Memberships
This section will describe the options available when creating New/Updating Membership types, Purchasing , Freezing Memberships and Canceling Memberships.
How to Create Membership Types
Membership Topics
- How do you display email addresses and phone numbers when viewing active memberships?
- Pro-rate Options for Membership Purchases
- Membership Service Fees Explained
- Membership Actions - Managing Active links
- Memberships - Term vs. No Term
- Managing Additional Fees on Memberships
Purchase Memberships
- What is the fastest way to purchase a membership for a new member?
- Quick Guide for Purchasing Memberships and General Shape Questions
- Purchase a Secondary Membership
- Prorate from the add user screen when purchasing a membership
- Is it possible to have the system default to a specific billing day when purchasing Memberships?
- Purchase membership from Add user Screen
Canceling a Membership
Freezing a membership
Managing Memberships
- Renewing a Membership
- How to locate members who are not being pulled into the EFT draft
- How do you add a service fee to a membership that has already been purchased?
- Adjust Membership
- Searching For a Simple Add-On
- How to add a sales rep after the membership has been sold