This article will guide you through viewing and understanding the Amenity Log on a client's profile in ClubReady. The Amenity Log allows you to see when an amenity was added or removed, the date the change occurred, and how it was made.
Content:
- Before You Begin
- How to View the Amenity Log
- Understanding the Updated By Column
- Frequently Asked Questions
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: General - Can Access Client Options
How to View the Amenity Log
Navigate to the Prospects or Members tab, search for and select the desired client, then go to All Detail > General > Amenities. Click the View Amenity History link displayed under the client's name. A popup will appear showing the full amenity log for that client.
Understanding the Updated By Column
The Updated By column identifies how an amenity was added or removed from the client's profile. There are three possible sources:
- Staff Member — The amenity was manually added or removed by a club staff member with the appropriate permissions. The column will display the staff member's first name, last name, and staff ID.
- Automation Rule — An automation rule was triggered by a specific condition and removed or added the amenity automatically. The column will display the name of the automation rule and its rule ID.
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System Admin — The amenity was added or removed automatically by the system. This occurs in two scenarios:
- A sales package is configured to assign an amenity when sold. When the package is purchased, the amenity is added and will display as added by System Admin.
- If an amenity is part of a purchased package and is removed from the client's account, the system will automatically restore it when the client's next invoice is paid. This will also display as being added by System Admin.
Frequently Asked Questions
Q: Can I tell which staff member removed an amenity from a client's account?
A: Yes. If the amenity was manually removed by a staff member, the Updated By column will display their first name, last name, and staff ID.
Q: Why does an amenity keep getting removed and re-added on a client's account?
A: This may be caused by an automation rule that is triggering the removal based on a specific condition. Check the Updated By column in the Amenity Log to confirm whether an automation rule is responsible. If so, review the rule configuration under Setup > Automation > Automation Rules.
Q: Will the amenity be restored automatically if it is removed while a client has an active package that includes it?
A: Yes. If an amenity is part of a purchased package and is removed from the client's account, the system will automatically restore it when their next invoice is paid. This will appear in the Amenity Log as being added by System Admin.