Managing Memberships

If you want to manually create a membership for a contact or organization without going through the application or order process, you can do so from the console.

Manually Creating Memberships

• From the Membership App, you can click Members from the left toolbar.
• To create a new membership application, click the Manually Create Membership button to the right.
• You will be presented with membership fields. You will be required to select a contact or organization. Select a membership type/package. Enter in membership information and click Save Changes.

Searching for Memberships

• From the Membership App, you can click Members.
• On Members Overview, you can set criteria and run a search to find members.
• On the results screen, you can click on a member to view it.
• When viewing a member, you will have the ability to edit the membership.
• If there's an application process that the member is eligible for, you will have the ability to initiate and complete the process.

Editing a Membership