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Online Customer Portal

User Guide

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The Y NSW Table of Contents

Online Customer Portal User Guide 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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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 Y

2. Click the ‘Log in’ button

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

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

5. After editing click the last button available ‘Save Profile’

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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’ button at the bottom of the page

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

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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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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 on the far right

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

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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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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 (See below for website view and download file example)

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

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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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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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Enter the retrieval code and Click ‘Retrieve Password’

This will now log you into the customer portal

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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