Preparing for Renewals

To prepare for renewals you will need to take the following steps:

Preparing for Membership renewals

a) Go to Membership section
b) Filter by Type and select a membership type
c) Check for any Memberships that need to be renewed to a different type due to age limits or other constraints. If you find any that need to be renewed to a different type, select these and use the action menu to select 'Lock to...' and then select the new Membership Type and Period to which they should be renewed.
d) When you have locked all the memberships of a particlar type that are going to be changing you can select the remainder of that type that need to be locked and use the 'Lock to suggested renewal' 
e) Repeat this process for each Membership Type

Preparing for Berth Allocations

a) Go to Berth Allocations
b) Filter by Group
c) Select all Allocations that you wish to offer renewals and use the action menu to select either 'Lock to Renewal' or 'Lock to Repeat'

'Lock to Renewal' is the default method and this is used to renew from the end of the current period for another year.
'Lock to Repeat' should be used if you want to renew a shorter term stay for the same dates in the following year. This is best used for 'summer' allocations or similar non-annual allocations.

Preparing for Resource Allocations

a) Go to Resources > Allocations
b) Filter by Group
c) Select all Allocations that you wish to offer renewals and use the action menu to select either 'Locked to best guess' or 'Lock manually...'

'Lock manually' allows you to select a different Slot or period.

Last updated 17:16 on 6 July 2024