1 / 24

Easy Memberships Management: Catalog, Record, and Course Setup

Manage memberships effortlessly with this system. Renew memberships, set fees, and create courses exclusively for members. Customize expiration dates and easily enroll organization members in classes. Streamline the entire membership process and track member information accurately. Explore more features and tips on membership requisites, discounts, and donations integration. Simplify your membership organization operations with this comprehensive tool.

miach
Download Presentation

Easy Memberships Management: Catalog, Record, and Course Setup

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Memberships … Easy as Pie!

  2. Preferences Catalog Record Member Course Course for Members

  3. Think it through When will memberships need to be renewed? Is there a fee to belong to the membership organization? Are courses restricted to members only? “Rolling” Membership v.s. Specific Expiration Date

  4. Edit / Preferences / Course Tab

  5. Create acatalog record

  6. Create a Membership Course Type = Membership Catalog Code New Date Field Student List = Members

  7. Set Fees Expiration can be either a date or number of days Membership expires on… 12/31/2010 Membership 365 Days After enrolling ….

  8. Course Setupfor Membership

  9. Helpful Hints!

  10. Any class can offer member discounts …AND you can add member codes To a person (student) manually if Desired… … more on that later…

  11. Membership Requisites You can restrict anyone but an ACEClub member from enrolling in a course

  12. Adding a name to a membership class automatically stamps the membership information & expiration date on the Demographics 2 tab.

  13. An Active Membership entitles the participant to the member rate

  14. A course may allow both members and non-members, so may contain other fees

  15. Right click the membership date to adjust the expiration date

  16. Now you’re ready to enroll organization members in classes!

  17. Firm Level Fee Preference • Ties to Name Fee Category • Now, set a preferred fee at the FIRM and have all employees get that preference..

  18. A little extra . . . Donations!

  19. Donations have two options

  20. A course designed to accept only donations

  21. Course setup

  22. An additional fee in an existing course

  23. As an additional fee

  24. Questions?

More Related