membership. If this happened admin would have to manually update the dates so the membership started on the day it was renewed.
With this setting, you have the option of when the new membership dates can start.
To change this setting go to Setup -> Administration and search for the setting expire_from_now.
If you choose No, the new expiry date will update (according to the membership type) from the old expiry date regardless of when you renew.
If you choose Yes, the new expiry date will be calculated from the day you renew.
If you renew BEFORE the membership expires, the new expiry date will update from the old expiry date.
If you renew AFTER the membership expires, the new expiry date will be calculated from that day.
If a member wants to change their membership type, this will need to be updated first and saved before renewing the membership. The reason being is when the renewal membership fee is added, it will add the old membership type and not the new. If this does happen, however, it can be manually changed in the Payments page by clicking the green Edit button next to the payment.
To change the membership type simply go to the Editing Member page, go to the Important Data section, scroll down till you see the heading Membership Type, and select from the dropdown menu.
Click Save Member.
A green Success message will appear. Clicking OK will take you to the Member Detail page. Click the pink Edit button and then the Renew Member button.
If your toy library is using the Members Website, you can also set up the option of allowing your members to renew their own membership when it expires.
To do this go to Setup -> Members and type in online_renew in the Name search box. Change the setting to Yes if you would like members to be able to renew their own membership by clicking the Edit button and making the change.
Once this is done, when a membership is due to expire in a month or has expired, the member will see in their Home page, once they have logged in, a red Renew Now button under their details.
Clicking this button automatically renews their membership and displays the membership fee added to their account and the new expiry date. Clicking OK will take them back to their Home page.
If they click on the Transactions tab, they will see the fee added to their account.
The fee will also appear on their Payments page in the admin website.
Note: a member cannot change their membership type. If they would like to do that they will need to contact you, the admin.
The post Renewing a Membership appeared first on MiBase New Zealand.
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