Create a Meal Plan Account

Create a Meal Plan Account

Many FullCount communities track allowanced resident transactions using meal plans. If your community offers meal plan options, a meal plan account must be created for each resident. If a couple at your community would like to share a meal plan, both residents can be added to the same account.

*NOTE: If the resident has not yet been setup as a customer in FullCount, see the instructions HERE.
 

Create a New Meal Plan

To create a new meal plan, follow the steps below:

  1. Select the Admin Center button.
     
  2. Select the Customers tab.
     
  3. Choose the Accounts subtab.
     
  4. Click the New Account button.
     


 

*NOTE: New plan Account Numbers are automatically generated by FullCount.

  1. Select the desired Plan from the drop-down menu.
     
  2. Enter the Effective Start Date. Do not enter an Effective End Date.
     
  3. Search for the Customer by last name.
     
  4. A Billing ID will auto-populate from the resident’s charge account. If it does not, manually enter one for the resident.

*NOTE: If a couple is sharing this plan, see steps 5-7 of the section below to add another resident to this plan.
 


 

  1. Click Save and Close.

The resident’s new meal plan is now created.

 

Add a Resident to an Existing Plan

If a couple wishes to share a meal plan and one of them already has one, the other resident can be added to the existing plan. To add a resident to an existing plan:

  1. Select the Admin Center button.
     
  2. Select the Customers tab.
     
  3. Choose the Accounts subtab.
     
  4. Search by last name to find the desired account, then click the Details button on the left.
     


 

  1. Click the Add button under the Customers Linked to this Account section.
     
  2. Search for the new Customer by last name.
     
  3. A Billing ID will auto-populate from the resident’s charge account. If it does not, manually enter one for the resident.

*NOTE: Plan accounts can only have one assigned billing ID. If the customers have different resident billing IDs, manually re-type one to match the other.
 


 

  1. Click Save and Close.

The resident is now added to the meal plan. Transactions will now be applied to this plan for both residents.


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