Memberships

Memberships

You can make a client a member and run a report when the membership is expired.


Open the client card, Contract tab.


Check the box for Member and put an expiration date.



Memberships


You can turn on a warning message to alert staff if the client's membership is expired. 

Click on File, System Options, Global tab.

Check the box for 'Do member expiry check' and hit the OK button.



You will get a popup message if making an appointment for that client.




To run the report, click on Reports, Lists, Membership Expiration.



Membership



You can also email by memberships.  Click here for instructions.