The Goal: Add a membership to a contact from the back office when the membership type calculates dues variably, entering the values the system needs to calculate the additional fees.
Before You Begin:
- You need staff permissions to add and manage memberships for contacts.
- The membership type must already be configured to calculate dues variably. Membership types are managed under Memberships, Settings section.
- Have the values the dues formula requires (for example, number of employees or revenue) ready before you begin.
Step-by-Step Instructions
If your membership types are set up to calculate dues variably, an Information for Dues Calculation section will be displayed on the Add a Membership screen. Your staff will enter the appropriate values, and the system will calculate the additional fees based on the formula setup for the membership type.
- Open the contact's record and begin adding a membership to open the Add a Membership screen. For full details, see Add a Membership to a Contact.
- When the membership type calculates dues variably, locate the Information for Dues Calculation section on the Add a Membership screen.
- Enter the appropriate values in the Information for Dues Calculation fields. The system will calculate the additional fees based on the formula set up for the membership type.
- Click Save to finalize the membership. Changes to the variables may be made when upgrading and downgrading the membership.
Common Pitfalls
- Missing dues-calculation values: If the Information for Dues Calculation section is left blank or filled in incorrectly, the system cannot calculate the variable fees correctly. Confirm every required value before saving.