Fee Groups / Memberships - Using Choice Features

Navigation: Main Menu »» Selects »» Fee Groups

Applies To: Enterprise Plus

Overview

The Choice feature of Fee Groups is used to use Fee Groups and allow a Client to self select which Fee Group when creating a new account.

From the Admin module, Fee Group eligibility can be used manually or set using a bulk update function.
From the WebReg module, Fee Group assignment can be set to allow Client self select using the choice feature.

How to Set Fee Group Choice

Follow these format examples to set choice for Fee Group membership.

For the Admin Module

When a new Client record is added in the Admin module, the automatic Fee Group selection is based on the default Fee Group.

For the WebReg Module

To allow the Client self selection of Memberships, perform these set up steps.

Enable WebReg Choice Membership: Go to Admin Menu »» Settings »» Branch Profile. Edit the Profile and go to the Web Options tab. Scroll down until you locate the field called Enable Select Features. Select the "Memberships-Choice 1" or "Memberships-Choice 2" option. Be careful not to unhighlight other options. Of the four Membership options, only one of the Choice option should be selected. Other Membership options should not be highlighted.
- Choice 1: Allows client to self select Fee Group membership on a new account but not when the client edits the account.
- Choice 2: Allows client to self select Fee Group membership on a new account and when the client edits the account. If the option to allow a client to edit their account profile is disabled, the client also cannot modify their Fee Group membership.
Fee Groups: Tag each of the Fee Groups/Memberships that are available via the WebReg module as Web Display = Yes.