Membership Setup
This page is used to define and maintain membership types. Each row is a setup for one membership type, including how it behaves, how members are handled, how printing works, and how integrations are configured.
| Field Name | Explanation |
|---|---|
| Code | The unique code for the membership type. This is the internal identifier the system uses everywhere. |
| Description | The readable name of the membership type, shown to users in lists and lookups. |
| Membership Type | Defines whether the membership is for an individual, a group, or a community-based setup. |
| Loyalty Card | Specifies whether this membership includes a loyalty card. |
| Member Information | Decides whether members must be registered with personal details or can stay anonymous. |
| Customer Config. Template Code | Template used when the system creates a customer record for a member. It sets default customer values automatically. |
| Contact Config. Template Code | Template used when the system creates a contact record for a member. It helps ensure consistent contact setup. |
| Blocked | Marks the membership setup as inactive so it should no longer be used. |
| Blocked At | Shows when the setup was blocked. Useful for audit and history. |
| Perpetual | If enabled, memberships of this type do not expire automatically. |
| Allow Membership Delete | Controls whether memberships created from this setup can be deleted manually. |
| Confirm Member On Card Scan | Makes the system confirm the member identity when a card is scanned. Useful for extra control at entry or POS. |
| Membership Member Cardinality | Defines how many named members can belong to one membership. |
| Anonymous Member Cardinality | Defines whether anonymous members or uses are unlimited or limited. |
| Member Role Assignment | Decides how roles are assigned among members, for example whether the first member becomes admin. |
| Community Code | Links the membership setup to a community grouping. |
| GDPR Mode | Controls how GDPR consent is handled for this membership type. |
| GDPR Agreement No. | Links the membership type to the GDPR agreement that should apply. |
| Create Welcome Notification | Sends a welcome notification when a new membership is created. |
| Create Renewal Notifications | Sends reminders before a membership renewal. |
| Create Renewal Success Notif | Sends a notification when a renewal succeeds. |
| Create Renewal Failure Notif | Sends a notification when a renewal fails. |
| Create AutoRenewal Enabl Notif | Sends a notification when auto-renewal is enabled. |
| Create AutoRenewal Disbl Notif | Sends a notification when auto-renewal is disabled. |
| Create Termination Req. Notif | Sends a notification when a member requests termination. |
| Card Print Object Type | Defines how the membership card is printed, for example by template, report, codeunit, or not at all. |
| Card Print Template Code | The print template used for membership card printing. |
| Card Print Object ID | The object ID of the report or codeunit used for card printing. |
| Card Expire Date Calculation | Defines how the expiry date on the membership card is calculated. |
| Receipt Print Object Type | Defines how the receipt for membership purchase is printed. |
| Receipt Print Template Code | The print template used for receipt printing. |
| Receipt Print Object ID | The object ID of the report or codeunit used for receipt printing. |
| Account Print Object Type | Defines how account printouts for the membership are generated. |
| Account Print Template Code | The print template used for account printouts. |
| Account Print Object ID | The object ID of the report or codeunit used for account printing. |
| Web Service Print Action | Controls what happens with printing when the membership is handled through a web service. |
| POS Print Action | Controls what happens with printing when the membership is handled through POS. |
| Ticket Item Barcode | The barcode or item reference used for the membership ticket item. |
| Ticket Print Model | Defines whether tickets are printed per member or in one combined output. |
| Ticket Print Object Type | Defines how membership tickets are printed. |
| Ticket Print Template Code | The print template used for ticket printing. |
| Ticket Print Object ID | The object ID of the report or codeunit used for ticket printing. |
| Card Number Scheme | Defines how card numbers are created, for example automatically or from an external source. |
| Card Number Prefix | A fixed prefix added to generated card numbers. |
| Card Number Length | The total length of the generated card number. |
| Card Number Validation | Defines whether the card number uses validation such as a check digit. |
| Card Number No. Series | The number series used when generating card numbers. |
| Card Number Valid Until | Defines how long a generated card number remains valid. |
| Card Number Pattern | Advanced format pattern for generated card numbers. |
| Enable NP Pass Integration | Enables use of NP Pass or wallet integration for this membership type. |
| Defer Cust. Update Alterations | Delays customer updates from membership changes so they can be handled later by job queue instead of immediately. |