An Inactive Account Type vs Inactive Account vs Closed Account

Modified on Tue, 02 Apr 2024 at 11:53 AM

Quick Answer

Inactive account type = this is just an account type that the pool admin had named 'inactive', she could have named it "Skip A Year" or "Sabbatical". (You may want to think of a different name so that you don't get confused) The members in this account type function as any other members would function. They have all of the 'rights and privileges' that any other member would have from a systems perspective. The pool admin, board members and the team at your front desk, need to know how to handle these people if they come to the check in at the front desk.

vs. making accounts inactive = This keeps the member from being able to log into their own account. Because of this the member MUST go the board or Membership person to ask for permission to come back. There is no bulk update on this setting, it is set manually.

vs closing their account. = They are closed. The member is in a special account type (called closed). Every club has this account type. Members here as considered former members and have no rights or privileges at the club. Their login is removed. They do not get uploaded to Mail Chimp. Member Splash only saves some history on them in case the pool admin needs it.

Details

'Inactive' account type

This is just an account type that the pool admin had named 'inactive', she could have named it "Skip A Year" or "Sabbatical". Members are in the system. They function as any other members would function. They have all of the 'rights and privileges' that any other member would have from a systems perspective.

We recommend that you not use the name "inactive" for your account type. It generally causes confusion both with the other features that Member Splash has in place, as well as for future board members. Try using a name like "Sabbatical" or "Gap Year"

Many clubs allow their members to take a year off from the pool and still retain their bonds and status. Often they pay a minor fee to be in this account type. The pool admin, board members and the team at your front desk need to know how to handle these people if they come to the front desk.

Making an account inactive

This keeps the member from being able to log into their own account. Because of this the member MUST go the board or Membership person to ask for permission to come back. There is no bulk update on this setting it is set manually.

1. In this example acct#38 is set to Active = Yes. This needs to be changed to Inactive, so that she cannot log in.

Go into the account and change the Account Status to 'Inactive '

2. She still has an account with the pool and all of her information is intact however and she will get this message.

Closing the account

When you decide to closed an account, go to Membership > Accounts, then locate the account and click the “Close” button.

The members in a closed account has no rights and privileges. They do not get uploaded to Mailchimp. Member splash only saves some history on them incase the pool admin needs it.