Member Self-Service Configuration for App & Web

This article will help you navigate through the various settings and options available to you in Software, to tailor the functionalities available for your members in Member App and Web Self Service

Contents

• Accessing Self Service Configuration
• General Options
• Editing Options
• Personal member data
• Impact on the Software
• Contract data
• Further data
• Fast-Finance link

Quick Guide

1. Go to Member Platform / Administration / Self-service

2. Click “Create configuration” or click on the already existing one
3. Customize the settings within the widgets

Accessing Self Service Configuration

You'll find the Self Service Configuration section under Member Platform / Self-service. This is your control center for personalizing the self-service options you offer to your members.

General Options

Within the Self Service Configuration, you'll find the following general settings for your Gym:

• Active: You can activate or deactivate the self-service options here. An active setting means members can access self-service features that are set up within this configuration.
• Create Self service Configuration: This button allows you to create a new configuration for another location or service tier within your gym chain with different settings.

Editing Options

When editing options, you can determine the level of control you have over member data changes:

• Deactivated: The area is completely deactivated and therefore not visible to the member in Member Platform.
• Check changes: Select to review changes before they take effect.
• No changes possible: Lock specific data from being changed by the member.
• Directly apply changes: Choose to automatically accept changes made by members.

Personal member data

Under Member Data, you can manage the data your members can view and edit:

• Personal Data: Decide if members can check and modify their basic personal data.
• Address: Control if members can view and change their address details.
• Contact data: Manage whether members can view and update their contact information.
• Payment method data: Manage, whether a member can update the payment method data

Impact on the Software

The table below shows whether a member's self-service change is applied in the Software, or stays only in their Member Platform profile. Where it is applied, your chosen Editing Options setting still governs the timing: with Check changes you see it before it is applied, with Directly apply changes right after.

Contract data

Member Platform also provides extensive contract management settings:

• Contract data: Show all contracts or select details members can access.
• Contract documents: Turn on or off access.
• Cancellation main contract: Allow members to check the status of their contract termination and cancel the main contract (note: members can have more than one contract following your settings in Software)
• Withdraw cancellation: Members can directly revoke their termination if this is activated.
• Suggest freeze period before cancellation: If a member want's to cancel the contract, you can suggest an freeze period via a message shown in a pop-up in Self Service area.
• Cancellation for Additional module: Additional Modules can be canceled separately from the main contract.
• Freeze periods: define whether a member can request an freeze period via Self Service or not.
• Bonus periods: If a member has got a Bonus period e.g., from the Member rewards program, you decide, whether the start date should be monthly or individual.
• Voucher Code: redeem voucher code? Decide whether the member can do this via Self Service or not.

Further data

Under Further data, further customization is available:

• Member Account: Enable a detailed view of the member's account.
• Studio Invoices: Members can view and manage their studio invoices.
• Consumption credit: Control if members can view and top up their consumption credit.
• Notification for access restriction: Activate to show notices regarding access restrictions.
• Check in history: Show the information for past check ins in the Self Service area

Fast-Finance link

What is the Fast-Finance Link

The Fast-Finance Link is a link you can send to members so they can, depending on the configuration, pay outstanding debts and/or update their payment method in the member account. If Finion Pay is not activated, the feature is typically limited to updating the payment method (see the info banner in the Fast-Finance Link area).

Prerequisites

• Member Platform is active.
• For payment-based functions (e.g., credit card/PayPal via the link): Finion Pay is active.

Active steps and order

Define the order in which members go through the steps. Typical options are:

• Payment of open debts → Payment method update: First pay outstanding debts, then update the payment method (recommended).
• Payment of open debts only: Only pay outstanding debts.
• Payment method update → Payment of open debts: First update the payment method, then pay outstanding debts.
• Payment method update only: Only update the payment method.
• Deactivated: Link without any function.