Configuration: Membership Settings (Version 2+) (REQUIRED)

Members: Configuration: Membership Settings (REQUIRED)

1. This tutorial will cover how to configure membership settings.
2. Start by clicking on the Main Menu(3 Bars) button in the upper right and selecting Configurations.
3. On the resulting configurations screen, in the Memberships section, click on Membership Configurations.
4. This will bring you to the Membership Configurations page.
5. The first decision you will have to make will be whether you will generate membership numbers manually, or if the system is to create these numbers for you.
6. If you select Generate Numbers Manually, you will be asked when recording memberships for contacts to enter a membership number.
7. Clicking the Generate Automated Numbers will open up additional fields, and based on the settings in these fields, the system will generate membership numbers.
8. The first and only required field that the system will use is at what number the system will begin counting at, allowing you to continue a pre-existing membership program.
9. The next two fields allow you to specify if there is to be a string of text before or after the number.
10. To the right of these three fields are checkboxes that allow you to dictate under what conditions new membership numbers will be generated.
11. The final section dictates the action the system will take when a membership is upgraded or downgraded, instead of renewed at the same type or level.
12. This checkbox allows you to specify what happens with membership dues if the change happens before the preexisting membership has expired normally.
13. Once you have configured your membership settings click on the Save button to save your changes.