The Goal: Learn the basics of acquiring and managing memberships in GrowthZone, from membership type setup to dropping and adjusting memberships.
Before You Begin:
- This is a webinar resource. No system configuration is required to view it.
Webinar Overview
Acquiring and managing members is made easy with GrowthZone. In this session, users learn the basics of managing memberships.
Agenda
- Review of Membership Type Setup
- Add memberships to contacts
- Manage contact membership relationships
- Upgrade/Downgrade Memberships
- Drop Memberships
- Adjust Memberships
Common Pitfalls
- Dropping without reviewing billing: Before dropping a membership, verify any outstanding invoices and scheduled billing are resolved to avoid orphaned billing schedules.