Membership Form Setup
The setup for a new membership form or editing an existing one can be found by navigating to the Membership Pages screen. (Workspace>Membership>Member...
Thu, 5 Jan, 2023 at 4:07 PM
The Membership Acknowledgement step is the first step in the process of creating a Membership form. Here you can insert a Name for your membership form as w...
Fri, 4 Feb, 2022 at 9:50 AM
The layout of the “Membership Settings” tab has been updated for better workflow. Each setting has been given a tool tip that displays when you scroll ove...
Mon, 20 Nov, 2023 at 11:41 AM
The Membership Setup is the third step in the creation of a membership form. Here you will create the different levels of membership that constituents can s...
Fri, 4 Feb, 2022 at 11:08 AM
Yes, while a person is registering for a Membership they can now upload a document for each member. During the setup of your Membership form on the Membersh...
Tue, 25 Jan, 2022 at 1:17 PM
Yes, if a Member chooses to Pay Later during their transaction a Invoice can be automatically generated for the owed balance. Within the setup of the member...
Tue, 10 Oct, 2023 at 2:04 PM
The Membership Pages grid will allow you to set up, manage and edit your online Membership forms. Any forms previously created will be displayed on the grid...
Thu, 3 Feb, 2022 at 9:20 AM
Add-Ons are additional items that can be purchased alongside a Membership Level. Examples of Add-Ons could be optional fees for items like lockers or other ...
Fri, 4 Feb, 2022 at 11:11 AM
Membership Levels are levels made available for your constituents to enroll in. Each Level would have its own Name and will be how you organize your members...
Fri, 4 Feb, 2022 at 11:12 AM
Membership Styling is the fourth step in the setup form and will allow you to customize the look of your membership form. Divided into 6 sub-tabs you can up...
Fri, 4 Feb, 2022 at 11:15 AM