Membership can be created in the system so that member can get registered with it. A new membership can be created by following these steps:              Visit the client portal. Expand Manage Member and select membership type from the menu. Client will land on the memberships page and existing memberships will be seen (if any) Click […]

Sign in as a client Navigate to menu expand Manage Member and click on Membership Type Click on any specific membership + icon to add new member You will be redirected to the signup page. Fill in the information. Click on the button next to proceed with the payment process. If Membership is free, then […]

Visit the signup URL to register a member Select the membership type and press continue and user will be redirected to the signup page. Fill in the information. Click on the button next to proceed with the payment process. If Membership is free, then user will not be proceeded to payment page If payment type is […]

A member can be upgraded to another membership through current member list. A member can be upgraded into only one lifetime membership & multiple annual membership if the membership has check on Upgradeable to Other Membership. After creating a member, the member would appear in Current Membership List with the Upgrade sign in action column. […]

Annual membership expires at the end of the year. An expired membership can be renewed by following these steps: Navigate to reports from the menu, Client will land on the reports page. Select Expired Membership(s) in Memberships section, you will land on the list of expired membership(s) if any. Click on renew button for specific member […]

Rejected members can be refunded. To refund follow these steps Expand Manage Member and select Rejected Requests from the menu. Client will land on the Rejected Request Page. Select Membership Type to view the list according to Memberships. A list will appear on selecting membership type. Click on Request Refund  to refund the amount. If […]

Re-Apply process is for the members who has been refunded and want to apply again, this process is explained in detail below:  That member would be in the Membership Refund Report, so go to that report, Search that member by search box Once you find that member then there would be two buttons for that […]

Revoke process is used if the member is rejected. Client can revoke member if he/she wants to apply again after getting rejected, this process is explained in detail below: Then go to the Membership rejected requests. Select your membership from the dropdown list. Once you select the member you will see Revoke button Once you […]

Membership descriptions can be added to display on the member sign-up URL. To do this, follow these steps: Navigate to the menu and expand the “Manage Members” section. Click on “Membership Description Provide the necessary membership information and member login alert message. 4 Click on button.”

The custom question feature can be added to the sign-up form for any membership, enabling you to collect answers during the registration process. To configure this feature, follow these steps: Expand “Manage Members” and select the “Membership Questions.” Click on the  button. Fill in the necessary information. Click on “Save button. After creating the custom […]