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.

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

Click on File, System Options, Global tab.

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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.

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

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