Configuring Membership Type Folio Message

Note:

If a reservation has more than one membership program selected, the Folio Message only generates for the primary membership type of each membership class. The MEMBERSHIP_FOLIO_MESSAGE data element must be added to folio templates.

Editing Membership Type Folio Message

  1. From the Administration menu, select Client Relations, Membership Management, and then Membership Types.

  2. Enter search criteria, then click Search.

  3. Select the membership type and click the vertical ellipse Actions menu and select Edit.

  4. Click the Folio Message link.

  5. Click Edit and complete the following:

    1. Print Folio Message On Confirmation: Select check box to generate the folio message on confirmations. The MEMBERSHIP_FOLIO_MESSAGE data element must be added to confirmation templates.

    2. Member Folio Message: Enter text and insert merge fields to output on the folio at settlement.

      1. Select a from these merge codes and click Select to insert at the cursor location.

        1. MEMBERSHIP_CARD_NO

        2. MEMBERSHIP_LEVEL

        3. MEMBERSHIP_TOTAL_POINTS

        4. MEMBERSHIP_BASE_POINTS

        5. MEMBERSHIP_BONUS_POINTS

        6. MEMBERSHIP_MISC_POINTS

      2. Manage Translations: Click to add translation of Member Folio Message for each language. Copy and paste the Member Folio Message text (with merge codes) and update text as needed. (Available when the Multi-language OPERA Control is active)

  6. Click Save.