The Membership ID is a unique value assigned to each membership transaction. The ID will always have a “CM-“prefix which is followed by a number going up fr...

To enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace > General Membership > Membe...

After submission of a membership transaction, the  Head of House (HOH) or membership owner record can be transferred from one constituent to another in 2 di...

Default Renewal Settings:   By default, for a membership transaction to be identified with the Status of Renewal an existing constituent with a membership...

Under your Account Settings click on the Option section and you will find a setting in the third row called, Membership Renewal Grace Period (Days). A grace...

Auto-renewal can be set be set in the Membership Setup tab for any membership page.  Select Enable Auto-Renewal to YES. A box will appear above the regist...

For customer who collect payment upfront for their memberships but need those payment to display broken out across the duration of the membership you c...

A thank you email with transaction information is sent automatically for memberships entered through a membership page. You can edit this thank you email on...