Membership Video Tutorials

Membership Webinars

• Setting Up Your Membership Types (30 minutes)
  • Handout
• Managing Your Memberships (56 minutes)
  • Handout
• Working with Directories (58 minutes)
  • Handout
• Benefit Tracking - Getting Started (30 minutes)
  • Handout

Membership Setup

• Setup Membership Types
• Add Pricing to Your Membership Types
• Add Levels to Your Membership Types
• Add Directories to Membership Types
• Assign Benefits to your Membership Types

Managing Memberships Activations

• Add a Membership to a Contact
• Relate Organization Staff to a Membership
• Upgrade a Membership
• Downgrade a Membership
• Drop a Membership