How to Create a Club Membership Pool in SimpliTrain

How to Create a Club Membership Pool in SimpliTrain

A club membership pool allows organizations to allocate memberships for learners within a specific company. Before creating a club membership pool, ensure that both the company and the club are already set up in the system.

Steps to Create a Club Membership Pool

1. Navigate to the “Create Club Membership Pool” Page
   1. From the main menu, select the “Create Club Membership Pool”
      
      
   2. You will be redirected to the Create Club Membership Pool
2. Select the Club
   

In the Basic Information (1) section, click on the Choose Club (2) button to open the club selection popup.
Select the desired club for the pool.

3. Provide a Name
   1. Enter a unique and descriptive name for the club membership pool.
4. Select the Company
   1. Click on the Choose Company (3) button to open the company selection popup.
   2. Select the company for which this membership pool is being created.
5. Set Membership Dates
   1. Specify the Start Date and Expiry Date for the membership pool.
6. Define Pool Size
   1. Enter the total number of memberships available in the pool.
7. Set Payment Details
   
   1. In the Payment Section (4), select Invoice (5) as the payment type.
   2. The previously created invoice for the club membership pool will be displayed. Select the appropriate invoice (6).
8. Add Notes (Optional)
   1. Enter any additional notes or details relevant to the membership pool.
9. Save the Membership Pool
   1. Click the Save button to finalize the creation of the club membership pool.