Membership

Membership Packages

• Getting Started with the Membership Module
• Creating a Membership Package
• Duplicating a Membership Package
• Editing a Membership Package
• Membership Packages - Payment By Instalments
• Archiving a Membership Package

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Importing Members

• Importing from an Existing Package
• Importing Adult Members
• Importing Junior Members
• Importing Group Members

Membership Settings

• Membership Landing Page/Summary
• Membership Settings
• Exporting your Members Data
• Uploading Membership Terms and Conditions (T&C's)
• Filtering your Member List
• Sending an Email from the Membership or Contacts Module

Membership Renewals

• Membership Renewal Process for Fixed Date Packages
• Membership Renewal Process for Date of Purchase Memberships
• Renewal Set Up and Sending Renewal Payment Reminders

Membership add-ons

• Membership Add-ons Overview
• How to Cancel or Refund Product Orders
• Track and Manage Product/Add On Orders
• Membership Add On FAQs

Membership Auto-Renewals & Auto-Payments

• Membership Auto Payments - Fixed Date Membership Packages
• Membership Auto Renewals - Date Of Purchase Membership Packages

Your Members

• Adding a Member
• Adding a Junior Member
• Adding a Member to a Group Membership
• Moving Members
• Refunding a Membership
• Changing the Main Contact in a Group or Junior Membership

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Invitations and Payment Requests

• Sending Membership Invitations
• Inviting Group and Junior Members
• Sending Payment Requests

Pausing/Resuming/Canceling Memberships

• Cancelling a Subscription Direct Debit Membership
• If a Member wants to change their Membership to another Direct Debit package, how does this work?
• Pausing a Membership (Direct Debit Instalments)
• Resuming a Paused Membership