Adding Memberships

To manually create a Membership record for a Constituent, follow these steps:

  1. Search and open the Constituent: Use the search function to find and open the Constituent you want to add a Membership to.

  2. Scroll down to the Membership section: In the sidebar of the Constituent's profile, locate the Membership section and click on "New Membership."

  1. Select the Membership level: Choose the appropriate Membership level for this Constituent. In most cases, there will be only one Membership level available. The dropdown will indicate if the Membership is set to renew. Depending on the date, the Expiration date will be automatically set to the next cycle date. Additionally, the cost will prepopulate based on the membership's details.

  2. Set a start date: To track the longevity of a participant at your organization, make sure to set a start date.

  3. Set the expiration: Each Membership level has a renewal timeframe. For example, if the renewal length is quarterly and that level is selected, the current date will be used to calculate the next expiration date. You can edit it here.

  4. Edit the cost: If necessary, you can edit the cost associated with the Membership. This field allows you to customize the cost for this particular Constituent.

  5. Apply a line item (optional): If you want to apply a line item (a balance) to the Constituent for the new Membership, check the "Apply a line item" checkbox. This action will take the Membership details and apply a balance due to their invoice. The Constituent can then view and pay this balance through their Portal.

  6. Click Save: Once you have entered all the necessary information, click "Save" to create the Membership record for the Constituent.

By following these steps, you can manually create a Membership record for a Constituent and customize the details as needed.

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