Memberships
Configure memberships, create a new member, member renewal online, membership directory, membership status, deceased primary/associated member, username and shared email, retention plan
- Should we offer Quarterly Membership Payments?
- How to set up Membership settings? - Member Manager
- How to activate and to customize auto templates? - Member Manager
- Member Manager monthly tasks
- Process for a member
- How to create a New Member?
- How to Associate Members?
- How to create a Household Membership?
- How to set up two household members with a Shared Email?
- How to set more than one Associated Member within a Household Membership?
- How to renew your membership online, one-time payment?
- How to set up a new membership type?
- How to update your credit card for monthly payments?
- How to renew your membership with ACH (Automated Clearance House)?
- How to configure your monthly payments with ACH?
- How to cancel your monthly subscription?
- How to delete your bank account information?
- How to make a new payment?
- How to refund a payment?
- How does an Admin or a Members Manager enter a one time payment for a membership?
- How does an Admin or a Members Manager enter a monthly payment for a membership?
- Which links may a Member Manager send directly to a member?
- How to configure Membership Types?
- What are the Membership Status options ?
- How to proceed when a member is deceased?
- What is the Members Directory?
- Formal Retention Plan for Members
- How to activate Hub and Spoke?
- How does the Pay tab work?
- How to Upload Templates for Tax Deductible Donation Report?