Memberships
- Mark a Membership Pending Approval until Dues Paid
- Add Late Fees to Overdue Membership Invoices in Bulk
- Remove a Membership Type
- Change a membership from active to courtesy
- Disable Auto Drop
- Add a Join Reason to an Existing Membership
Membership Types
- Role Assignment (Real Estate Edition)
- Setup Membership Pricing to Bill Next Cycle (Realtor Edition)
- Variable (Formula Based) Dues Calculations
- Working With Membership Types
- Add a Variable Dues Membership Type to a Contact from the Back Office
- Membership Auto Drop
Benefits
- Benefit Tracking Tips and FAQ's
- Benefit Tracking Helpful Videos
- Benefit Usage Report
- Benefit Tracking - Getting Started
- How to Track Benefit Tracking and Reports
- Set Up Event Benefits (Optional)
Info Hub
- Manage AutoPay in the Info Hub
- Provide Info Hub Access to Individual Contacts
- Register Additional Attendees in the Info Hub
- Edit an Event via the Info Hub
- Edit Testimonials in the Info Hub
- View Testimonials in the Info Hub