The Goal: Add a no-cost courtesy membership to a contact, and later convert that courtesy membership into a paid membership when the time comes.
Before You Begin:
- You need permission to add and edit memberships on a contact record.
- Know which contact will receive the courtesy membership and which Membership Type applies.
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IMPORTANT: If a Courtesy membership is associated with a Membership Type that is set up with an End type of Automatically Expires, it will drop at the expiration date (or after the grace period, if applicable) just like any other membership. If you want your Courtesy membership not to expire, set the End Type override (found under Advanced Options) to Manually Ended.
Microlearning Overview
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Step-by-Step Instructions
Add a Courtesy Membership
At times you may wish to offer a courtesy membership. When adding a courtesy membership, no invoicing or recurring fee schedules will be created. Follow the steps as described in Add a Membership to a Contact, and select the Courtesy check-box. If there are fees associated to the membership, remove each by clicking the X.
Convert a Courtesy Membership to a Paid Membership
- On the contact's Overview tab, navigate to the Membership section.
- Click the Membership name hyperlink.
- Clear the Courtesy checkbox. Click Close.
- Click the ellipses
by the Membership name and select Upgrade membership.
- If the membership you wish to assign is the same as the courtesy membership, select a different membership from the Membership Type list, then select the actual membership that you wish to assign.
- Verify the next bill date and update as appropriate.
- Edit and/or update any additional fields.
- Click Done.
Common Pitfalls
- Unexpected expiration: If the Membership Type is set to Automatically Expires, the courtesy membership will drop on the expiration date. Set the End Type override to Manually Ended under Advanced Options if you want it to remain active indefinitely.