How to Change Someone from a WALKIN MEMBER to a Membership/EFT Manually

At times, there is a need to MANUALLY add or adjust EFT's in Tan-Link. To do so, you must first go to the Customer's Account.

From here, you will go to the center of the screen and click on the text showing "Walkin Member" or the EFT they are currently on. This will pull up a drop down menu of the existing EFT's in your site. Select the EFT the customer needs to be placed on and click on the DOWN arrow to the far right.

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The customer will now have access to the proper EFT. However, there will be no Draft amount showing to the right of the EFT name or Next Draft Date showing as seen in the image below. These will need to be entered.

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To enter the "Next Draft Date" and the Draft Amount, you will click on MORE DETAILS underneath the Customers Name and Account Number.

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From this screen, click on More Account Details/History

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In the window that pops up, you will scroll down until you see the following. You will adjust the draft date and draft amount from here. Click on the word "None" underneath Next Draft Date. You will enter the next draft date in the format of xx/xx/xxxx and hit ENTER to save the date. You will now click on the word "None" underneath Next Draft Amount, Here you wilL enter the FULL draft amount including any and all taxes. IF THE TAXES ARE NOT INCLUDED IN THIS AMOUNT, THEY WILL NOT BE DRAFTED.

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**At times you may need to adjust a draft amount or date as opposed to issuing a refund. The concern here is that one will forget to return the draft to the original amount, and then the customer will continue to draft a reduced payment. Tan-Link has two ways to avoid this, and to ensure that the draft resumes its normal amount when it should.

Option 1: Scroll down to the bottom of the Membership Details tab on the same page as above. You will see the following. Underneath the Effective Date, you will need to enter the DATE PRIOR TO THE DATE THE CUSTOMER WILL DRAFT. It MUST be the date prior! Then you will enter the full draft amount the draft is resume to and hit ENTER.

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Option 2: One can set Account Reminders for themselves on a Customer's Account. When these are set, you will receive a sticky note on the date you specify with the action one needs to perform. To set, go to Customer's Account > More Details > Accounts Details/History > Membership Details. Scroll down until you see the following:

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In this box, you will enter a message exactly as shown in the example. For example, if I enter: Remind me on 4/1/2020 to change the draft amount back to $52.00 and hit ENTER, you will see the following and receive a sticky note on 4/1/2020.

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