Essentials of Membership
-
General settings
- How do I create a membership coordinator profile?
- How do I modify a membership coordinator profile?
- How do I create a privacy policy for memberships?
- How do I modify the CSS used for memberships?
-
Membership waivers
- How do I create a membership waiver?
- Can I change a membership waiver?
- How do I archive a membership waiver?
- How do I restore a waiver that has been archived?
-
Creating a membership registration form
- How do I create a membership form?
- How do I activate a membership registration form?
- How do I preview a membership registration form?
- How do I use Copy to create a new membership registration form?
-
Membership Renewal Notices
- How do I create a membership renewal notice?
- How do I change a membership renewal notice?
- How do I use Copy to create a new renewal notice?
- How do I delete a membership renewal notice?
-
Managing membership registration forms
- How do I change a membership registration form?
- How do I change a membership with a survey to the new Ask Questions?
- How do I change a member survey to be included in the registration form?
- How do I archive a membership registration form?
- How do I restore a membership registration form that has been archived?
-
Linking membership forms to your website
- How do I launch my membership registration forms to the public?
- How do I add a membership link to my website?
- How do I add a List of Memberships page to my website?
- How do I add the Members' Area Login Link to my website?
-
Setting up a password-protected Member's Site
- What can members do with their password?
- How do I customize my password-protected Member's Site?
- How do I view the Member's Area?
-
Administering members
- What is a membership order?
- How do I import a list of members?
- How do I view or modify a member order profile?
- How do I record an offline membership order payment?
- How do I activate a pending member?
- How do I archive a membership?
- How do I reactivate an archived membership?
- How do I get email notifications of new members to come to me?
- Can I resend an email confirmation?
- How do I resend a membership card?
- How do I issue a membership card to a pending member?
- How do I refund or cancel a membership order?
- How do I change a member's membership type?
- How do I cancel a membership and issue a refund?
- How can members retrieve their password?
- How can members renew their membership?
- Can a member renew for a different Membership Type?
- How can members register without an email address?
- Why does the pay by cheque option not always appear during registration?
-
Generating membership reports
- How do I view HTML summary of membership orders?
- How do I view an Excel spreadsheet of membership orders?
- How do I view the results of a membership survey?
| Membership Renewals | |
|