Memberships management (NSO / PTSO)

28 Articles

"Member in good standing" tracking tool

BCEA - Honorary Members

How to access and update survey questions answered by a member?

How to add optional messages in my membership process (Store, address, photo)?

How to Bulk Import Membership?

How to change a membership status?

How to change a membership?

How to check the add-ons product purchased by a member?

How to complete my Membership Import Excel document

How to create an email template to notify or follow up with your member?

How to create and use a membership lookup page?

How to delete an incomplete membership?

How to downgrade a membership?

How to download a member's membership card?

How to edit the confirmation email and transaction successful message received by my members?

How to edit the membership landing page primary content?

How to generate a list of duplicate profiles from your member's list

How to generate a report for a specific membership type.

How to manually add a membership or license to someone's profile

How to mass update membership statuses?

How to regenerate a membership card for a specific member

How to resend a membership confirmation email?

How to review my membership organization details (Overview + Products + Processing fees)?

How to setup your 'Member Banner'? (message visible by your meembers on their profile home page)

How to update your membership landing page styling?

Managing Background Check Records

Managing Organizations in Your Sports Platform

Track your club affiliate members as a provincial/national organization