Creating a new event

Creating a new event

Creating a new event Creating an event is simple. Just go to the Event module and click the blue + Create Event button in any of the Draft, Upcoming, Current & Upcoming, or Past Event Tabs. Additionally, you can click … Read More
Providing Complimentary Event Tickets

Providing Complimentary Event Tickets

Providing Complimentary Event Tickets If you have any attendees who have registered for a ‘paid ticket’ that you wish not to charge them, you can use the “Comp Ticket” feature on the event page. To provide a complimentary ticket please … Read More
Downloading Member Information

Downloading Member Information

Downloading Member Information Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships. Exporting information for a single membership Go to the Members section … Read More
Processing member renewals

Processing member renewals

Processing membership renewals Your organization’s membership renewals can be managed in the Renewals subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu.   Managing and tracking membership renewals Membership renewals are … Read More
Event Registration Widget

Event Registration Widget

The Event Registration Widget gives visitors the option to register for an upcoming event directly through your website. Follow the steps below to set up and embed this widget. Step 1. Click the gear icon on the top right corner of the … Read More
Configuring membership types

Configuring membership types

Configuring membership types You can add, edit, or deactivate membership types in the Membership Types section of Membership Settings. To make changes to your organization’s membership types, click the double-gear icon located in the platform’s top navigation bar to open … Read More
Creating member smart lists

Creating member smart lists

Creating member smart lists Sorting your organization’s members into lists lets you find the memberships you need in seconds. Simply save your search results into a smart list when searching the member database. Member smart lists can be accessed in … Read More
Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings Configuring your organization’s invoice and receipt settings is an important component of using the platform’s Finance Module. To make changes to your invoice and receipt settings, click the double-gear icon located in the platform’s … Read More