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Wish membership - Club Management

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PROLOGIC FIRST Web-based Multi-property Membership Management Software Membership Accounting
Transcript

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Web-based Multi-property

Membership Management

Software

Membership Accounting

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Scope

Integrated software including

– Membership databases and Management,

– Facility, F&B, Activity Operations Management

– Accounts Receivables

– Optional Room Management

– Optional Accounts Payable

– Optional Materials Management

– Member Activity Analysis and MIS

– Intelligent Notifications

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Unique features• Web based Centralized view

• Multi-Property

• Unlimited Membership Categories

• Unlimited Fees Types linked to Membership Categories

• Flexible linking of facilities to membership types

• Multiple Package types and subscription

• Membership Revenue apportionment over period

• Seamless integration with Point of Sales and Back Office

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To be used with Other Products from Prologic First

• Touché point-of-sales system for billing of chargeable Club services offered.

• Web Prol’IFIC back office accounting for debtors tracking, creditors accounting and other accounting functions.

• Web Prol’IFIC materials management system for requisitioning, purchasing, receiving, stock accounting etc.

• Web Prol’IFIC food & beverage cost control.

• My Cloud/WISH Front Office for room stay

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THome Screen

Tiled Menu Organization with icons to launch key functionsTwo Level Menu System

Option to change propertyOn-Line Help

Mini Dashboard (auto refreshed) to display key statistics on real time

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Fees Structure

Different types of FeesOption to link to Revenue types

Nature of Fees (One time, Monthly, Annual)

Distribution of Fees over a period -> For accounting considerations

(Deferred Income)

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Facilities

You can define multiple FacilitiesEach Facility may be linked to Revenue Types. Facility Opening time may be defined

As well as when facility is not available

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Facility Availability

Facility may be open through out the year or you may mark certain exclusion dates

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Facility Templates

You can define multiple facility templates linked to various entitlement types like discounts and map them to revenue types and also applicability across days

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Membership Categories

As many as Membership types. Each of the following is linked to an unique membership type: -

Fees Types

Documentation requirement

Dependents eligibility

Usage of Facilities

Tenure

Credit Limit

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Membership Categories

It shows membership type wise control and statistical parameters

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Membership Categories

Link Facilities

Link Fees

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Packages

You may create various packages with a combination of facilitiesEach Package has a validity period and rates defined for each membership type. Package pricing may vary depending on

periodicity. Package may be made available for purchase only for a selective period. Any member can optionally buy a package to use

facilities which are not covered in his/her membership plan

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Application Features

Individual & Corporate Memberships

Nominees under a Corporate Member

Captures all relevant details related to member demographics and socio-financial parameters

Option to apply to multiple clubs under the chain

Display all applicable fees automatically

Multiple stages for tracking an application (Submitted / Interview scheduled / Interviewed / Final)

Automated migration of data from application to member database upon approval

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Application – Individual Member

Associated details

Reciprocal Club

membership

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Application – Corporate Member

Option to set Club wise Maximum NomineesOption to set Club wise Credit Limit

Sharing of Charges (Corporate and Nominee)

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Application - Dependents

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Application - Documentation

You can define multiple identification documents like PASSPORT / PAN CARD

etc.

Option to scan and upload document images

This is for member as well as for each dependent

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Application – Communication Details

Option to maintain multiple address types like Residential, Official etc.,

multiple phone #, E-Mail ID

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Application - Payments

System automatically calculate the Fees payable (each club

wise) and total

Option to collect payments from a single screen (cash / cheque /

credit card)

Option to Print Payment Receipts

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Application TrackingEach stage of

Application can be tracked

Interview Scheduled with

date

Interview Done

Final Status

You get stage wise applicant list

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Member Details - Individual

Single Screen Snapshot

Quick Link to view associated details

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Member Details - Corporate

Single Screen Snapshot

Quick Link to view associated details

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Corporate Nominees

Corporate Nominees are basically Individual Members in nature and some part of their

expenses are borne by the Corporate

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Member - Dependents

Click on a dependent from the List above to view details below

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Member – Applicable Fees

View all applicable fees related to subscriptionSearch and check all payments received against them

