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 16:18, 1 March 2021

121 bytes added ,  5 years ago
Language changes + added self-subscription to settings
VisualWikitext
Tag: 2017 source edit
(Language changes + added self-subscription to settings)
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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 complementary 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 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.
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|Another way to get new member and subscripton is to let the people recording themself by using the public self-subscription page.
|New members can also self-register and self-subscribe 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  
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.
enter its subscription payment just after sending its request. The member and the subscription will be automatically recorded and the user
|Go on the public page (url is provided into setup of the module Member) and send a subscription.
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.
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|'''Module Features'''
|'''Module Features'''
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|You can upload any files for the particular member by using the appropriate menu.
|You can upload any files for a particular member by using the appropriate menu.
|Click Upload Files tab and upload a file.
|Click Upload Files tab and upload a file.
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|The Events and Agenda tab captures all the events related to this member.
|The Events and Agenda tab captures all the events related to the member.
|Click the tab and show the events.
|Click the tab and show the events.
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|Click on the “List” menu to list all the members.  
|Click on the “List” menu to list all the members.  
The list views are also available based on the member status such as “Draft”, “Validated”,  
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”.  
 
“Up to date”, “Out of date” and “Terminated”.
|Show the list views.
|Show the list views.
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|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 Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.
|Enable the module and go into home setup - administration - scheduled task to show the task.
|Enable the module and go into home setup - administration - scheduled task to show the task.
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|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.
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.
So member wil lbe able to pay, and subscription and invoice will be automatically generated and recorded.
So, the member will be able to make the payment by clicking on the link in the email, and the 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__
|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.
that is inside the email template.
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|There are also plenty of other features that can be enabled from the module setup such as email templates.
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.
You can also add your own custom fields and define default values or mandatory fields.
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.
Pradeepv
72

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