Club and Clinic Membership
Client Details Screen > Club & Clinic Membership
The Club & Clinic Membership page shows clubs/clinics/groups that a particular client is a member of, and also shows all the other groups on the system. From this screen you can edit the client's membership details for any group they are a member of. You can also add them to the membership of groups from this screen.
The page is accessed by clicking a link at the bottom of the Client Details screen, as shown.
Clicking this link will show you the client's memberships, and all of the other clubs and clinics on the system. You can add the client to any or all of the clubs/clinics, and edit the details of active memberships.
- To give the client membership of a Club/Clinic, use the "Add" link.
- To edit an existing membership, use the "Update" link.
This screen is independent of Projects, so you can add the client to several memberships at once, even across several Projects. However, don't forget that adding memberships from this screen does not record any contact with the client. If you need to record a contact as well as add membership, you will need to add them to the membership(s) from the Record a Contact screen.
Options for a client's membership of a group
When you click "add" or "update", you will be shown the options for this person's membership of that particular group.
The options available are:
- Referral Date - this is displayed on some reports. If this person was added to membership using the Record a Contact screen, the Referral Date for that referral will be automatically copied to here.
- Organisation Referred By - as above, if the Record a Comtact screen was used to add this person to membership, the Referrer for that referral will be copied to this field.
- Person
Printing an Attendance Report for this client
At the top of the Club and Clinic Membership screen is a button, "Print Attendance Report".
This button will take you to the Club and Clinic Attendances screen, where you can print an attendance report for this client.
