This article explains how to use the Fee Group Choice feature, allowing clients to self-select their Fee Group during account creation. The guide covers how to enable and configure the Choice feature in both the Admin and WebReg modules, ensuring the correct setup for client membership selection.
Navigation:
Main Menu → Selects → Fee Groups
Applies To:
Enterprise, Plus
Overview
The Fee Group Choice feature enables clients to select their Fee Group when creating a new account. This feature can be enabled both manually in the Admin module and automatically through bulk updates, as well as in the WebReg module for client self-selection.
Key Benefits:
- Provides flexibility for clients to choose their membership level.
- Enables streamlined self-service account setup.
How to Set Fee Group Choice
For the Admin Module
- Fee Group Selection:
When a new client record is added in the Admin module, the Fee Group is automatically assigned based on the default Fee Group settings. This is the default behavior when no client choice is involved.
For the WebReg Module
To allow clients to self-select their Fee Group membership when creating an account or editing their account profile, follow these setup steps:
-
Enable WebReg Choice Membership:
- Navigate to Admin/Security → Web Options .
- Edit the Registration Panel.
- Scroll down to locate the field called Enable Select Features.
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Select either Memberships-Choice 1 or Memberships-Choice 2.
- Choice 1: Allows clients to self-select a Fee Group when creating a new account, but they cannot modify the Fee Group when editing their account later.
- Choice 2: Allows clients to self-select a Fee Group when creating a new account and when editing their account. If account editing is disabled, the client will also be restricted from changing their Fee Group.
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Tag Fee Groups for WebReg Display:
- For each Fee Group/Membership that you want available in the WebReg module, ensure that Web Display = Yes is selected. This setting ensures that the Fee Group will be visible to clients when they select their membership during account creation or edits.
Conclusion
With these steps, you can enable the Fee Group Choice feature for both new account creation and client account edits. This feature enhances the client experience by allowing them to select their preferred membership type during account setup.
For further assistance, refer to related articles or contact support.