Memberships & Packages 🗂️
"Memberships" are lesson packages sold to a client with a fixed structure. This section is located in the client's profile and consolidates all information about purchased packages, their usage, and payment status.
Memberships are filled in automatically when attendance is marked in the journal and are sorted from oldest to newest. If necessary, data can be manually adjusted and saved.
📋 Appearance and Structure
Each membership in the list is displayed as a card:
The Memberships section contains 3 areas:
- A program selection area (e.g., "Bunny Goes to Kindergarten", "Speech Launch/Logomassage", "Speech Therapist 7-12y")
- A memberships area with details:
- Who added it and when
- Invoice number (IN241228751)
- Number of used lessons / total lessons (6 / 6)
- Price per lesson (21.33 BYN)
- Total amount (127.98 BYN)
On the right, an area that displays unpaid lessons or their absence.
🎨 Color-Coded Attendance
Each lesson within a membership can have a color status and a date indicating when it was conducted. These correspond to the colors in the journal. The colors help to visually assess the situation for each membership without opening additional windows.
↔️ Drag-and-Drop: Transferring Between Memberships and Unpaid Lessons
Why is this important? Sometimes a lesson is mistakenly linked to the wrong membership, or you decide to redistribute attendance. You can drag a lesson from one membership to another directly in the client's interface using drag-and-drop.
How it works:
- Select a lesson (or an unpaid visit) in a membership card.
- Hold down the left mouse button and drag it to another membership card.
- Release the button—the system will prompt for confirmation.
- Once confirmed, the lesson will be permanently transferred.
This is especially useful for correcting tracking errors and working with unpaid lessons, which you can "link" to the correct membership.
🎯 Program Selection
If a client attends multiple programs, they will all be displayed in the memberships section. When an invoice is issued, a new membership is created and linked to the program for which the invoice was issued. The program determines details such as the name and the base lesson cost.
🔄 Automatic Filling from the Journal
How it works in practice:
- An administrator or teacher marks attendance in the class journal.
- The system automatically determines which of the client's memberships this lesson belongs to.
- A new visit appears in the membership card, and the counter for used lessons increases.
- If the membership is exhausted (e.g., 6/6), the next visit will be marked as unpaid.
- When a new invoice is issued for this program, all accumulated unpaid lessons will be immediately linked to the new membership.
All changes happen in real-time—you don't need to duplicate data manually.
📌 Display Order: From Oldest to Newest
Memberships in the client's profile are sorted by creation date (or first purchase date) from oldest to newest. The lessons within the memberships are also sorted by date.
This allows you to:
- View the client's history from their very first membership
- Easily analyze trends
💾 "Cancel" and "Save" Buttons
In edit mode, the standard actions are available:
- "Save" – applies all changes.
- "Cancel" – reverts to the last saved state.
Memberships in GulliverCRM are a flexible tool for managing packaged services that automates routine tasks, gives you full control, and allows you to correct errors in a couple of clicks or with a single drag-and-drop. 🗂️
