Overview

The Membership subsystem enables users to set up membership products and orders that fit the organization’s criteria.  This subsystem tracks information on both members and non-members (which could be individuals or companies), as well as any possible subgroups (regions, chapters, sections, states, etc.) that comprise the organization.  It also defines the type of member, such as associate, fellow, or student, and pinpoints members by their status, such as first-year, new, renewing, cancelled, or lapsed

First the member group is defined, which represents the membership organization itself.  Next, membership products are created, which are used to convey the benefit of membership over a period of time.  Then, an order for the membership product is created.

Once a membership order has been created, details of the specific membership order can be edited.  The membership can then optionally be setup for renewal, and, then processing of any exceptions can occur.

Membership Groups

Creating a member group is the first step for setting up membership.  The member group represents the membership organization itself.  Multiple member groups can be created if necessary.  For example, if there are completely different organizations that someone can belong to, not just different member types; or if there is a separate membership for online access with specific start and end dates.