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Finance FAQ & Use Cases
An invoice for renewal billing was wrong. How do I fix it? * Void the invoice. * Create a one-off invoice. * Link the invoice to the membership so the system recognizes it as a renewal. I see the word "multiple" on some of my membership frequencies. What does that mean? Why can't I recalculate prices wheneve…
Manage Contact Category Assignment
It is recommended that you use categories for your members: * If they are intended for public or internal use and you wish to segment records into groups * If you wish to allow visitors to your directory, web content, events, etc. ability to filter to specific categories * If you wish to display the informati…
Add a Job Posting
You can add Job Postings from the back office or the Info Hub. This article describes how to add a job posting from the back office. * Click Web Content in the Navigation Panel. * Click the Job Postings tab. NOTE: If you have renamed Job Postings when setting up your content lists, the name of the tab wi…
List/Committee vs Email List: Which Should I Choose?
The basic difference of a List/Committee vs an Email List is where it displays in the Info Hub. When adding or creating a new list, you have two options to select: Add List/Committee and Add Email List. The Lists/Committees module, displaying the two buttons to create a new list. The only thing that controls where…
Remove Autopay for a Member
A member can remove Autopay via the Info Hub, but you can also remove it from the back office. Steps to Remove Autopay 1. Go to the Billing Setup tab of a contact's membership. Scroll down to Membership Scheduled Billing. Click into the membership with the payment profile. 2. Choose Disable . This will remov…
Email Designer Video Tutorials
IN PROGRESS Here is a series of short, focused training videos on various topics related to the Email Designer (included with the Marketing Automation module). The Basics Email Designer * Working with Email Designer View Email Designer Templates Create an Email Designer Template Template Settings -…
Continuing Education Enrollment
Contacts may be enrolled in a program/certification in one of the following ways: * Register for a Continuing Education event on the website; * Register for a Continuing Education event via the Info Hub; * Staff enrollment from the back-office (NOT RECOMMENDED) In your Continuing Education General Settings , t…
Configure Your Web Content Types
Configure your Web Content Types Additional configuration may be done on your web content types. You will be able to define where the web content is displayed, whether the public and/or members can submit, whether subscription to notifications is allowed, etc. * Click Web Content in the Navigation Panel. * Cl…
Add Links to Info Hub Navigation
You have an opportunity to add additional links to your Info Hub left-hand navigation menu, allowing you to offer additional options for your members. The links will be displayed in the same section as the Web Content (jobs, hot deals, etc.) Did you know? A great video tour of the Info Hub is available. You may wi…
Approve Web Content Submissions
Members may enter web content via the Info Hub. Members who are given Full Control overall to the Info Hub, or Full Control to Info Hub Web Content may submit web content without requiring approval from your association. A member with Create access to Info Hub Web Content may enter web content, but your app…
