How does a Member enroll in a Membership Online?

  Overview

Online Membership Enrollments can be done by the public via the RecDesk Community Portal. In this article you will see how that is done.

  Before You Start

The Online Enrollment and Show on Portal options must me checked within the membership in RecDesk Director for the membership to be available for online enrollment.

Customer Perspective - Enrolling in a Membership Online

1. Login to RecDesk or Create Account
2. Click on the Memberships tab
3. Click the Enroll button for the Membership
4. Choose a Fee Type from the drop down list
5. Membership dates will default to start the date of enrollment, or on the "definitive" start date set in the system (i.e. - seasonal passes)
6. Optionally add a note
7. Click to select the Household Members who will be in the membership
8. Click Save

  Tips:

When a customer enrolls in a Membership online, the duration/time period of the membership is automatically set to whatever you have designated to be the default membership duration for that particular membership. This cannot be overriden by the customer online, as it can be in-house via RecDesk Director. This will need to be taken into consideration as you set up Memberships that will be available for online enrollement.

Auto-renewing memberships need to be set up in house - online enrollment is best used for one time membership purchases.

  Notes:

For Open or Ongoing Memberships, Membership Start Date is the current date and Membership End Date is calculated based on the Default Membership Duration.

 

For Definitive Start and End Date Memberships, Membership Start Date is the current date or the Begin Date of the Membership, whichever is later. The Membership End Date is calculated based on the Default Membership Duration. However, if the End Date of the Membership precedes the date calculated, the Membership End Date is the End Date of the Membership.

 

If Enrollment Begin Date and/or Enrollment End Date are entered, online membership enrollments will only be available during that time period.