ActiveNet

On this page you will find everything you need to be successful in using ActivenNet!


What is ActiveNet?
ActiveNet is the software that URI Campus Recreation uses for memberships, POS, online registration, in person registration, equipment and locker rentals, etc. It is one of the key things that help Campus Recreation run.


Main Objectives:

• Execute swiping students, faculty/staff, and community members into the building, while checking to see if they have membership
• Demonstrate equipment lending and locker rentals through ActiveNet
• Sign patrons up for a membership or register them for a class
• Implement the Id policy, charging them a no ID fee through ActiveNet
• Operating the POS for daily swim or daily facility passes

https://anprod.active.com/uricampusrec/servlet/adminlogin.sdi

Validating membership passes or alternate keys

Use the Pass Validation page to validate customer passes or alternate keys and allow customers to gain access to a facility entry point. You can validate passes and alternate keys manually or allow valid passes to validate automatically after a timed countdown.

1. Go to Front Desk.
2. In the side-bar, click Membership and select Pass Validation.
3. Search for the pass number, customer, or alternate key that you want to validate.
4. For each section on the Pass Validation page, see Pass Validation User Guide.

Transferring an enrollment

To transfer an enrollment:

1. Go to Front Desk > Registration > Transfer.
2. On the Transfer Enrollment page, enter criteria that you want to use to search for the transaction or the customer that you want to transfer.

3. Click Submit or Search.
4. If necessary, select the customer with the enrollment that you want to transfer.

5. In the Select Transaction for Activity Transfer page, click the Description of the enrollment that you want to transfer.

6. In the Find Activity To Transfer Into section, search for and select the activity that you want to transfer into.

1. Click Refund.

1. Click Enroll and Pay.

Enrolling a customer from a waitlist

To enroll a customer in an activity from a waiting list, follow the steps below:

1. Go to Front Desk > Registration > Enroll from Waiting List.
2. On the Find Waiting List Transaction page, choose one of the following:
• Search for the activity first, then select the customer to enroll from the activity's waiting list.

• Search for the customer who you want to enroll first, then select the waiting list transaction that you want to enroll from.

3. In the Enroll from Waiting List Fees section, select and update the enrollment fees, specify third party billing details, add notes, and select associated teams, if applicable.
4. Click Enroll and Pay.
5. On the Receipt Payment page, select the customer or company who will pay for the enrollment.

6. Select a payment method in the Receipt Payment section.

7. Click Pay & Finish.
8. Either print the receipt or send it to the customer as an email.

Updating Customer Information

- How to withdraw

Selling a membership

To sell a membership, first search for the customer and membership package, then specify the membership package details and fees. Take payment for the membership to complete the transaction.

1. Go to Front Desk > Sell Membership.

2. On the Package Search page, enter criteria that you want to use to search for a membership package.

3. Click Search.
4. Click the Name of the membership package that you want to sell.
5. On the Customer Search page, enter criteria that you want to use to search for a customer.

6. Click Search.
7. Click the Name of the customer that you want to sell the membership package to.
8. On the Membership Information page, specify the dates and automatic renewal details for the membership package.

1. Click Submit.
2. On the Membership Assignment page (if applicable), select the customer that you want to associate with the membership package.

3. Click Submit.
4. On the Membership Fees page, specify the charges, notes, and/or custom question answers required for the membership package.

1. Click Submit.
2. If you have chosen to apply a payment plan to this membership, confirm payment plan details on the Payment Plan page.
3. On the Pending Receipt page, click Pay.
4. On the Receipt Payment page, select the customer who will pay for the membership package.

1. Select a payment method in the Receipt Payment section.

1. Click Pay & Finish.
2. Either print the receipt or send it to the customer as an email.

Selling Memberships from Class Software into ActiveNet:

Search Customer

Select Customer

Select Adjust Balance

Under Description:  Put in what membership they previously had in Class

Credit Amount:  Price of Membership

Check Box for Debit GL Account?

Previous purchase Class Software should automatically show up

You will not need to fill in any additional information under Staff Notes or Customer Notes.

- It will take you back to the customer you were working on

- You will see there is now a credit on their account

Select <New Membership >

Type in Package name:   You may use whatever description you like (i.e. Fitwell,  Employee, Student, etc.)

Select Package that was sold in Class:   

Effective Date:   Change date to when it began in Class Software

Must Check off:   Not designated Alternate Key Customer

Confirm correct package and price:

Must Check off:   Not designated Alternate Key Customer

Select Customer:  

Select Payment:  Since you are using credit for the full amount, use the $ and it will auto fill in amount.
Pay and Finish

A receipt will come up and you do not need to print, but then return back to customer so you are able to identify the Customer with their Employee ID card.

Click on Customer to return to transaction.  

This step will only be used when a URI Employee has purchased a membership.  There are no alternate key types used for TAC memberships.   

Go to <Actions> tab

Select <Alternate Keys>

<Add New>

- Select through drop down menu the appropriate Type i.e. Employee, etc.
- Type in ID Number from URI ID

Save

You are now able to view the Customer Information; Type; ID#; Current Membership, Expiration date, etc.

When finished with transaction and to begin with a new Customer, “X” out of current Customer and click on Customer Search tab.

Merging Accounts:

Select the Customer that has the correct information.

Select <Actions> tab

Scroll down under Miscellaneous to Merge two Customers  

Type in the person you would like to Merge with:

Click <Search>
Select the correct Customer that you would like to Merge

By selecting the Radio Button you may Merge whatever information you choose.  

Click <Merge>  

Merge has been completed.  

You will be returned to the Customer.