Basic Membership Information
1. Mouse over to the “Workspace”, mouse down to “Membership” and select “Memberships”. 2. Once there select Actions 3. Select “Print Membership Repor...
Thu, 5 Jan, 2023 at 3:57 PM
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
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
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
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
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...
Thu, 13 Oct, 2022 at 1:11 PM
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
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
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
Under the Membership module, you will find 7 menu options. Below is a description of each option listed. Memberships – Showing both a Summary and Detail...
Thu, 5 Jan, 2023 at 4:00 PM