Pull up the member's information page by typing in their Last, First Name and clicking on the Member.

On the left of the page, check to see if the members being added are listed on the account.

Launch Site
YMCA of the North Shore
Membership 
Programs 
Child Care 
Fundraising 
Finance 
Appointments 
Membership » Membership Information
Shelby McKie at (04) Lynch/van Otterloo YMCA
Adult Membership 157456175
  SETTINGS   RECORDS   RECENT   FINANCIAL 
 Glen T. Macleod Cape Ann YMCA
 Active for 4 days
 $63.00 monthly on the 15th
 VISA (ending in 1111, expires 12/2030)
 Next Process is September 2023
Unscheduled
$0.00
 
Balance Due
$0.00
George Clooney Primary
62 years
5/6/1961
"Mr. Clooney"
 Active Adult (M)
Alexander Clooney
6 years
1/1/2017
 Inactive Youth (U)
Ella Clooney
6 years
1/1/2017
 Inactive Youth (F)
 ADD MEMBER
 CHECK IN
ACTIONS 
Take Photo
George Clooney 157456175-01
"Mr. Clooney"
 Active for 4 days
 Hasn't checked in for the past 18 months
 100 Test St Gloucester, MA 01930 US
 15745617501   (978) 999-8888   george.clooney@test.com 
Notes 0
Registrations
Member Info
Appointments
 Add Note
It's been pretty quiet for this member.

If they want to add a member not already listed, click on the "Add Member" button.

The system will alert you that you are adding this person as an inactive member, as the current package cannot include more members until it is upgraded. Proceed by clicking the "Add Member" button.

Fill in all of the required information to add the new member.

Be sure to click through the Member Info, Contact Info and Member Engagement tabs to fill in all required information.

Once complete, click Save at the bottom of the page.

Once all member units are added to the account, you may upgrade to the new membership package! Start by clicking the Edit pencil next to the YMCA branch, located under the Membership Type.

Click on the Membership Type dropdown menu to select the new package type.

1 Adult Family
1 Adult Family (TE)
2 Adult Family
2 Adult Family (TE)
2 Adults
2 Adults (TE)
3 Adult Family
3 Adults
Adult
Adult (TE)
Group Membership 4 Pack
Senior
Senior Couple
Teen
Young Adult
Youth
Youth (TE)
Youth Childcare Annual

If needed, mark the new members as "Active" by using the New Status dropdown menu next to each new add.

Once arrive at the Membership Dues Setup page, you may review the billing method and next process date with the member. We will not charge anything to process an upgrade - the new fee will apply with the next billing cycle. The upgrade is now complete.

Billing Method	
VISA (ending in 1111, expires 12/2030)
Invoice
 ADD 

Draft Day	
1st
15th
 Next Draft Date: 9/15/2023
Billing Cycle	
Monthly
Annual
 
 Auto-Renew

Next Process Date	
09/01/2023 
Total Monthly Dues
$112.00
Membership
ADD DISCOUNT GROUP


Full Rate
Add Adjustment
$112.00	
Add-ons
NEW ADD-ON

No current monthly add-on
Packages
ADD PACKAGE

No current monthly packages

Use the breadcrumb trail at the top of the page to get back to the Membership Information page.

See that the Membership Type has updated at the top of the Membership Information page and that the new member units are Active. To take new member photos and issue scan cards, refer to M2. Entering a Facility Member.

Take a New Member Photo (delete? covered in M2)

For any new members, don't forget to take their photo and issue them a scan card. First, click on the Member's name.

Amal Clooney
45 years
2/3/1978
 Active Adult (F)

Click on the photo icon on the member's profile and follow the steps to use the camera and take a photo.

M3. Upgrades and Downgrades

Upgrading a Membership

Take a New Member Photo (delete? covered in M2)

Issue or Update a Member's Barcode (delete? covered in M2)