This tutorial will cover how to add memberships to a contacts record.
Start by clicking on the Main Menu(3 bars) button in the top right corner of the screen, and from the Membership section, click on Manage Memberships.
In the resulting screen you will see a list of all currently entered membership with the ability to filter and sort.
If a contact is listed with a membership, it is recommended to change or renew their existing membership instead of creating a new one.
To add a new membership for a contact, click on the Add New Member button in the lower right corner.
This will result in the creation of a new invoice and you will be asked to specify the contact, and verify the invoice date before hitting Create.
Next, indicate the membership level you wish to add, and whether the contact is purchasing the membership for themselves or gifting it to another.
If the membership level has multiple pricing levels, on the next screen indicate the pricing level to be added.
On the next screen, if gifting the membership, start by indicating the intended recipient in the Gift To field.
In the Registration Date field indicate the date on which the membership is to begin, and use the Transaction Date to indicate on what date the membership is to be purchased.
The Transaction Date will be used for any discount codes that might rely on date to determine validity.
Next, indicate if appropriate the Program and Campaign this membership is to be linked to, if the membership level does not specify this information.
If you have signed up for a payment gateway provider, you may use the Set Auto Renewal checkbox to indicate that the contact card on file will be charged automatically when they are next up for renewal.
If a card is not currently on file, you will be prompted to add one at this time.
The End Date and Tax Deductible fields both allow you to override the default values as needed.
In the benefits section a contact has the option to waive any benefits they might normally receive, as well as change the recipient of said benefits for gift memberships.
For all default benefits you will have the option to remove a given benefit by clicking on the Delete button for that option.
For benefits that make use of custom fields, you will be prompted to fill in the options for each time they are to receive that benefit.
Lastly, the Promotions section allows you to indicate any promotions or discounts that would apply to the membership.
The Complimentary Membership option allows you to indicate that the membership will be free, and a gift from your organization to the contact.
Price Override allows you to set a different price for the membership as needed.
When you have specified all needed information for a membership, click on Save and you’ll be taken to the Membership form to complete any required fields.
When you have finished filling in the Membership form click on Save and when read to record payment, click on Receive Payment.