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The membership section is further divided into members, groups & categories, certifications and transfers.

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For each member listed here you will be able to retrieve further information by clicking on their name"actions" on the right-hand site.

In the members list you will be able to see all members that are currently active. You will also be given some of their member details without clicking into their profile and you will be able to perform the following actions:

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  1. You will be able to click onto into the club members' name profile to retrieve additional information about this member. You can do that for each club the member is associated with. 
  2. You will be able to sort the list of members differently by clicking on the different column headers.
  3. You will be able to search for a particular member by name.
  4. You will be able to apply specific filters to only find members matching your search criteria. You will be able to filter the following parameters:
    1. Group/Member Groups
    2. Gender
    3. Category
    4. Financial To
    5. Member Since
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  5. You will be able to change the amount of rows displayed in your member table.
  6. You will be able to perform additional actions for individual members. Additional actions are:
    1. Manage Groups - You will be able to add or remove the selected user from member groups that have been created.
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    2. Manage Fee Packages - You will be able to add or remove fee packages for the selected member. Please be aware that fee packages need to be created first before they can be assigned (Check Finance section for more details).
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    3. Create Invoice - You will be able to create an invoice for the selected member if they have been assigned the required fee package (refer to the Finance section for more details).
    4. Archive Member - You will be able to archive a selected member.
  7. You will be able to bulk select all or a select group of members to perform additional actions. Additional actions are:
    1. Create invoice - You will be able to create and send bulk invoices if the selected members have been assigned the required fees.
    2. Add to Group - You will be able to add the selected members to a particular group that has already been created.

Pending Members

In the pending tab of your members list you will be able to see all members that are currently pending review. As per the active member list, you will be given some of their member details without clicking into their profile and you will be able to perform the following actions:

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  1. You will be able to click onto the club members' name to retrieve additional information about this member.
  2. You will be able to sort the list of members differently by clicking on the different column headers.
  3. You will be able to search for a particular member by name.
  4. You will be able to apply specific filters to only find members matching your search criteria. (This is the same as for the active members)
  5. You will be able to change the amount of rows displayed in your member table.
  6. You will be able to perform additional actions for individual members. Additional actions are:
    1. Approve Membership -  You will be able to approve the membership for the selected member.
    2. Deny Membership - You will be able to deny the membership for the selected member.
  7. You will be able to bulk select all or a select group of members to perform additional actions. Additional actions are:
    1. Approve Members - You will be able to bulk approve all pending members.

Archived Members

In the archived tab of your members list you will be able to see all members that are currently archived. As per the active and pending member lists, you will be given some of their member details without clicking into their profile and you will be able to perform the following actions:

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  1. You will be able to click onto the club members' name to retrieve additional information about this member.
  2. You will be able to sort the list of members differently by clicking on the different column headers.
  3. You will be able to search for a particular member by name.
  4. You will be able to apply specific filters to only find members matching your search criteria. (This is the same as for the active and pending members)
  5. You will be able to change the amount of rows displayed in your member table.
  6. You will be able to perform additional actions for individual members. Additional actions are:
    1. UnArchive Member - You will be able to unarchive the selected member and make them an active member of the club again.

Member - Detailed View

In the detailed view of a member you will be able to retrieve additional information about the member as well as being able to perform additional administrative actions.

The detailed member profile is divided into five sections (tabs) - activity, details, account, notes and fees.

This is the same for active, pending and archived members.

