General Properties

Basic Programme Information

1. Start with the General section of the details.
2. Complete the relevant detail for a new programme then click on save or refresh.
3. The Programme Name needs to be short, descriptive, clear and easily searched. Some other screens have limited space for the description hence the need to be brief but descriptive.
4. Programme Group is chosen from drop box.
5. Price is for entering the price for a programme. The price for a weekly/monthly Automatic Payment based programme is the weekly/monthly amount. The correct period may not show until you have saved the Payments & Restrictions section for that programme.

Programme Termination

1. Programme Basis is chosen from drop box.

   Open Ended is where there is no set finish. eg APs that continue until the member says stop.

   Renewal Based Contract is where the programme has a fixed length at which time it needs renewing. eg a 12 month membership.

   Preset Date Programme is for classes etc where there is a specific beginning and end date. eg run from 1 Feb to 29 Feb 2009

   Concession is one where the length is until the concessions are used.

   Addon Programme enables an additional charge for an extra value added to a programme. eg nutrition instruction.

   Charge per visit. This will raise a charge each time the member presents card. eg a spin class. Might be preferred method instead of concessions for casual participants.

2. Period Length of Membership is used when a programme is for a fixed length but open starting date. eg. 3 month membership. The number will depend on whether Daily or Monthly has been chosen as length type in the next box. A contract for 1 year which involves weekly APs will have 12 months as the length. The weekly payment aspect will be entered in the Payments & Restrictions section. For Open Ended and Concession memberships the length will be left at 0.
3. Start Date is optional for entry. For an ongoing programme this will be the date the programme started running from.
4. End Date is required if there is a specific end date for that programme. ie you will cease running it.
5. Concession Limit is the number of concession visits allowed for a membership. eg 10 concession aerobics card. Leave blank for other membership types.

Payment by Installments

1. How Members Pay requires a choice from the drop box options. If Paid on Signup is chosen, the When and Delay boxes do not require completion.
2. When Members Pay defines the frequency of when a payment is required for the membership. The options are weekly, fortnightly 4 weekly, monthly or yearly. Other alternatives can be set up if required. This line is not completed if Paid on Signup has been chosen under How Members Pay.
3. Delay Before First Payment. For longer term memberships the choice would be Not Applicable, Paid on Signup. For APs and DDs or other regular payments there may be a delay between when a person joins and when the first payment is expected to be received. The first 2 weeks membership may be added to the join up fee and the AP begin being collected 2 weeks after that date. The Member's Account would begin being charged from that time. Choose the applicable period from the drop box. An option is to manually calculate on sign up.
4. Grace Days For Expiries is the number of days after a member's membership has expired before it will reject. eg you may want to allow 2 days for AP or Direct Debit to be entered.
5. Follow up Programme. If on the completion of one programme type, the member moves to a programme with different details, this function can be used to automatically open the new membership. You choose the programme to move to from the drop box. It will not work if the Charge Past Expiry function has been ticked in the original programme.
6. Signup Fee is where an initial charge is made for a member to first join up for that programme. It will then charge this to the member when they are first entered for this membership. You can alternatively leave this box empty and set up a separate joining fee programme membership. This is required for Renewal Based programmes where payment is made up front to avoid it being charged on each renewal.