How to Manually Change Customers from WALKIN MEMBER to EFT or Vice versa.

At times, there is a need to MANUALLY add or change the EFT membership on a customer's account.
You may need to change an EFT customer to WALK-IN MEMBER or move the customer from one EFT to another if the wrong EFT was sold or any other manual adjustments are needed.

Any membership or draft changes for a single customer need to be made from the Customer's Account. 

You will locate the Current Membership Type at the center of the screen.
It will show "Walkin Member" if the customer does not have a membership or show the EFT name for the membership they are currently on.


Click on the current membership name. This will pull up a drop-down list of the existing EFTs on your site.
Then select the correct package from the listed EFTs. 
**Save the changes by clicking on the DOWN ARROW located to the right of the dropdown list.
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The customer will now display the correct Membership type and allow bed access accordingly. However, the Next Draft Amount and Next Draft Date may be missing/incorrect.

You may also need to delete the Next Draft Amount and Next Draft Date to prevent any automatic drafts if the customer was moved from an EFT to a Walk-in Member.

You can manually edit/delete the "Next Draft Date" and the Draft Amount by going to the membership details screen on the customer's account.

Click on MORE DETAILS underneath the Customer's Name. Then click on Account Details/History 

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In the next window, 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 the Next Draft Date. (If any info exists, you can click on it and enable editing) 
Then you will enter the draft date using this format xx/xx/xxxx
Make sure you press ENTER on your keyboard to save the changes made to each field. They need to be edited and saved one by one in order to ensure information is saved.

You will now click on the word "None" underneath Next Draft Amount, (If any info exists, you can click on it and enable editing)

Here you will enter the FULL Draft Amount  (including any taxes) IF THE TAXES ARE NOT INCLUDED IN THIS AMOUNT, THEY WILL NOT BE DRAFTED.

Make sure you press ENTER on your keyboard to save the changes made to each field. They need to be edited and saved one by one in order to ensure information is saved.

You can edit the tax amounts to the right so they are itemized in reports. The amounts you enter on the Sales Tax, Tan Tax, and Other Tax fields will not be added to the Next Draft Amount as they should already be included.

Please reach out to support for any issues or questions.