Entering Member Information for an Individual Member

Use the following procedure to enter membership information for an individual member.

To enroll an individual member

1. In the Individual Member Details - I view, complete the member information fields. Some fields are described in the following table.

   Field	Section in Form	Description
   Contact First Name and Contact Last Name	Member Information	Select an existing contact or enter a new one. You can associate one or more contacts with a member. When you select the appropriate contact in either of these fields, the name is entered in both fields.
   Corporate Member	Member Information	If the member type is individual, then you can select a Corporate Member if applicable.
   Referred By and Relationship	Member Information	If applicable, then select the name of the member who referred the new member, and then select the relationship between these two members.
   Partner Source	Administration Information	(Optional) Choose a channel partner.
   Enrollment Channel	Administration Information	Choose from Web, MSR, External Service Provider, or Partner.
   Receive Partner Promos and Receive Promos	Administration Information	Select this check box to receive partner promotions, and indicate the type to receive.
   Statement Method	Administration Information	Choose the means of receiving statements.
   Number (#) of Children	Administration Information	Specify the number of children.
   First Name, Middle Name, Last Name, and so on	Contact Details	Some fields are populated with details from the Member Information section. Enter further personal information about the contact’s gender, birthdate, and honorific.
   Member Number (#), Name, and so on.	Referrals	If applicable, then enter details about the member who referred the new member.
   Program	Membership Scheme Price List	Choose the program to enroll in.
   Payment Mode	Membership Scheme Price List	Choose a payment mode.
   Pay	Membership Scheme Price List	Specify the payment amount for new members.

2. Click Next, and provide further details about the member in the Individual Member Details - II view. Some fields are described in the following table.

   Field	Section in Form	Description
   Lounge End Date	Member Information	If this membership is a lounge purchase membership, then specify the end date.
   Primary	Personal Address	Select this check box if this address is the primary address.
   Address Type	Personal Address	Specify if this address is a Home, Business or Alternate address.
   Address Line 1, and so on	Personal Address	Enter the details of street, city, and so on.

3. (Optional) In the Credit Cards section, where any existing information is displayed, you can add a new record to the list, and enter information about the member’s credit cards. Two scenarios are possible:

   • Individuals supply their own credit cards.

   • Companies supply a corporate credit card and the name of the employee who has the card.

   This credit information is used as the default payment method for transactions requiring payment. For more information about credit card payments, see Siebel Order Management Guide.

4. (Optional) In the Hobbies section, add one or more new records to the list, and enter information about the member’s hobbies.

5. (Optional) Enter information about how to contact the member by phone, email, fax and SMS.

6. Click Next, and provide further details about the member in the Individual Member Details - III view:

   • (Optional) Enter the member’s preferences for airline, hotel and rental car.

   • Enter the member’s passport details.

   • Enter details of an emergency contact person for the member.

   • (Optional) Enter the member’s favorite travel destinations.

   • (Optional) Enter the member’s frequently travelled routes.

7. Click Next.

   The Member Details view summarizes information about the member, the transaction, and the payment.

8. Click Finish.

When you select an account membership scheme, you can enroll an account member.