Setup Membership types and pricing for your Memberships whether for a year or more or even life time memberships.

Create either Fixed Period or Rolling Memberships. Activate and process the monies, if there is a cost.

Maintain renewals, rejoins and terminations, cards, invoicing, mailings and budgets.

Praise for this course:

About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    Welcome to the Membership course!

    • Membership Overview

    • Handout - Membership Overview
  • 2

    Membership Pricing

    • Setup Membership Pricing

    • Handout - Membership Pricing

    • Practice - Setup a Membership Type and Pricing

    • Quiz - Membership Types and Pricing
  • 3

    Create a Membership

    • Create a Membership

    • Handout - Create a Membership

    • Practice - Create a Membership

    • Quiz - Create a Membership
  • 4

    Manage Membership Roles/Linked Members

    • Manage Roles and Linked Members

    • Handout - Membership Roles

    • Practice - Membership Roles and Linked Members

    • Quiz - Membership Roles
  • 5

    Membership Cards

    • Manage Memberships Cards

    • Handout - Membership Cards

    • Practice - Membership Cards

    • Quiz - Membership Cards
  • 6

    Manage Membership Benefits

    • Manage Membership Benefits

    • Handout - Membership Benefits

    • Practice - Membership Benefits

    • Quiz - Membership Benefits
  • 7

    Membership Attachments

    • Add Attachments to Membership

    • Handout - Membership Attachments

    • Practice - Membership Attachments

    • Quiz - Membership Attachments
  • 8

    Activate and Pay for Membership

    • Activate and Pay for Membership

    • Handout - Activate and Pay Memberships

    • Practice - Activating and Paying a Membership

    • Quiz - Activating and Paying a Membership
  • 9

    Renew a Membership

    • Renew Membership

    • Handout - Renew Membership

    • Practice - Renewing Memberships

    • Quiz - Renew Memberships
  • 10

    Upgrade Memberships

    • Upgrade Memberships

    • Handout - Upgrade Memberships

    • Practice - Upgrade Memberships

    • Quiz - Upgrade Memberships
  • 11

    Search / Maintain Membership

    • Maintain Membership

    • Handout - Search / Maintain Membership

    • Practice - Search / Maintain Membership

    • Quiz - Search / Maintain Memberships
  • 12

    Membership History

    • Membership History

    • Handout - Membership History

    • Practice - Membership History

    • Quiz - Membership History
  • 13

    Membership Budget

    • Membership Budgets

    • Handout - Membership Budget

    • Practice - Membership Budget

    • Quiz - Membership Budget
  • 14

    Membership Mailings

    • Membership Mailings

    • Handout - Membership Mailings

    • Practice - Membership Mailings

    • Quiz - Membership Mailings
  • 15

    Membership Reporting

    • Membership Reporting

    • Handout - Membership Reporting

    • Practice - Membership Mailing
  • 16

    Membership Admin

    • Handout - Membership Admin

    • Membership Admin

    • Practice - Membership Admin

    • Quiz - Membership Admin
  • 17

    Extra Searching

    • Extra Searching
  • 18

    Next steps

    • Before you go...

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