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Remove a Membership Type
There may be an occasion when your organization wants to remove a membership type in favor of something new. In this case, current members would need to first be migrated to the new membership type. By performing a migration, it maintains cleans records on the Retention report and keeps open invoices connected to t…
Edit or Update Membership Description
To edit or update the description of your membership type: * Go to the Setup area * Find the Memberships section * Click into the Types to display the list of your memberships * Click on the name of the membership type you wish to update from the list This will open the Edit Membership Type window. Scr…
Assign Benefits to Event Registration types
When you create registration types (see Setup Event Registration Fees ), you will have the option to select the Benefit Item to be tied to a registration fee. You are able to choose multiple benefit items for one registration type. For example, you may have one membership that receives a free registration where as…
