Creating a membership

  1. Select Memberships > New. The Memberships page is displayed.
    Note: You can modify the existing membership, using the Edit option corresponding to the name of the membership.
  2. Specify this information in the Membership Details section:
    Primary Contact
    The contact person associated with the membership.
    Note: A contact can have only one active membership.
    Membership Name
    The name of the membership.
    Membership Number
    A number assigned to a member.
    Club Name
    The name of the club for which the membership is provided.
    Membership Type
    The type of membership.
    Expiration Date
    The date on which the membership expires.
    Owner
    The default user who has logged on to the application.
    Note: The default user can change the ownership to another user.
    Salesperson
    The default user who has logged on to the application.
    Note: The default user can assign another user as the salesperson.
    Membership Date
    The date on which the membership is created.
    Status
    The status of membership.
    Initiation Fee Net
    The initiation fee gross deducted from the initiation fee incentive.
    Dues Gross
    The calculation of the total dues is based on the membership type(s) selected for the membership.
    Dues Net
    The dues gross deducted from the dues incentive.
    Note: The value in this field is defaulted.
  3. Click Save.