Membership Module

Duration: approx 20 minutes

Welcome to the members module. Click on the lessons below to learn how to manage your memberships.

Learn how to add a new member to your database.

Learn how to add a member to a membership group (category).

Step through the wizard to bulk renew memberships, create invoices and payment plans.
Set up automatic renewals and invoicing.

Learn how to change a member’s group/category part way through the membership period, automatically creating prorated invoices and credit notes.

Learn how to end a member’s group, automatically creating prorated credit notes.

Learn how to resign and reinstate members.

Learn how to add and edit notes for a member, tag members and upload documents.

Upload a profile photo for a member

Task bars prompt the next step in the workflow