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Membership Policies

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Use this screen to create or edit membership policies.

To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Billing and Suspension, and then select the Membership Policies link.

Membership policies are used to manage any paid memberships in WorldShare Circulation if your library requires a fee to access the library's loan services for some or all of your patrons. By default, memberships are not required for any of your library patrons. 

Create or edit membership policies

  1. On the Membership Policies screen, click Create New, or click the Policy Name you want to edit.
  2. On the Create New or Edit Policy screen, fill in the fields in the order below:
    1. Policy Name: Name of the policy.
    2. Membership
      • Fee Amount: The amount to be charged for membership.
      • Bill Reason: Select the Bill Reason to appear for the membership fee. See Bill Reasons for more information.
      • Membership Period: Determine the amount of time the membership will last. A minimum of one day is required.
    3. Notifications (Legacy): See Notification Policies for more information. 
      • Membership Bill: Select which notification to use to notify patrons that a membership bill has been created against their account.
      • Membership Confirmation: Select which notification to use to notify patrons that their membership has been activated.
      • Membership Expiry: Select which notification to use to notify patrons that their membership is approaching expiration.
        1. After selecting the notification, enter the number of days prior to expiration to notify the member in the Send Expiry Reminder section. The notice can be sent one or more days before the membership expires.
    4. Notifications: See Next-Generation Notifications for more information. 
      • Membership Bill Notice:  Select which Membership Bill Notice template to use for notifications. Once assigned, the patron type(s) the membership policy is applied to will be sent a notification for membership-related charges or invoices
        • Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
        • Template: Use the drop-down to select the desired Template. Refer to Membership Bill Notice for more information. 
        • First choice reply-to address: Select the reply to address to use for the notification. Options include:
        • Second choice reply-to-address: Select the second choice for reply-to address. Only appears if Use the address configured by patron type is selected for the First choice reply-to address. 
      • Membership Confirmation: Select which Membership Confirmation template to use for notifications. Once assigned, the patron type(s) the membership policy is applied to will be sent a notification when their membership bill has been paid, including confirmation that the membership is now active
        • Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
        • Template: Use the drop-down to select the desired Template. Refer to Membership Confirmation for more information. 
        • First choice reply-to address: Select the reply to address to use for the notification. Options include:
        • Second choice reply-to-address: Select the second choice for reply-to address. Only appears if Use the address configured by patron type is selected for the First choice reply-to address. 
      • Membership Expiry Reminder: Select which Membership Expiry Reminder template to use for notifications. Once assigned, the patron type(s) the membership policy is applied to will be sent a notification when their membership is approaching expiration.
        • Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
        • First choice reply-to address: Select the reply to address to use for the notification. Options include:
        • Second choice reply-to-address: Select the second choice for reply-to address. Only appears if Use the address configured by patron type is selected for the First choice reply-to address. 
        • Schedule: Choose how long before membership expiration this notification should be sent to patrons. The following fields must be completed:
          • Schedule before membership expires. Options include:
            • Minutes
            • Hours
            • Daily
            • Weeks
            • Months
          • Time. Options include:
            • At the due time
            • At a specific time: Enter a specific time that the notification should be sent in HH:mm:ss format.
          • Notification template: Select the desired notification template from the drop-down menu. Additional lines can be added or removed by clicking the plus or minus buttons to the right of the Notification Template column.  Refer to Membership Expiry Reminder for more information. 
  3.  Click Save.

Copy membership policies 

  1. Click the Policy Name you want to copy.
  2. In the top right corner, click Copy. The copied policy appears.
  3. Enter a policy name and edit any additional fields.
  4. Click Save.

Delete membership policies

Policies cannot be deleted if they are in use.

  1. Click the Policy Name you want to delete.
  2. In the top right corner, click Delete.
  3. On the Confirm window, click OK.

Related policies 

Membership policies are used in:

See also: