Add Primary Member

Add Photo: Located in the top left corner of Member Details. You can take or upload a picture of the member for your records. The picture will appear on their Member Profile and the Front Counter Check in System. Note that you will need a webcam to take a photo with this function.

Email: It is recommended that every member you sign up have a valid email address. Once the account is complete you will be able to email the contract to the member and also email members through the Email Blast function. eFit Financial can and will email delinquent accounts, provided this field is filled in. Note: in order for a member to received emails, they must first verify their email address. A verification email is automatically sent to new members upon submission of the account, so long as an email address has been provided.

Membership Code: You can place a Membership Code on the account for easy labelling and tracking. For example: members with special privileges, pricing, or insurance, can be given a Membership Code for organizational purposes. There are multiple reports on the Reports page which allow you to search via this code for your convenience. Membership Codes are completely customizable, and can be added or removed on the Administration page, under the Lists Setup header and Membership Codes option.

Card Number: This field will appear for clubs using FCCS and/or Brivo systems. You may place the barcode card or Key FOB number to conveniently assign it to the new member.

Alt Account No: This optional field allows you to place any numbers or letters for tracking the member as an alternative to eFit's Account and Member IDs. Clubs that take insurance can save the member’s insurance policy number here.

Account Details is all of the required billing information for the member, and it is essential that this information is correct.

Use Primary Member Address for Billing: If the First Name, Last Name, Address, City, Zip Code and Phone Number from Member Details are all the same for the member's billing information, you can check the box in the top-left corner, and the corresponding fields will be copied over.

Sales Person: This is a Required Field. It will default to the user that is currently logged into Club Advantage, though you may use the drop down menu to select a different user, if someone else made the membership sale.

Marketing Source: This allows tracking of how a member was referred to the facility. You may use this drop-down to record how the member found out about your facility.

Send Member Portal Registration Code: This option allows the system to email the new member their unique Registration Code, so long as a valid email address is provided. The member can copy this code to register and manage their account online through the Member Portal. The code may be used on the Member Portal through the Register an existing account option. If you have any questions regarding the Member Portal please contact eFit Financial Client Support at 877-772-3348

Templates: This dropdown list contains your custom Contract Template to fill in some common fields. All applicable information regarding the contract will auto populate below in the corresponding fields per the Template selected. If you have any questions or concerns regarding Contract Templates, please refer to the Contract Templates user guide in the Club Administration section.

Membership Type: 

Open End: A continual membership with no expiration date, which will bill until manually cancelled, or beyond the past due threshold.

Fixed Term: A contracted term membership with a set expiration date, and the ability to set renewal terms.

Term: This field appears only if you select the Fixed Term Membership Type. Use the applicable fields to enter in the length of the Fixed Term, for example: 12 months.

Payment Cycle: This determines the frequency in which a member will be charged for their recurring dues. You will see the following options:

Date Signed: When the account was agreed upon with the member

Begin Date: Date the member's account starts. Will default to the Date Signed if no adjustment is made. Note that setting the Begin Date in the future will make the account a Future Account. Future Accounts after submission may only be changed with the Edit function, found in the same menu as Add.

Expiration Date: Date the member's Fixed Term account ends. This is unavailable for Open End accounts.

First Payment Due Date: When the first recurring payment is scheduled. You may adjust this out into the near future, if you’d like the first recurring payment to be set to a specific day (such as the 1st or 15th of the month). This does NOT affect the down payment/initiation fee.

Total Payment Cycles: This field is auto-populated based on your Fixed Term settings. It does not apply to Open End memberships.

Free Cycles to Start Term: This gives you the option to push out a member’s recurring due date by the number you enter into the field. If you chose a Monthly Payment Cycle, entering in a “1” will push out the due date by one month.

Number of Payments: Number of payments that the member will be charged for a Fixed Term account. This will need to be adjusted if you give the member any Free Cycles.

Free Cycles to Finish Term: This field works similarly to Free Cycles to Start Term, only it removes due payments at the END of a Fixed Term membership. This option is unavailable for Open End memberships, given that they do not have an expiration.

Recurring Payment $: How much the member will be charged for their dues each payment cycle.

Statement Fee $: This field only appears if you have Statement selected as the member’s payment method. This fee will be added on to each recurring due payment to cover the cost of providing a mailed paper statement each cycle.

Initiation Fee $: Also known as the Down Payment, this field let’s you charge a one-time fee at sign up to the member, typically a deposit fee or a Key FOB fee.

Number of Payments Collected: Any number of dues payments that have already been collected by the club at the time of sign up. Anything above “0” will push out the recurring due date by that many cycles. If all payments are to be processed by eFit please make sure this says “0”.

Amount Financed: Auto-calculated. The amount of money that the member owes over the course of the account term.

Amount Due Each Payment Cycle: Automatically populates with the same amount as the Recurring Payment Amount.

Total Down Payment: The Initiation Fee + Number of Payments Collected

Total Sales Price: Total Down Payment + Amount Financed - The amount paid/due on the life of the contract.

Down Payment Method: How the Total Down Payment $ will be collected. You have the following options based on your club’s settings:

Recurring Payment Method: Here you may select from the following options:

Paid in Full accounts do not have a recurring payment, and therefore do not have this option.

No Renewal: No renewal will be saved to the Fixed Term contract.

Open End Renewal: The account will automatically roll over into an Open End membership upon expiration, using the settings you enter here.

Fixed Term: Indicates the club would like this account to potentially renew for another Fixed Term membership with the settings entered. This renewal must be processed manually using the Renew function.

Once you have completed the required fields . Select the Save Account button to preview the contract.