Skip to main content
Real humans answer · (301) 304-8841 Book a 30-min demo →

Member Management / Accounts

Navigating member accounts

Last modified: ~3 min read

How the account screen is laid out #

Member accounts are split into multiple sections, such as Account and Billing. Each section contains related functions. To navigate between sections, scroll down the page or click the icon for the section you want from the left sidebar.

Header bar #

The bar at the top of the account page holds at-a-glance information that stays visible as you scroll:

  • Name: the member's name plus their home club location. Useful when you are viewing a member from a reciprocal club.
  • Account ID: the member's account number. This does NOT display the member's alternate account number if there is one.
  • Status: the member's current account status. Indicates whether the member is on a Statement account, whether the agreement is open-ended or term, whether the account is paid in full (PIF), or whether the account has been returned. If a returned account has been sent to a third-party collections agency, that is indicated here too.
  • Alt Account: the member's alternate account number, if they have one.
  • Card Code: the offer code associated with the member's current offer.
Header bar of a Member Management account showing the member name, Account ID, Status, Alt Account, and Card Code fields.
Persistent header bar at the top of the account screen.

Account Info #

The Account Info section holds basic information about the account and the members on it.

Account Info section of a member account showing basic account fields and the members listed on the account.
Account Info section showing account fields and listed members.

Billing #

The Billing section displays functions related to altering the billing on the account: cancelling, freezing, and changing payment information. This is also where you find and edit information on the member's renewal.

Billing section of an account screen with controls for cancelling, freezing, and editing payment information.
Billing section with controls for cancellations, freezes, payment edits, and renewals.

Transactions #

The Transactions section is where you find information on this account's transactions and add-ons. See Add-ons and charges for adding, editing, cancelling, and removing add-ons.

Transactions section listing recent transactions and add-ons on the member account.
Transactions section listing recent transactions and add-ons.

Attendance #

The Attendance section is where you find information on the member's attendance. You can also manually delete attendance records from here if needed.

Attendance section of an account showing recorded check-ins and a delete control for individual records.
Attendance section showing recorded check-ins.

Member Enrollment #

The Member Enrollment section is used to replace or renew the member's account. See Renew a membership and Replace a membership for the full procedures.

Member Enrollment section showing renewal and replacement options for the account.
Member Enrollment section used to renew or replace the account.

Utilities #

The Utilities section holds smaller additional functions that make changes to the member account, such as uploading a document or adjusting emergency contact information.

Utilities section listing smaller account actions like document upload and emergency contact edits.
Utilities section with miscellaneous account modification tools.

Notes #

The Notes section displays notes for every account change. This is where you find records of changes made by you or your staff, plus records of the member's contact with ASF Customer Service.

Notes section showing a chronological log of account changes and contact records.
Notes section listing account change records and contact logs.

Refunds #

The Refunds section lets you issue refund requests for certain payments made on the member's account. Not all payments can be refunded this way. For returned-payment handling, see Account returns.

Refunds section of an account with a control to request a refund on eligible payments.
Refunds section for issuing refund requests on eligible payments.

Need help? #

Contact your ASF account manager at clientsupport@asfpaymentsolutions.com or (301) 304-8841.

More from Account Workflows

Managing members

Long-form overview of Member Management features for operators.

Member profile

Working with the member profile screen and member-level data.

Search and find accounts

Search for and pull up member accounts in Member Management.