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  1. Member365
  2. Membership
  3. Create/Modify

Create/Modify

  • How to Set the Annual Renewal Date to the Last Renewed Date
  • How to Set Up Automated Recurring Billing (ARB) for Membership Dues
  • How To Set Up Group Memberships
  • How to Set Up Recognized Domains
  • How to setup your membership Fee Calendar
  • How to Test A Membership Application Process
  • How to track Group Members
  • How to Unarchive a Member
  • How to Unlock an Account That Has Been Automatically Locked
  • How to use the Fee Calculator for Memberships
  • How to Verify a Paid Membership Application Process
  • How to View a Membership Application
  • How to View Members Who Have Opted Out of Receiving Emails
  • Membership Categories: The Fees Tab
  • Membership Status: Active, Lapsed and Archived
  • Moving Employee Accounts to Another Membership
  • Renewal Process - Email Flow
  • Renewal Reminder Emails vs Refresh Reminder Emails
  • What are Employee Accounts or Group Members?
  • What are Recognized Domains?
  • What Contact Information is Collected on Application?
  • What happens when a member does not renew by their renewal date?
  • What is a Primary Contact?
  • What is an Abandoned Membership Application? How to Delete Abandoned Membership Applications or Renewals
  • What is the Membership Grace Period?
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