How To Sell a Locker?

A.  If you rent a generic locker (one size, one price), you can add it to the membership so it can be billed monthly with the dues.  Here are the steps:

1.  Tools --> System Settings --> Membership Fee Settings;

   2.   Scroll down to 'Membership Fee 1':  The text has already been updated in your system to 'Locker/Tote Fee';
   3.   There is a drop down under that where you can select the Income Category;
   4.   Under that setting is a check box to enable/disable tax.

To apply the monthly fee to the member, go to Quick Functions -> Memberships -> Enter Member Last Name and Search.  
Hover over Membership Actions, click on the Edit Services box;
Click the Edit link next to Locker/Tote fee;
Enter the amount the Member is to be charged each month;
Enter a Reason;
Save Changes.

You will see the extra fee under the Services Rate column when view memberships.  There will also be a fee added to each scheduled payment and will be billed each month along with the membership dues at EFT.  If the Member cancels this service before the membership, go back to Edit Services and you will be able to remove the locker from the membership.

B.  If you have different locker types that you rent (i.e., large, small, indoor, outdoor, PIF, M2M), they should be entered into your system as a Service Type.  

Create a Service Package (Functions -> Services -> Add Type).  The Service Type ID is a 10 character field and should be consistent with your Locker Types  (LockLrg, LockSm, LockLgOut, LockSmOut etc.).  The locker will be purchased from Quick Functions -> Purchase Services.

Pay in Full

1.   Session Total = 1
2.   Payment Frequency = Pay in Full
3.   Term Length = term period in months or days
4.   Auto Close Action = Roll on Due Date (or Close on Due Date)

Month 2 Month

1.  Session Total = Unlimited
2.   Payment Frequency = Pay Every Month
3.   Term Length = No Term

If you are assigning your Lockers, you should read our Knowledge Base article on Locker Management.  It will show you how to enter your locker inventory and assign the lockers to the member.

Locker Management