Related Articles
EMS | Membership Settings
Description Site settings in the general menu provides the ability to set rules and defaults which can be applied when creating or managing memberships. Before creating new members, you will need to ensure that you have configured the settings. ...
EMS | Members - Single Membership
Description When create a new member this will utilise the "Membership Update" process which provides reh ability to select the membership type and the payment options. The ability to create or edit a members record can be completed via the back ...
EMS | Membership Categories
Description Membership categories provides the ability to add an additional attribute to a members record, which can then be used when reporting or marketing specific segments of your membership. For example the member may be joined on a full ...
EMS | Searching Members
Description The “Member Search” screen allows the user to view a list of all members including active and expired members, with the ability to search existing client record to create them as new members. Resolution In "Administrator" or via "Manager" ...
EMS | Membership Hold Reasons
Description The ability to identify the reason given by the member as to why their membership should be frozen or put on hold. Resolution Creating Membership Hold Reasons To create a Hold Reason click onto the "Green Plus" Enter a description Select ...