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1. Navigate to Admin > Settings > General Club Settings.

2. Navigate to the “Finance” Tab.

   

3. Complete the “Tokens” section:

   

   1. Term used for a payment token: Set the name of each token, such as coin, or point.

   2. Low Token Warning Threshold: If set, an email (Auto-generated Email “TOKENS_LOW”) will be sent to the user when their Token balance is less than or equal to this threshold. Whether it is set or not, an email (Auto-generated Email “TOKENS_NEGATIVE”) will be sent to the user when their Token balance drops below 0.

   3. Maximum Token Overdraft: Set the number of Tokens that each user can go below 0. For example, if you enter 10, each user’s balance can go as low as -10 Tokens.

   4. Token Value: You can assign a monetary value to each Token if you want users to be able to spend their Tokens on anything in their basket. This will often be used as a part payment, with the remaining balance to be paid for by another payment method. If not set, users will only be able to pay for items pre-set with a Token cost, see below.

   5. Time to expiry of transferred Tokens: When Tokens are transferred between users, they will expire after the number of days set here. If blank, the transferred Tokens will not expire.

4. Save Changes: Once happy with the details, click “Save Changes” to apply them.

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Token Amendments

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1. Navigate to Admin > Finance > Browse Token Transactions.

2. Click “Add Amendment”.

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3. Complete the wizard:

   

   1. Token Account: Start typing the name of a user and select it from the dropdown.

   2. Time: Set the time and date the amendment should take place.

   3. Description: Enter a short description of why the amendment is being performed.

   4. Amount: Enter the amount of Tokens to be added to or removed from the user’s balance using positive or negative numbers as appropriate.

   5. Expiry Date: If crediting a user with tokens, enter when these Tokens should expire. If left blank, these Tokens will not expire.

   6. Notes: Enter any notes regarding the amendment.

   7. OK: Once happy with the details, click “OK” to make the amendment.

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1. Navigate to the user’s profile.

2. Click “Token Transactions” to jump down to the correct section.

   

3. Click “Transfer”.

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4. Complete the wizard:

   

   1. To Member: Start typing the name of the receiving user and select it from the dropdown.

   2. Amount to transfer: Enter the number of Tokens to be transferred. This must be less than or equal to the user’s current balance.

   3. Comments: Enter the reason for the transfer, and any other comments.

   4. Transfer: Once happy with the details, click “Transfer” to perform the transfer.

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1. Navigate to Admin > Finance > Browse Token Transactions.

2. Click “Bulk Award Tokens”.

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3. Complete the wizard:

   

   1. Mode: Select to choose your members individually or from a Member List.

   2. Members: Select the Member List from the dropdown, or start typing the names of users and select them from the dropdown.

   3. Time: Set the time and date the amendments should take place.

   4. Description: Enter a short description of why the amendment is being performed.

   5. Amount: Enter the amount of Tokens to be added to each user’s balance using positive or negative numbers as appropriate.

   6. Expiry Date: If crediting a user with tokens, enter when these Tokens should expire. If left blank, these Tokens will not expire.

   7. Notes: Enter any notes regarding the amendment.

   8. OK: Once happy with the details, click “OK” to make the amendment.

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1. Navigate to Shop > Browse Club Shop.

2. Click “Add Product”.

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3. Navigate to the “Pricing” tab.

   

4. Complete the “Token Reward” section:

   

   1. Tokens per unit: Set how many Tokens the user is purchasing at a time.

   2. Token Expiry: Set how many days after purchase that these Tokens will expire. If blank, the Tokens will not expire.

5. Complete the rest of the wizard.

6. Click “Save” to add the new Token product to the Shop.

   

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1. Navigate to Bookings > Admin Booking Systems.

2. Click “Configure” next to the Booking System you want to edit.

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3. Click “Edit” next to a Bookable Asset Types, or click “Add Bookable Asset Types” to create a new one.

   

4. Complete the wizard:

   

   1. Costs Apply: Select “Yes”.

   2. How members can pay: Select “With Tokens”. You can either select or deselect “With Money”.

   3. Token Cost: Enter the cost of each Booking in Tokens. This can be adjusted in the Booking Rules.

   4. Complete the rest of the wizard.

   5. OK: Once happy with the details, click “OK” to save the Asset Type so it is ready to use.

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1. Navigate to Shop > Browse Club Shop.

2. Click “Add Product”.

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3. Navigate to the “Pricing” tab.

   

4. How can members pay for the product: Select “With Tokens”. You can either select or deselect “With Money”.

   

5. Token Cost: Set how many Tokens the product will cost.

   

6. Complete the rest of the wizard.

7. Click “Save” to add the new product to the Shop.

   

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1. All Token transactions can be viewed at Admin > Finance > Browse Token Transactions. You can sort, filter, and add and remove columns to narrow down the list. You can also save Views to refer back to later.

   

2. You can view a user’s Token transaction history from their profile. The most recent transactions are displayed there, but a full list can be seen by clicking “Manage” to the top right of the table.

   

Refund Unused Tokens

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