Memberships … Easy as Pie!

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    10-Jan-2016

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Memberships Easy as Pie!. Preferences. Catalog Record. Member Course. Course for Members. 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 Membership v.s. - PowerPoint PPT Presentation

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<ul><li><p>Memberships Easy as Pie!</p></li><li><p>PreferencesCatalog RecordMemberCourseCourse for Members </p></li><li><p>Think it throughWhen will memberships need to be renewed?Is there a fee to belongto the membership organization?Are courses restricted to members only?Rolling Membershipv.s.Specific Expiration Date</p></li><li><p>Edit / Preferences / Course Tab</p></li><li><p>Create acatalog record</p></li><li><p>Create a Membership CourseType = MembershipNew Date FieldStudent List = MembersCatalog Code</p></li><li><p>Set FeesExpiration can be either a date or number of daysMembership expires on12/31/2010 Membership 365 Days After enrolling . </p></li><li><p>Course Setupfor Membership</p></li><li><p>Helpful Hints!</p></li><li><p>Any class can offer member discountsAND you can add member codesTo a person (student) manually ifDesired more on that later </p></li><li><p>Membership RequisitesYou can restrict anyone but an ACEClub member from enrolling in a course</p></li><li><p>Adding a name to a membership class automatically stamps the membership information &amp; expiration date on the Demographics 2 tab.</p></li><li><p>An Active Membership entitles the participant to the member rate</p></li><li><p>A course may allow both members and non-members, so may contain other fees</p></li><li><p>Right click the membership date to adjust the expiration date</p></li><li><p>Now youre ready to enroll organization members in classes!</p></li><li><p>Firm Level Fee PreferenceTies to Name Fee CategoryNow, set a preferred fee at the FIRM and have all employees get that preference..</p></li><li><p>A little extra . . . Donations! </p></li><li><p>Donations have two options</p></li><li><p>A course designed to accept only donations</p></li><li><p>Course setup</p></li><li><p>An additional fee in an existing course</p></li><li><p>As an additional fee</p></li><li><p>Questions?</p></li></ul>