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Think it through
When will memberships
need to be renewed?
Is there a fee to belong
to the membership organization?
Are courses
restricted to members
only?“Rolling” Membershipv.s.
Specific Expiration Date
Set Fees
Expiration can be either a date or number of days
Membership expires on…12/31/2010
Membership 365 Days After enrolling ….
Any class can offer member discounts
…AND you can add member codesTo a person (student) manually if
Desired… … more on that later…
Adding a name to a membership class automatically stamps the membership information & expiration date on the
Demographics 2 tab.
Firm Level Fee Preference
• Ties to Name Fee Category
• Now, set a preferred fee at the FIRM and have all employees get that preference..