Membership
Memberships, types and packages, applications, renewals, chapters, sections, and directories.
Subjects
- Concepts14 articles
What a membership is, what changes it, and how types, pricing, applications, renewals, chapters, and directories work.
- Tasks22 articles
Day-to-day work with memberships, applications, renewals, chapters, sections, and directories.
- Portal14 articles
What members, group administrators, and chapter officers do on the Portal.
- Configure26 articles
Types, packages, add-ons, pricing, application processes, billing templates, chapters, sections, directories, and settings.
- Reference5 articles
Statuses, permissions, and what Membership does automatically.
In Preparation: Get Started · Troubleshooting
Common Tasks
- Create, Correct, and Activate a Membership by Hand
Create a membership for someone outside the usual order process, correct any field on an existing membership, activate one that's waiting on an approved application, or delete a membership.
- Run Membership Maintenance Tasks
Reprocess flowdown for every organization after a configuration change, and generate estimated historical membership snapshots when you first go live.
- Review and Refresh a Billing Run's Plan
See exactly which members a billing run is about to act on before it runs, leave individual members out or put them back, download the plan, and refresh it to pick up recent changes.
- Start or Edit a Billing Run
Build a new renewal billing run by choosing the actions it performs, the members and expiration dates each one applies to, and when it should preview and run, or start one from a saved template.
- Query Memberships, Add-Ons, and Applications
Use the Membership Query Center to list memberships, memberships as they stood in a past month, add-ons, applications, application groups, and billing run actions.