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Member – Facilities

View all facilities available to member

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Package Sales to Member

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Member – Packages

View all packages subscribed by member

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Member – Notes

You can update notes against the member

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Membership – Multiple Clubs

A person can be a member of more than one club and have different membership type in each club. Membership fee in each club may be different depending on the membership type of the club

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Member StatusSystem offers the following member status codes. You can maintain as many as member status but they must belong to one of the following status

ACTIVE ABSENT CANCELLED EXPIRED SUSPENDED

Member status update is a manual process and you can also obtain list and count of members linked to a specific status. Status is also auto updated by system in case of dependent age expiry or failure by member to renew subscription in time (based on policy)

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Member Status

Appropriate reason need to be updated while updating member status and system also maintain a log for the same

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Credit Status

Credit statuses cab be assigned to members on the basis of their payment track record.

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Member – Transaction Details

Very Powerful feature !!!You can view all Billed / Unbilled transactions on member account,

related to fees, F&B charges, facility usages, room a/c etc.

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Member Search

You can search on various criteria as above. Matching search results will show member list

Clicking on a Member List, you can view / edit the details based on your access rights

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Membership CardSystem helps you in issuing and printing membership card (Magnetic / Smart).Systems let you select members and generate member data files as per Cardprinter required template. You may load this template and actually printmembership card

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TMembership Renewal

This option lets you generate invoices and send payment notifications to members who annual subscription is due on a specific date. System will show you all such records and let you send e-

mail reminder notifications with Proforma Invoice as attachment. You can also view such Invoices.

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TMembership Renewal Notification

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User Defined Codes

The screen is used to handle situations where there are any special data that user Would like to create and handle. The above master screen generates the code for that.

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User Defined Data

After the creation of field and its mapping to a code the above screen facilitates in creating actual data and map it to the proper field

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Communications & Notifications

System offers a communication framework through you can design e-mail templates, send e-mail / SMS notifications, process various types of alerts calling for attention of operations people

E-Mail / SMS Communication

Template to design emails, send Bulk E-mails / SMS (Custom APIintegration with your service provider – we also offer theservices) using our SMARTLINK companion product

Scheduler Services

Runs in the background and issue alerts / notifications related to membership expiry, birthday / anniversary notifications, sending Daily MIS report to management.

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Communications & Notifications

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Member Visit

System offers tracking of member visits

Mandatory Registration

You may have a check-in kiosk at club entrance wheremembership cards may be swiped / scanned and validated. Inthis set up, unless checked-in member may not access any clubfacilities (except common areas). Each check-in means one visit

Optional Registration

If you do not have any check-in kiosk, member visit may be tracked only if s/he uses any club facility or avail of F&B services

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Member Profile – Check In or at POSUpon Card swipe / scan and validation the following screen pops up at check-in desk

or POS terminal displaying Member Privileges and other key information

Member Profile data, subscription status, facility allowance, credit limit and all other details are shown upThe details are access control driven. Also show member birthday / anniversary helping the attendant togreet him/her accordingly

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Member Activity Tracking

Member once entering the club may avail of F&B services, use any facility (chargeable / as part of package / as part of allowance against membership plan

F&B Services

Membership Card may be validated (or number put in) to apply discounts applicable ifany at the time of opening of the check

Room Reservation

Membership Card may be validated (or number put in) to apply discounts applicablefor Room Booking in properties managed / owned by club.

Other Facilities

Membership Card may be validated (or number put in) to check member allowance to use that facility (part of plan / package). If not, member will be charged. For no charge ZERO value charge slip will be generated

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MEMBERSHIP ACCOUNTINGREPORTS AND MIS

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Reporting – General Features

Common Features across all reports

– Extensive criteria,

– Option to view on screen

– Option to generate as PDF

– Option to generate as EXCEL

– Option to auto generate and delivery (selected reports)

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Report – Application List

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Report – Member Directory

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Report – Member Reconciliation

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Report – Member Revenue

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Report – Payment Received

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Report – Packages Sold & Usage

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Reports – Renewal Related(Pro forma Invoice)

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Reports – Renewal Related(Renewal Log)

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Report – Member Ledger

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Report – Member Visit

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MIS – Member Revenue

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MIS – Member Visit Summary

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MIS – Flash ReportAuto Generated every day and Auto Distributed

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MIS Reports (Graphical)

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MIS Reports (Graphical)

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Audit Trail Report


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