Membership types are the memberships you offer to your members.
Add a Membership Type
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Click the Add button. The Add Membership Type screen opens.
- Enter the necessary information:
- Description - Name for the membership type.
- Code - Unique alphanumeric code.
- Class - Select if the membership type applies to individuals (Individual) or groups (Group).
- Category - Default membership category for the membership when the membership type is assigned.
- Status - Default membership status for the member when the membership type is assigned.
- Grace Period - Number of days a member has to renew or pay before the membership is terminated.
- Select the Validations tab. You use validations to restrict the membership type to specific members based on criteria in a campaign or SQL validation.
- Select your validation criteria:
- None - No validation for the membership type.
- Campaign - The membership type validates against the campaign selected in the Campaign drop-down.
- SQL Statement - The membership type validates against a SQL statement. Enter the SQL statement into the SQL Statement field. Note: Do not use quotes in the wildcards in your SQL statement. The wildcards that can be passed in via your SQL statement are *AcctCode and *OrgCode.
- Restriction - Select what happens if the member does not meet the validation requirements for the membership type:
- Warn if registrant is outside of criteria - You can assign members who do not meet the validation requirements to the membership type but receive a warning that they do not meet the criteria.
- Do not allow members outside of criteria - You cannot assign members who do not meet the validation requirements to the membership type.
- Select the Membership Periods tab. These are the membership periods available for the membership type.
- Click the Add button. The Add Membership Period screen opens.
- Enter the necessary information. See Membership Periods for details about the available fields.
- Select the Notes tab. The notes entered here display in the Member Portal.
- Click the Add button. The Add Note screen opens.
- Enter the note. See Notes for details on the available fields.
- Click OK.
Change a Membership Type
You can change the information for a membership type except for the Code and Class after you have created it. Changing the information for a membership type does not update existing memberships when the membership type is assigned. Only future memberships are assigned the type.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Select the membership type to edit.
- Right-click and select Edit. The Edit Membership Type screen opens.
- Update the necessary information.
- Click OK.
Inactivate a Membership Type
If you no longer use a membership type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a membership type inactive, it is no longer available for selection for membership.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Select the membership type to make inactive.
- Right-click and select Edit. The Edit Membership Type screen opens.
- Uncheck the Active check box.
- Click OK.
Delete a Membership Type
If you no longer use a membership installment and don't want to keep a record of it, you can delete it. You cannot delete membership types assigned to individual or group memberships. You cannot undo the delete process.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Right-click on the membership type to delete.
- Select Mark for Delete.
- Click the Save button.
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