Draft:Video Presentation (Dolibarr features) - Membership management: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Membership management (view source)

Revision as of 12:48, 1 March 2021

1,271 bytes added ,  5 years ago
m
→‎'''Storyboard for Members Module'''
VisualWikitext
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Tag: 2017 source edit
Tag: 2017 source edit
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|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.  
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.  
Choose the subscription start and end dates and enter the subscription amount.  
Choose the subscription start and end dates and enter the subscription amount.  
 
Choose the appropriate complimentary action. Note that if the member is linked to a third party, the invoice options can be chosen for  the subscription transaction.  
Choose the appropriate complimentary action. Note that if the member is linked to a third party,  
 
the invoice options can be chosen for  the subscription transaction.  
 
Otherwise, you can enter the relevant payment information to capture the payment details of the subscription transaction.
Otherwise, you can enter the relevant payment information to capture the payment details of the subscription transaction.
|Perform the actions as in the voice over.
|-
|Another way to get new member and subscripton is to let the people recording themself by using the public self-subscription page.
If you enabled an online payment module like Stripe or Paypal, you can also setup the application so the user will be able to
enter its subscription payment just after sending its request. The member and the subscription will be automatically recorded and the user
will received an email. The invoice can also be automatically attached.
|Go on the public page (url is provided into setup of the modume Member) and send a subscription.
|-
|-
|'''Module Features'''
|'''Module Features'''
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|Click the tags menu. Click on a tag to show the members listed for that tag.
|Click the tags menu. Click on a tag to show the members listed for that tag.
|-
|-
|There are also plenty of other features that can be enabled from the module setup such as templates.  
|'''Renewal of subscription'''
Also, like most other Dolibarr modules, you can add your own custom fields and define default values or mandatory fields.
|
|-
|Enable the module Scheduled Task, so an automatic task will be run every day to send reminders to ask your out of date members to renew their subscription.
|Enable the module and go into home setup - administration - scheduled task to show the task.
|-
|If you enabled a payment module like Stripe or Paypal, you can also ask to add a link for the payment by editing the template of the email send for renewal remind.
So member wil lbe able to pay, and subscription and invoice will be automatically generated and recorded.
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__
that is inside the email template.
|-
|There are also plenty of other features that can be enabled from the module setup such as email templates.
You can also add your own custom fields and define default values or mandatory fields.
|Show creating a custom field and show it available in the creation page.
|Show creating a custom field and show it available in the creation page.
|-
|-
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