Basic General Membership Information

How do I run a report on my Memberships?
1. Mouse over to the “Workspace”, mouse down to “General Membership” and select “Memberships”.  2. Once there select Actions  3. Select “Print Membersh...
Wed, 24 Mar, 2021 at 3:05 PM
What is a Membership?
Membership is a feature that allows your constituents to sign up for a Membership to your organization for a set cost and expiration date. There are a vari...
Wed, 2 Feb, 2022 at 1:57 PM
What is a Primary Contact?
The Primary Contact is considered the first person to sign up for a multi-member Group Membership for your organization. For example, in a Group Membership,...
Wed, 2 Feb, 2022 at 2:13 PM
What Types of Memberships can I create?
Through the setup of your membership, you can create single constituent Memberships that can be offered to single Individuals or a single company. You can c...
Wed, 2 Feb, 2022 at 2:00 PM
What is a Group Membership?
A Group Membership is any membership that contains multiple constituents connected under the same transaction. In the setup of any Membership Level, you can...
Wed, 2 Feb, 2022 at 2:01 PM
What is a Gift Membership?
Gift Membership is a setting that can be turned on during the setup of your Membership form and can allow for one Constituent to purchase a membership for a...
Wed, 2 Feb, 2022 at 2:01 PM
What Membership Expiration options are available?
Within the setup of a Membership Level, 5 individual settings relate to the Expiration of a Level. You can allow for a monthly membership or set a membershi...
Wed, 2 Feb, 2022 at 2:03 PM
What is a Rolling Membership?
A Rolling Membership is enrollment in a Membership Level that can continue to be purchased and renewed repeatedly and the expiration date will always be set...
Wed, 2 Feb, 2022 at 2:04 PM
What is a Hard Membership?
A Hard Membership is enrollment in a Membership Level that use a specific preset date for all the Members under that Level to expire on. This in not a Membe...
Wed, 2 Feb, 2022 at 2:06 PM
What are the Menu options under the Membership module?
Under the Membership module, you will find 5 menu options. Below is a description of each option listed.   Memberships – Showing both a Summary and Detail...
Fri, 20 May, 2022 at 11:52 AM