Moso Docs

Overview

Setting up your Back Office is the starting point and most critical portion of integrating myClub into your management system. The information you enter in your Back Office displays directly on your website and shapes the overall message and options you send to your current and prospective members.

You will provide your members with options for:

• Membership Types
• Prospect Tracking
• Lead Source Tracking
• E-mail distribution

The options available in each of the fields come directly from your Conexion (CX) or eClub database, which have already been established.

Permissions for the Back Office Management page can be managed for security purposes at your own discretion.

Finding the Back Office

The Back Office is the starting point and most critical portion of integrating myClub into your management system. The information you enter in your Back Office displays directly on your website and shapes the overall message and available options you send to your current and prospective members.

To find the Back Office:

1. From the myClub user interface home page, press the escape key on the top left corner of your keyboard TWO (2) times.
2. The SiteAdmin page displays.
3. Enter your User Name and password
4. Click LOG IN.
5. The Edit Interface page displays (See Note).
6. Click the Back Office link in the top right corner of the toolbar, above your user interface.
7. The Back Office Management page displays.
   

   A completed Back Office Management page

How to Set Up Your Back Office

The Back Office Management Page is divided into four (4) sections:

1. Membership Types
2. Prospects
3. Lead Sources
4. Notification and Reply To Email

Though the Membership Types and Lead Sources are pulled directly from your database, you select the Membership Types to be displayed on your website and update whether they are renewable, the fee for renewing, and when they are eligible for online renewal.

To Edit the Back Office Management Page:

1. On the Edit Interface page, click the Back Office link in the top right corner of the toolbar, above your user interface.
2. The Back Office Management page displays.
3. In the Enable column in the Membership Types section, select the check box of the memberships you want to enable for new members joining online.
4. In the Allow Renewal column, select the check box of the memberships that are renewable.
5. If the membership is renewable, enter the Renewal Fee in the text box on the same line as the applicable membership. Do this for all memberships that are renewable.
6. Enter the Days Before Expiration and the Days After Expiration a member can renew their membership on the same line as the applicable membership.
   

   Setting up your Membership Types in the Back Office
7. In the Prospects section, select the prospect membership type from the drop-down list.
   

   Selecting the Membership Type you want to use for new Prospects
8. In the Lead Sources section, select the check box of the prospect lead sources that apply to the membership types that will be displayed.
   

   Selecting the Lead Sources for prospects you want available on your website
9. Enter the email address in the Notification Email text box from which the notification of a new or prospective member will be sent.
10. Enter the email address in the Reply To Email text box of that receives any subsequent correspondence from new or prospective members in response to the notification email.
    

    The Notification and Reply To Email setup
11. Click Save (top left corner of user interface).

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