When do members receive system notifications to renew their memberships?

When do members receive system notifications to renew their memberships?

This depends on the configured workflow settings for each membership type. Follow the process below to edit a membership type’s workflow settings and notification options. Click the double-gear icon located in the platform’s top navigation bar to open the Organization … Read More
WHY CUSTOM INVOICE IS NOT LINKED TO THE MEMBERSHIP/EVENT REGISTRATION

WHY CUSTOM INVOICE IS NOT LINKED TO THE MEMBERSHIP/EVENT REGISTRATION

Unfortunately at this moment, we are not able to link a custom invoice to membership/registration as custom invoice are independent, however, as a workaround you can see all invoices under Payments & Invoices section of the CRM profile.
Can I have different membership application forms for each membership type?

Can I have different membership application forms for each membership type?

Yes. Membership application forms can be created for each membership type. Membership Applications can be configured in the Membership Application section of the Membership Settings. You can create as many Membership Applications as you like and differentiate them by Membership … Read More
Can I add an approval step before a membership is renewed?

Can I add an approval step before a membership is renewed?

Yes, an approval step can be added to the renewal workflow for a membership type. Follow the process below to add an approval step. Click the gear icon in the platform’s top navigation bar to open the Organization Settings drop-down … Read More
How do I create a free membership type?

How do I create a free membership type?

Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s Membership Settings column, select Membership Types. Create a new membership type or click the three dots icon for a particular … Read More
How do I know if a member has an Glue Up account?

How do I know if a member has an Glue Up account?

Go to the Membership module and enter the Members section. Click the filter icon to open filter options. Open the Registered User dropdown menu and select Yes.