The Membership subsystem enables you to set up membership products and orders that fit your organization’s criteria. This subsystem tracks information on both members and non-members (which could be individuals or companies), as well as any possible subgroups (regions, chapters, sections, states, etc.) that comprise your organization. It also defines the type of member, such as associate, fellow, or student, and pinpoints members by their status, such as first-year, new, renewing, cancelled, or lapsed.
First the member group is defined, which represents the membership organization itself. Next, membership products are created, which are used to convey the benefit of membership over a period of time. Then, an order for the membership product is created.
Once a membership order has been created, details of the specific membership order can be edited. The membership can then optionally be setup for renewal, and, then processing of any exceptions can occur.
In this section:
· Before You Begin with Membership
· Membership System Types and Codes
See also: