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Configuring Membership

Lesson 3 of 3 in MembershipConfiguration1 hr 17 min

Configure Membership, from default settings, forms, and application processes to packages, change fees, ID cards, and committees.

Walks through the membership setup screens. You set general settings and page layouts, then configure application forms and processes for joins, renewals, and reinstatements, including order rules. It also covers membership types and packages, change fees, ID card templates, chapter, section, and add-on types, and committee setup.

What This Video Covers

  • General Settings
  • Application Forms and Processes
  • Order Generation Rules
  • Membership Types and Packages
  • Change Fees
  • ID Card Templates
  • Chapters Sections and Add-Ons
  • Committee Types and Positions

Read the Membership Documentation

Continue in This Application

Previous LessonMembership Billing

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