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Add a new Membership Type and apply to a contact

Overview¶

This guide explains how to create a new membership type and apply to an existing contact.

Add a new Membership Type¶

1. Select utilities in the toolbar at the top of the screen and scroll down to Membership> Membership Types. You will be presented with the Membership Types screen as shown below:












































2. Press 'Add' beneath the table of existing membership types and a new screen will be displayed.

3. Fill in the Membership type description (mandatory), minimum and maximum age and include any other details in the boxes. You can then press OK.












































4. Another screen will appear titled 'Stock Items' holding the details you just entered (A stock item has to be created for a new membership type). This will allow you to press Save without inputting any further details and take you back to the original screen now showing the new membership type. However, if you have a Price/Nominal Code/Department/Display Order/VAT Code to put in, these can be entered into the relevant boxes.

Apply the Membership Type to an existing contact¶

1. Select the members icon in the main screen header. You will be presented with the Membership Manager page.

2. Tick the new membership type in the 'Type' box at the top right and select Add near the bottom of the page. This will bring up a new screen titled 'Member Details'

3. Perform a check by inputting a detail of the contact in the top right hand box i.e. last name and pressing the 'Check' tab.













































4. A notice box will appear saying 'There is at least one similar contact on the system. This contact may be set as obselete'- Press OK. A screen will appear showing the results.

5. Tick the relevant contact in the Results table and press Select at the bottom of the screen.




















































6. Another notice will appear saying if the contact was obsolete it will be reset to an un-obsolete once you save this screen- Just press OK.

7. A screen with the contact's details will now be presented:












































8. Select 'Membership' from the header and in the drop down bar under 'Type' select the new membership type you have added. You can then press Save