Concepts

How a billing run marks a member billed for the cycle, builds and processes their renewal order, and records a successful or declined charge.

How a billing run decides which members belong on its plan for each task, why some memberships never qualify, and what changes when you refresh a plan later.

Who actually receives a billing run's renewal notice, reminder, or card-expiration warning, what each contains, and what changes to membership, billing, and committee or certification records when a run drops a member.

How Rhythm builds the priced order behind a membership application, from the package or change fee down to chapter, section, and add-on dues, seat charges, and cross-sells.

How an organization's membership can pass automatically to its contacts and child organizations by role, or be assigned seat by seat to named people, what Principal, Flowdown, and Assigned mean, how organization contacts differ from member contacts, and what happens to those memberships when someone leaves or a seat is reassigned.

What happens automatically when a membership package, chapter or section dues, or an add-on is purchased or renewed, why some details wait for payment to catch up, and when a welcome or confirmation email is sent.

Why some membership applications wait for staff review before the membership starts, what an applicant sees while waiting, and how a group application is confirmed once everyone on it has paid.

Why the join, renew, reinstate, or change-affiliation options a person or organization sees depend on their current membership, and why a path can disappear with a reason instead of just not showing up.

How Rhythm works out which sections a person may choose under a membership package, groups them, and prices them, plus what happens when a chosen section is no longer allowed at renewal.

How a payment or credit memo moves a waiting membership forward, how a membership mirrors its order's status and balance, and what happens to a membership, its chapters, sections, and add-ons when the order behind it is cancelled.

What an election records, the difference between its positions, candidates, and measures, and how an election moves from draft through voting to a certified or cancelled result.

What a billing run's status and action statistics mean while it works and after it finishes, what its emailed report says, and why a run can show an error even though its actions finished in the background.

How a chapter officer's Chapter Center tasks come from holding an active position on one of the chapter's committees, how long that access lasts after the position ends, and why an officer can update their chapter's own information but never create or delete a chapter.

How the application form limits which chapters a joining or renewing member may choose, how Rhythm suggests one for them, and how each chapter's dues are quoted in the member's own currency.