Tasks

Use the Membership Query Center to list your chapters or sections as records, pull a chapter's or section's roster with what each member paid, or list committees and who serves on them.

Open a section's Section 360 page to see its type, status, active members, committees, dues products, documents, and custom fields together, find one member by name, and send the roster to a query.

Find any application group, start one on an organization's behalf, reorder or edit the applications inside it, cancel its order, and delete an empty group.

Open the Membership Revenue Summary to see revenue split into dues, chapter dues, section dues, and add-ons for a period, then trace any total back to the invoices behind it or download the raw lines.

Start an application on a member's behalf, find and review an existing one, activate the membership it produces, and correct or delete an application from the Console.

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.

Understand when a member who rejoins after their membership ends still pays the renewal price instead of the full joining price, and why a reinstatement might not be priced that way.

Write the email a new member of a section should receive, personalize it with merge fields, and send yourself a preview built from a real member's data before you save it.

Search past and current billing runs by name, status, task, or date, look up every billing action ever planned for one membership, and cancel a run before it finishes.

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.

Set or change when a billing run previews and executes, run it right now instead of waiting, and watch its progress and statistics while it works.

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.

Add a new chapter or update an existing one — its type, address, contact details, Portal visibility, welcome email, and dues — and find a chapter by name, type, location, status, or identifier.

What each Membership count tile and breakdown chart actually counts, so a number on the Overview, Members, Chapters, Sections, or Committees screen means what you expect.

Read the Applications overview's Joins, Renewals, and Under Review counts, and the Application Groups overview's counts, without mistaking what each one measures.

Open the Membership Overview page, tell which dashboard you're looking at, get a fresher number on demand, and jump from any figure to the records behind it.

Mark a member's own record so your association's directories leave them out, when the member asks by phone or email instead of doing it themselves.

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.

Change which chapter is a member's primary chapter, and add, correct, or remove entries in their recorded history of past chapters and sections.

Reprocess flowdown for every organization after a configuration change, and generate estimated historical membership snapshots when you first go live.

Find a membership by owner, number, type, status, or date; open it to review; see what an organization has passed down to its people; and print a member's ID card or certificate.

How Rhythm decides whether a buyer pays the member price or the non-member price for a package, chapter dues, or section dues — and why a package can be unavailable to a particular buyer.