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Table of Contents
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Video
This video provides an overview of how to use the tool functionality to Member Statements & Payments.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
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Please Note: When using Website with Online Member Statements or Online Member Payments, the Enter Membership Number search bar will appear. However, when using Website with PayCloud (which has recently replaced OMS/OMP for most clients), the Enter Membership Number search bar will not appear. If your website is integrated with PayCloud, to access Statement Activity for a specific member while logged in as an Admin (your profile must have administrative rights), navigate to the Club Directory, search for the Member in question and click Impersonate User, after which you will have access to view their Statement Activity, Reservations, etc.
Content
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Use Case(s)
Online Member Statements and Payments are used to handle monthly billing at the club for dues and for other items or services purchased at the club.
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FAQs
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Best Practices
Customize the Header and Footer of the statement window in order to cross market to your membership. Be sure to update this often so there is new material that is relevant to your members.
If a member has an issue with their statement, first check their statement on the website for accurate information and balances. If balances are different in the accounting system compare to the website, contact Clubessential as updates may need to be made to the sync.
Downloadable Guide
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