Before You Begin:
- You need staff access to edit membership records.
- Have the contact whose membership you want to change open in their record.
Microlearning Overview
[Video TBD]
Step-by-Step Instructions
On the contact's Overview tab, click the desired membership in the Memberships section.
Caption On the Membership Details page, enable the Courtesy checkbox.
- Click Close.
Common Pitfalls
- Forgetting to save the change: Be sure to click Close after enabling the Courtesy checkbox so the membership is correctly saved as a courtesy membership.