More Member Options
In the Member Profile, the More Member Options panel allows you to edit or update:
- Decide whether to store your credit card in the system; see Credit Card
- Update your privacy settings, cancel your membership; see Privacy Options
- Purchase one or more of the club’s additional charge options; see Optional Additional Charges
- View or modify your achievements within the organization; see Achievements
- Upload and attach files and images to your Profile; see Attachments
- View gift memberships you have purchased; see Gift Memberships
Click Credit Card to maintain the credit card you use to renew your membership and register for events. You will see the following screen:
ClubExpress allows you to store a credit card in the system, so that you don’t need to re-enter it each time it’s needed. This is optional; if you don’t store it, you can still pay with a credit card by entering the details when prompted. If you choose to store your credit card, you can be reassured that it is maintained in an encrypted database that cannot be read except by the software and then, only under program control. All credit card transactions are conducted in secure sessions, to provide an additional level of protection. ClubExpress is also fully compliant with the PCI (Payment Card Industry) rules for storing and protecting credit card data.
If there is no credit card stored, the top section including the Remove button is not shown. Instead, you can enter the credit card information and click Save to save your information, or Cancel to return to the Profile screen without saving.
If the credit card address is different from the Primary Address stored in your account, click Yes for the question at the bottom of the page; a new panel will be displayed, allowing you to enter the address information.
If a credit card is already stored, click the Remove button to remove it. There is no confirmation of this step.
ClubExpress includes an option to allow memberships to be renewed and paid automatically. When this option is enabled by a club or association, and when you select a member type which is configured for automatic renewal and payment, you will not receive a renewal notice and you do not need to login to renew; the system will renew you based on the duration of the chosen member type (every month, every quarter, every year, etc.) and will charge your saved credit card automatically.
If you select a member type that is configured for automatic renewal and payment, you will see a special note on the summary page, before you save your membership and proceed to the payment page.
When this option is enabled, the system requires that your credit card be saved and you will not have the ability to remove it. You will still see this screen so that you can change the card or update it (for example, to modify the expiration date or validation code when a new card is issued.) However, the Remove option will not be shown.
To stop the automatic charging you must explicitly cancel your membership, effectively resigning from the club. To do so, click the Cancel My Membership button on your Member Profile screen.
When clubs and associations use this option, we require them to have their own merchant account.
Click Privacy Options to update your privacy settings or cancel your membership. You will see the following screen:
The first question allows you to update your settings with respect to general communications from your club or association, such as event announcements, a monthly newsletter, etc.
The second question only appears if your club or association may share your personal data with third parties for marketing purposes. You may see some additional text from the organization explaining what sharing they do and why it’s important for your information to be included. But you always have the option for your personal data not to be shared.
- Cancel My Membership - cancel your membership immediately. You will be prompted to confirm this action. You will no longer be able to log in to the website. You will not be further charged and you will not receive any more communications from the organization. Note however that if you change your mind, this action can be reversed and your membership reinstated.
- Remove Me Completely - cancel your membership and have your personal data removed completely from the organization’s database. This option conforms to international regulations and the “Right to be Forgotten”. You will be prompted to confirm this action. Your membership will be canceled immediately and your “remove me” request will be submitted to the club or association for approval. Note that they have the right to decline this request but must provide a reason. You then have the right to appeal this decision with your local Data Processing Authority.
- If the request is approved, you will be notified by email. All personally identifiable information will be deleted from the database.
- Note however, that your club or association has a compelling business reason to maintain accurate records such as transactions, payments, event attendance, etc. This information will be retained but it will also be anonymized.
- This decision cannot be reversed. If you change your mind you will need to rejoin the organization from the beginning.
Select this option to process additional charges at any time during the year (instead of just at signup and renewal times.) You will see a screen similar to the following:
Select one or more charges. Some charges may give you the option of adjusting price (for example, for a donation) or quantity. The Total at the bottom will update automatically. Click the Proceed to Payment button to complete your selection and jump to the payment page. Complete payment as normal.
If your club or association has enabled member achievements, select this option to view/update achievements for this member. For members themselves, this screen will be read-only; only an administrator or People Manager coordinator can edit this data. You will see a screen similar to the following:
Click Add Achievement to create a new achievement. You will see the following screen.
Enter a free form date and description, then click Save to save your change, or Cancel to cancel without saving.
Click the Edit (pencil) icon to modify an existing achievement or the Delete (trash) icon to remove one. You can also click the Display Sequence button to reorder achievements already entered; the standard dialog is displayed.
This option allows you to upload files and images and attach them to your Profile. Any required or optional files will have been defined by your club or association. When you select Attachments, a screen similar to the following is displayed:
Allowable documents are listed in the sequence defined by your club or association. The large icon on the left defines the type of upload, either a document or an image.
-
A red circle indicates a required upload
-
A yellow circle indicates an optional upload
-
A green circle indicates a completed upload. If the attachment required approval, this also indicates the image or document has been approved by an administrator
-
A blue circle indicates the attachment has been uploaded and is pending administrative approval
-
A black circle indicates an expired attachment,
Click the +Add icon to upload a new file or image. You will see a dialog similar to the following:
Click the Select or Browse button (depending on your browser) and select the appropriate file from your local hard disk. For files, you can upload a typical document such as a PDF, Word, or Excel file. For images, you can upload a typical image file such as a JPEG, GIF, PDF, or PNG. Click Save to complete the upload.
Where multiple versions are not supported, the +Add icon will disappear. Where multiple versions are supported, this icon will always be visible.
- Click the Edit (pencil) icon to replace the uploaded file.
- Click the View (eye) icon to view the uploaded file.
- Click the Delete (trashcan) icon to delete the uploaded file. You will be prompted to confirm this action. Note the option to delete an attachment may not be available for all attachments. Contact your club administrator if you need help removing an attachment from your profile.
- Click Return to Previous Page to return to the Profile screen.
Depending on the configuration settings for each attachment, some or all of these icons may not be visible.
If Gift Memberships are enabled, you can view all purchased gifts in your member profile (paid and unpaid) under Financial Info.
Clicking Gift Memberships will display the following screen:
From this screen, you can delete or pay for unpaid gift memberships. You can also print out a gift membership certificate if you want to send it in the mail to the recipient.