Membership
Configuring The Membership Module
- Membership Overview and Dashboard
- Membership Level Setup
- Membership Products and Prices
- Auto-Remove Member's Expired Products
- Role Restricted Membership Products
- Auto-Renewing Subscription
- Customising and Managing Your Membership Forms
- Managing Automated Membership Emails
- Membership General Settings
- Provisional Memberships
- Restricted Membership Access
- Membership Roles: Granting Membership Module Access for your Committees
- Using and Storing External System ID's
- App Viewer Permissions
Membership Management
- Managing Your Members via Membership Module
- Viewing Member Profiles
- Add Member to Level
- Approving/Rejecting Pending Members
- Transfer or Changing Members Between Membership Products
- Editing A Members Join or Expiry Date
- Add a New Member
- Deleting and/or Removing a Member from a Membership Level
- Archive, Restore, or Delete a Member
- Managing, Renewing, and Transferring Your Members
- Perpetual Membership
- Member Tag Settings
- Bulk Editing Members
- Transferring Members Between Levels
- Membership Signup & Renewal Page Settings
- Renewing Members Manually as an Administrator
- Duplicate Members
- Email an Individual Member Directly
- Email Members via Membership Module
- Email Snippets
- Mailing out to Members
- Membership Certificates
- Membership Invoices and Orders
- How to Use Digital Membership Cards in Apple and Google Wallets.
- Member Only Benefits
- Membership Discount Coupons
- Barcode and QR Code Scanning Options