The Memberships module allows you to create memberships for Programs or Facilities.  Programs allow you a great deal of flexibility.  Review your options and details in our Memberships Overview pages or watch our Membership tutorial video. 

This module is best used as a virtual membership management tool and less ideal for physical membership that may need ID scans to check in/out.  

11m 27s

• Set Up Memberships

• Manage Memberships

• Manage Members

Set Up Memberships

1. On the Navigation menu, click Memberships
2. Click the in the upper right corner
3. Create your Membership program
   1. Select Type - select Program if this is not related to facility access; select Facility and Facility type to create membership access of a space
   2. Enter a membership Name and Description
   3. Click Show Online if you want customers to purchase your Membership on your Public site. 
4. Auto-Renewals
   1. Select Auto-Renewal to have the membership automatically renew
      1. Select option to automatically charge the credit card on file OR automatically email a renewal invoice to the member
   2. Select Manual Renewal to have the membership expire without renewing
5. Membership Fees
   1. Membership for:
      1. Individual - membership fee covers a single individual
      2. Family - membership fee covers all members of the account
   2. User Type - select the Customer Type this membership is for. This is usually the Default Customer Type - Regular student
   3. Fee duration - the period the fee covers.  This is usually Annual
   4. Fee Amount - enter the fee
   5. G/L Account - select the GL account associated with the Membership Fee
6. Click Add Fee
7. Seriously, don't forget to click Add Fee (otherwise the fee will not apply to the membership)
8. Expiration Date options
   1. Check either of these boxes to enter the date/day the membership expires on.  
   2. Select option to pro-rate the fee if applicable.
   3. Click Save
9. Click Save

Manage Memberships

1. On the Navigation menu, click Memberships
2. Click to filter by Membership status and type.
3. Click the to reveal the Menu options
   1. Member List to view all members
   2. Archive will archive the Membership
   3. Enroll to purchase a Membership
   4. View Details to view/edit the Membership set up details

Manage Members

1. On the Navigation menu, click Memberships
2. Click Member List in the ellipsis of your membership to view the individual members and their status.
3. Use the filters to identify the individuals by payment status or enrollment status. 
   1. If you click Cancel, the member will be instantly, without confirmation, and removed from the Membership. (If you do this by accident, please contact Support for help) .