How to Add and Manage Member Actions in Plus2
Applies to: Plus2
Problem
You need to schedule future changes to a member’s status, price level, or site in Plus2 so that these changes happen automatically on a specific date.
Resolution
Open the member record
- Find the member using the Members, Reception, or Prospects screen.
Open Member Actions
- Select the Member Actions button to view existing actions.
Create a new action
- Click New to open the Member Action Setup screen.
Set the action date
- Enter or select the date when the action should be applied.
Select action type
- Choose the Action Type (for example, change status, price level, or site).
Select action details
- Click the selection button to choose the new value for the selected action type.
Save the action
- Select Save to confirm. The action will be applied automatically during Start Of Day on the selected date.
Notes
- Member Actions are applied during Start Of Day.
- If a Member Action is not applied, check the Start Of Day Member Actions report for any failures.
- If the Member Actions button is not available, ensure your user permissions allow you to access Member Actions.
- For failed actions, review the Start Of Day Member Actions report or the Event Log for the reason.