Adding Members

At the Main screen menu click on File and then select Add New Member. Complete all the information on the form and click the green Save button to save that record to the database. When you click the green Save button Club Manager will check to make sure you have completed all the required fields on the form before placing the record in the database. If you miss one you will receive a message explaining where the information is missing and the cursor will be placed in that field on the form. More information about adding new members can be found at the New Member Enrollment page. For more details regarding the different types of fees click here. A member profile report will be generated when the file is saved. Allow a couple of seconds for the profile document to appear on screen. The profile document should be printed and saved as a backup.

Membership records can be edited by clicking on Update at the Main screen menu and selecting Update Member. Make changes as necessary then click the green Update button to save the updated information.

If it's necessary to delete a membership record go to the main screen menu and click on Update. Select Delete Member Record. Select the member by scrolling the list until that member name is located and clicking on the member's name. Verify that you have selected the correct member then click the red Delete button. You will be given the opportunity to cancel the selection if you change your mind or have selected the wrong member before the actual deletion takes place. NOTE: Once a member record is deleted it cannot be recovered.

New Member Enrollment

This version of Club Manager contains several more fields for new member information than previous versions. Among the new additions are:

• Title
  If your club assigns titles to different members you can enter the information here. Different societies have asked for this addition so they can differentiate between the rankings of their members. This is not required information so leave this field empty if the use of titles do not apply to your club.
  
• Chapter
  If your club is a chapter of a larger organization you can enter the name of the chapter here. This is not required information so if your club is not a chapter of a larger organization leave this field empty.
  
• Areas of Interest
  If your club offers different types of activities (golf, tennis, pool, dining, etc.) you can include a brief statement about the member's interests in joining your club. This is not required so if you don't need or require this type of information leave this field empty.
  
• Spouse and Children
  Enter the joining member's spouse and indicate the number of children if applicable. This will be helpful when planning club activities. This is not required so if you don't need or require this type of information leave this field empty.
  
• Active / Inactive Members
  When a new member is enrolled it's assumed that he/she will be an active member. If at some point you want to classify the member as an inactive member. This should be done rather than deleting the membership record. Should an inactive member wish to become active again you can use the Update option at the main screen menu then click on Update Member Records and reclassify the member as active.
  
• Member Numbers
  When first completing the club profile and configuration you were required to enter a club prefix (usually the club's initials). This prefix will be assigned to each new member's record number. The number assigned after the prefix will be in numerical order so be sure you have the members selected that you wish to give early numbers to. Once the member number is assigned it is permanent and can't be changed.
  
• Membership Fees
  If your club charges membership fees to join you have the following options to select from. Any or all can be selected if desired when entering the fees and charges:
  
  • Monthly Dues
    
  • Initiation Fee
    
  • Monthly Minimum Fee
    
  • Special Fee/Charge
    
  • Other Fee/Charge

Member Profiles

Member profiles are documents containing all the information on each member. These are generated automatically and should be printed so as to have a backup copy in case of computer failure.

Each time a member record is updated a profile report will be generated containing the new information. This report can be used as a backup copy in case of computer failure.

After completing the information on a member click the green Save button. Allow a few seconds for the profile report to appear. To print the profile report locate the small printer icon in the upper left corner of the profile report form. Click then icon to start the printing process.