Activity

  1. The first tab is the Activity tab where you will be able to see any activity against a members' profile.
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Details

  1. The second tab is the Details tab where you will find most member information. You will also be able to perform the following actions:
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    1. Manage details - edit any of the key details for this member
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    2. Edit Category - add or remove a category for this member
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    3. Edit Membership - edit any of the members' membership information
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    4. Add to Group - you can add a member to a specific group and you will also be able to remove a member from a member group
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    5. Add Certification - you will be able to add a certification to the member
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    6. Add to Group - you will be able to add the member to an Email Campaign Channel and also remove that member for the assigned channel
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    7. Archive - here you will be able to archive a member

Account

  1. The third tab is the Account tab where you will be able to view all the invoices associated to this particular member. You will be able to find invoice information and perform the following actions:
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    1. You will be able to see any monies owing by this member
    2. You will be able to perform specific actions against an invoice for this member such as:
      1. Enter payment - If your club has received money from this member you will be able to record the receipt against the correct invoice
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      2. Send - If a new invoice has been created for this member but hasn't been sent yet you will be able to send this invoice.
      3. Download - You will be able to download the invoice
      4. Void - If an invoice is no longer required to be paid by a member you will be able to void the invoice here.
      5. View payments - If any payments have been entered against a particular invoice you will be able to see these records here and you will also be able to void an existing payment record.
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    3. You will be able to create a custom invoice should this be necessary. This will direct you to the finance section to finalise the creation of a custom invoice.

Notes

  1. The fourth tab is the Notes tab where you will be able to write and view notes as a quick way to track information about a member. You will be able to perform the following actions:
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    1. Add notes for a member
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    2. Archive existing notes that are no longer required. 
    3. View current notes and archived notes

Fees

  1. The last tab is the Fees tab where you will be able to see all allocated fees the member has to pay to the club. You will be able to perform the following actions:
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    1. Assign Fee - If you need to add any additional fees that are not already assigned to the member. Please note that fees need to be part of a fee package which needs to be created in the finance section first before they can get assigned to a member. (Please check the Finance section for further details)
    2. Remove Fee - If a member has fees assigned already you will be able to remove them by clicking the minus symbol next to the fee you want to remove.

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  1. select different pages of the table if members can't be captured on the first page.

Member - Club Profile Detailed View

In the detailed view of a member for a specific club you will be able to retrieve additional information about the member as well as being able to perform additional administrative actions.

The detailed member profile is divided into two sections (tabs) - activity and details

Activity

  1. The first tab is the Activity tab where you will be able to see any activity against a members' profile.
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Details

  1. The second tab is the Details tab where you will find most member information. You will also be able to perform the following actions:
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    1. Manage details - edit any of the key details for this member
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    2. Assign/Edit Category - add or remove a category for this member
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    3. Edit Membership - edit any of the members' membership information
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    4. Add to Group - you can add a member to a specific group and you will also be able to remove a member from a club member group
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    5. Add Certification - you will be able to add a certification to the member
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    6. Add to Group - you will be able to add the member to an Email Campaign Channel and also remove that member for the assigned channel.
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Groups - To be continued

When you are in the groups section you will be provided with a list of all the groups and categories you have already created for your club.

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In the manage section of certifications you will be able to approve, extend and revoke certifications you have permission to manage. If there are any certifications that require review by you they will be listed here.

Clubs

In the clubs section of BowlsLink you will be able to find all information related to your club and any other clubs you have the permission to see.

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In the voided tab of the listed invoices you will find all invoices that have been voided.

Fees

When you are in the fees section you will be provided with a list of all the different fee items related to your club.

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In the fee packages tab of your fees list you can group your club fees into packages that can be assigned to your members.

You will be able to see all the details for a fee package when it is listed here. You will also be able to perform the following actions:

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    1. Add Fee Item - Once you have created your fee package you will be able to assign all the required fees to it. You can do this here.
    2. Edit Package - If certain details for your current fee package need to be updated you can do this here.
    3. Remove Package - You can also remove a fee package should you no longer require it. Please be aware that fee packages can only be removed when they are not assigned to any of your members.

Fee Labels

In the fee labels tab of your fees list you can manage and edit the labels assigned to your club’s fee items.

You will be able to see all the details for a fee label when it is listed here. You will also be able to perform the following actions:

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    1. Edit Label -  If certain details for your current fee label need to be updated you can do this here.
    2. Delete Fee Label - You can also remove a fee label should you no longer require it. Please be aware that fee labels can only be removed when they are not assigned to any fees.