online customer portal user guide · 2017-04-12 · online customer portal user guide print...

Online

Customer

Portal User

Guide

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YMCA NSW

Online Customer Portal User Guide

Table of Contents

Logging into the Customer Portal for the first time ................................................................................................ 3

Updating Contact Information ................................................................................................................................ 6

Paying an Outstanding Balance ............................................................................................................................... 8

Update Direct Debit Details for Memberships ..................................................................................................... 10

Print Purchase History ........................................................................................................................................... 12

Renewing or Purchasing Additional Memberships ............................................................................................... 13

FAQ - Customer Portal .......................................................................................................................................... 15

Q1. What is my log in or password? ..................................................................................................................... 15

Q2. Where do I go to log into the customer portal? ............................................................................................. 15

Q3. I want to change my direct debit details can I do this online? ....................................................................... 15

Q4. I need to reset my password for the customer portal, how do I do this? ...................................................... 16

Q5. How do I update my surname in the customer portal? ................................................................................. 18

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YMCA NSW


Logging into the Customer Portal for the first time

1. Go to: http://www.ymcansw.org.au/who-we-are/locations and search for your local YMCA

2. Click the ‘Log In’ Button

http://www.ymcansw.org.au/who-we-are/locations

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YMCA NSW


3. This will now load the customer portal log in page, enter your email address as your log in and

default password is set to ‘YMCANSW’ *unless you are a new member that joined online, this will be the

password you selected, then Click ‘Login’

4. After logging in for the first time you will be emailed a ‘Password Retrieve Code’. Enter this below and

click ‘Continue to change password’

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YMCA NSW


5. Change your password as below. Agree to the Terms and Conditions and Click ‘Continue’

6. You will now be logged into the Customer Portal as below, if you have any questions or problems

logging in please contact your centre. Centre contact information can be found below:



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YMCA NSW


Updating Contact Information

1. Go to My ProfileMy Profile

2. This section enables you to:

Upload a photo as a profile picture

Edit Profile

Change Username (must be an email address)

Change Password

3. Click ‘Edit Profile’

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YMCA NSW


4. Here you can edit the contact information listed on the left hand menu:

5. After editing click ‘Save Profile’

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YMCA NSW


Paying an Outstanding Balance

1. If a member has an outstanding balance for a class or a memberships, they now have capacity to pay this online. After logging in to the customer portal a message will display at the top of the page as below:

2. Click ‘here’ and the below will display with the details of the outstanding payment(s):

3. Click ‘Confirm and Pay’

4. Payments can only be made from a credit card, enter details and click ‘submit’

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YMCA NSW


5. After Processing, it will return to the ‘My Account’ page and display ‘Payment Successfully Made’ as below:

You will notice there is no outstanding and the purchase history has been updated

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YMCA NSW


Update Direct Debit Details for Memberships

1. Log into your customer portal and go to My ProfileMy Account

2. Click ‘Update My Direct Debit Details’

3. Click the ‘Actions’ icon

4. Once read the terms, click the tick box listed and click ‘Update Creditcard Details’ or ‘Update Bank Details’

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YMCA NSW


Credit Card:

OR Bank Account:

5. Enter Details and click ‘Submit’

6. You will see the below message, ‘Debit Details Successfully Updated’

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YMCA NSW


Print Purchase History

Note: this is restricted to the last 90 days only

1. Log into your customer portal and go to My ProfileMy Account

2. Go to ‘View last 90 Days’

3. You can now view the last 90 days of purchases, if you wish you can export this to a CSV file:

e.g.

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YMCA NSW


Renewing or Purchasing Additional Memberships

1. Go to Buy OnlineMemberships

2. Click on ‘Buy’

3. Enter a Start Date and click ‘Confirm Membership’

4. Enter Card information and Click ‘Submit’

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YMCA NSW


5. The member screen will now update with all active memberships including the membership

purchased

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YMCA NSW


FAQ - Customer Portal

Q1. What is my log in or password?

Answer: If you are an existing member of your local YMCA, the email provided when you joined the facility is your default log in and the default password has been set to: ‘YMCANSW’ If you are having further trouble logging in please contact your local YMCA via the link below: http://www.ymcansw.org.au/who-we-are/locations

Q2. Where do I go to log into the customer portal?

Answer: Click the Log in Link below: http://www.ymcansw.org.au/who-we-are/locations Search your local YMCA and click the ‘Log In; Button

Q3. I want to change my direct debit details can I do this

online?

Answer: Yes! You can do a number of things online including:

The log into screen will appear as below.



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YMCA NSW


Q4. I need to reset my password for the customer portal, how

do I do this?

Answer: Click the ‘forgot Username/password’ link on the customer portal

Enter email address and click ‘Retrieve Password’

You will now receive a password code to your email e.g. below

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YMCA NSW


Enter the retrieval code and Click ‘Retrieve Password’

This will now log you into the customer portal

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YMCA NSW


Q5. How do I update my surname in the customer portal?

Answer: this needs to be done in centre unfortunately and cannot be done online. Please contact your local YMCA below: http://www.ymcansw.org.au/who-we-are/locations


online customer portal user guide · 2017-04-12 · online customer portal user guide print...

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