Subsystem: Membership
Time: 1.5hr(s)
Interactivity:
Dept. Recommendations:
MEMBERSHIP
FINANCE
AFFILIATE STAFF
Membership is defined in Personify as selling a membership product to a constituent. Learn how to view and manage membership orders in Personify. Participants will learn how to update cycle begin dates, cycle end dates, proration dates, update rate codes, apply payment schedules, and take membership dues payments. Participants will also learn how to run membership rosters, reports from Personify. This course will also review the online join process, online membership dues payments, and membership invoicing.
Prerequisite(s)
MBR100 - AOA Membership Overview