![The Most advenced CLUB MANAGEMENT SOFTWARE [ SGS ]](/images/en/SGS.jpg)
1. Open the CLIENTS tab and click client information – new or go on
and type CL1
2. Fill in the appropriate data in the following window appearing on the top bottom. You must fill the information requested on the four tabs: Contract, Segment, Financial and EFT.
Contract:
For general information. To enter more than a telephone number, press
Segment:
For further reports, if you created custom fields they will be shown here.
In REFERENCE, if you select CENTER, click on
and select the proper center.
In REFERENCE, if you select MEMBER, click on
and select the proper member.
Financial:
Select the province or state from which the contract belongs for taxes applications.
If the contract is paid by a sponsor, select the appropriate sponsor.
EFT:
Electronic funds transfer
These are the payments mode for the customers
For pre-authorized debit write down the bank information
For credit card further payments write down the credit card information.
Note: You can have unlimited bank accounts and credit card information as you want.
If you do not have RFID cards:
Click on
in order for the system to generate automatically a new tag
If you have RFID cards:
You have 2 choices:
1) Simply enter the tag manually
2) Scan the RFID card assigned to the member with the scanner .