Basic General Membership Information

How do I run a report on my Memberships?
1. Mouse over to the “Workspace”, mouse down to “General Membership” and select “Memberships”.  2. Once there select Actions  3. Select “Print Membersh...
Wed, Mar 24, 2021 at 3:04 PM
What is a General Membership?
General Membership is a feature that allows your constituents to sign up for a Membership to your organization for a set cost and expiration date. There ar...
Tue, Feb 1, 2022 at 11:39 AM
What is a Head of Household?
The Head of a Household (HOH) is considered the first person to sign up for a multi-member or Group Membership for your organization. For example, in a Grou...
Tue, Feb 1, 2022 at 11:49 AM
What Types of Memberships can I create?
Through the setup of your membership, you can create single constituent Memberships that can be offered to single Individuals or a single company. You can c...
Tue, Feb 1, 2022 at 11:41 AM
What is a Group Membership?
A Group Membership is any membership that contains multiple constituents connected under the same transaction. In the setup of any Membership Level, you can...
Tue, Feb 1, 2022 at 11:42 AM
What is a Gift Membership?
Gift Membership is a setting that can be turned on during the setup of your Membership form and can allow for one Constituent to purchase a membership for a...
Tue, Feb 1, 2022 at 11:43 AM
What Membership Expiration options are available?
Within the setup of a Membership Level, 5 individual settings relate to the Expiration of a Level. You can allow for a monthly membership or set a membershi...
Tue, Feb 1, 2022 at 11:45 AM
What is a Rolling Membership?
A Rolling Membership is enrollment in a Membership Level that can continue to be purchased and renewed repeatedly and the expiration date will always be set...
Tue, Feb 1, 2022 at 11:48 AM
What are the Menu options under the General Membership module?
Under the General Membership module, you will find 5 menu options. Below is a description of each option listed.   Memberships – Showing both a Summary an...
Fri, May 20, 2022 at 12:00 PM
What can I do on the Mail Merge GM Membership page?
The Mail Merge GM Membership page will allow you to build, manage and edit mail merge templates that can be used on the main Membership grid. To create a ne...
Tue, Feb 1, 2022 at 12:41 PM