Membership Management
Information on how to manage your Account and Members
30 articles
Account Dashboard - View and Functions
Accounts
Learn more about how to manage your Account data
Add a New Account
Change an Account's Login Password
Limit Members by Account TypeHow to limit the number of members on a specific account type.
How to find the Account Type ID and Member Type ID
Account Notes Features
Update an Existing Account
Membership Accounts Screen: How to Create and Save a FilterCreate a Membership account filter to quickly display accounts based on predefined search parameters
Change, Add or Remove - Account & Member Types, Tags, Custom fields
How to Change an Account's Account TypeFor an existing account, here's how you can change their account type.
How to Close an Account & Closed Accounts
Change the Payment Status of an Account & Member
How to "Switch to" a Member Account
Logins Report 101
Membership Account Screens - Membership Account Filters & Download Reports
An Inactive Account Type vs Inactive Account vs Closed Account
Membership Account Screens - Bulk Updates (Update Payment Status, Acct Types/Tags, Guest Credits & More)
Account Notes Screen - Add, Edit, Delete & Bulk Update Account Notes
Adding a Custom Field to Accounts
Print Mailing Labels
Members
Individual Member information
How to create a new Member TypeA member type is a subcategory of Account Type, and labels the type of members in the account.
Member Report - Members Filter OptionsVia the Manage Filters tool, filter and search for individual members by specific criteria
How to manage the Member Directory
Waitlist Management
Learn more about how to manage your organization's Waitlist
Auto Waitlist Explained - User Registration Feed Mapping
Offering Membership to your Wait List/New Membership
Sample letter for Offering Membership to Applicants
Editing Waiting List Forms
Member Portal
More information about your member's view of their own account
How To Make a Payment on Your Account (Members View)
How Members Make Online Payments - Video
The Member Dashboard - Uploading Photos to Member Accounts