Overview & Setup

Membership & Programs Overview
  This module allows you to create multiple Memberships and Programs and track your member data, including Member’s Guardians, Emergency Contacts and Me...
Thu, Mar 24, 2016 at 9:02 AM
Setup Process
The setup process for Memberships & Programs requires 3 main steps:   Setup Sites – Here you are able to setup the sites or club houses y...
Sat, Oct 29, 2016 at 5:37 PM
How to I create a new Site?
On the Membership Setup screen click on “Setup Site”. This will take you to the Site List page. It contains a grid that will display all your current site...
Thu, Mar 24, 2016 at 9:06 AM
How to I edit an existing Site?
Select that Site’s row on the Site grid, the row will highlight in blue. A blue “Edit” button will appear. Click on the button or you can also double clic...
Thu, Mar 24, 2016 at 9:08 AM
How do I delete a Site?
Deleting a site is a little complex because of all the other data that could be attached to it. For example Members and Programs are always attached to yo...
Thu, Mar 24, 2016 at 9:08 AM
What is a School Year?
The School Year is the time period your membership runs for. You can choose between a School Year that runs during fixed dates or variable dates.
Thu, Mar 24, 2016 at 9:09 AM
How to I create a new School Year?
On The Membership Setup screen click on “Setup School Year”. This will take you to the School Year List page. This page contains a grid that will display ...
Thu, Mar 24, 2016 at 9:16 AM
How to I create a new Membership Type?
On the  School Year screen, scroll down to the Membership Types grid and click the “+ Add Membership Type” button. You will then need to fill out the foll...
Thu, Mar 24, 2016 at 9:16 AM
How to I edit an existing School Year or Membership Type?
 On the School Year List grid select the specific School Year or Membership Type. The row will be highlighted in blue and you can click on the blue, “View...
Thu, Mar 24, 2016 at 9:20 AM
How does Pay Later work on a Membership enrollment?
 The Pay Later option allows the individual enrolling to choose whether they want to pay the full amount for the membership or nothing. When they select P...
Thu, Mar 24, 2016 at 9:20 AM