MS - CREATE, CHANGE, RENEW, END: MANAGING MEMBERSHIPS IN MEMBERSUITE

Description

Memberships touch billing, records, and member communications, so the method you choose matters. In this live, instructor-led demo, we start with what a membership is and how to find one. Then we cover creating a membership with an order, and when to create one manually for record-keeping only. We also cover the four ways to change a membership mid-term: edit, upgrade, end and restart, or cancel and rebill.

From there, you’ll renew a single membership, set up a saved payment method and auto-renewal, print a membership card, and email a member from their record. We finish with mass updating statuses and dropping or terminating a member, including the limits and cautions that come with each. Every step comes from the How-To Guides in the MemberSuite Support Portal, so you can return to the articles and video tutorials after the session. This session is for association staff who manage memberships in the MemberSuite Console.