Memberships

Here is how to add Membership codes: Click Finance on the Navigation menu. (You will need permission in your role to access this). Click Memberships . Click ADD MEMBERSHIP . Complete the relevant details and click Add when fi...

Here's how to edit Membership codes: Click Finance on the Navigation menu. (You will need permission in your role to access this). Click Memberships . Find the Membership you wish to edit and click EDIT alongside it. M...

Deleting Membership codes is simple, here's how: Click Finance on the Navigation menu. (You will need permission in your role to access this). Click Memberships . Find the Membership you wish to delete and click EDIT alongside i...

Here's how to run a report on your membership code: Click Finance on the Navigation menu. (You will need permission in your role to access this). Click Memberships . Find the Membership code you wish to report on and click REPORT...

Here's how to use membership codes in transactions so that you can report on them: The first step is to add your membership codes by creating a separate code for each Membership tier or type , etc. When a person pays for the membership you p...

You may also want to display the membership info in other places like groups or tabs. Here's how: Adding custom fields to groups You can create a group for each tier (or membership type) so for e.g. all tier 1 members are added to tier 1 group e...