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CONTENTS - Memberships
Feb 19, 2024
5574
- Global Membership Settings
- Manage Account and Membership Number Assignment
- Understanding Membership Types
- Membership Type Pricing
- Add Pricing to a Membership Type
- Updating your membership type pricing
- Configure Payment Options for Membership Types
- Membership Dues Proration
- Variable (Formula Based) Dues Calculations
- Setup Membership Type Directories & Categories
- Manage Membership Levels
- Membership Application
- View/Create your Membership Application Form
- Setup Membership Application Form Fields/Questions
- Remove Custom Fields from Your Application
- Re-arrange the order of Custom Fields on Membership Application
- Membership Add-on Items
- Approving On-line Membership Applications
- Membership Join/Drop Reasons
- Add a Membership to a Contact
- Managing Organization Membership Related Contacts
- Manage Member Recurring Fee Schedule
- View/Edit Membership Details
- Membership Expiration Dates
- View Memberships Expiration Dates
- Manage Membership Expiration Dates
- Manage Membership Changes
- Manage Unpaid Dues
- Add Late Fees to Overdue Invoices Individually
- Add Late Fees to Overdue MembershipInvoices in Bulk
- Add Reactivation Fees to Overdue Invoices Individually
- Add Reactivation Fees to Overdue Invoices In Bulk
- Suspend Overdue Members Individually (Real Estate Edition Only)
- Suspend Overdue Members in Bulk (Real Estate Edition Only)
- Manually Reactivate Suspended Members Individually (Real Estate Edition ONLY)
- Manually Reactivate Suspended Members in Bulk (Real Estate Edition ONLY)
- Add Unpaid Members to List
- Email Unpaid Invoices to Member
- Print Unpaid Invoices
- Mass Drop Members with Overdue Membership Invoices
- Membership Reports
