Membership Module User Guide
This article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...
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operations16
- Feb 27
- 1 min
Create Membership Package
1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for...
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operations16
- Feb 21
- 2 min
Add Members
You are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...
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operations16
- Feb 15
- 1 min
Using the Actions Menu to Interact with Your Memberships List
Once a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'...
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operations16
- Feb 14
- 1 min
Automatic Membership Cancelation
Maintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...
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operations16
- Feb 11
- 1 min
Distribution Lists
If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
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operations16
- Feb 8
- 1 min
System Managed Distribution Lists
Some Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...
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operations16
- Feb 5
- 1 min
Filtering memberships
If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
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operations16
- Jan 31
- 1 min
Using Notification Rules to Schedule Emails for Memberships and Events
Using the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or...
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operations16
- Feb 8, 2022
- 1 min
Member Package
Each year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...
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