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Memberships … Easy as Pie!. Preferences. Catalog Record. Member Course. Course for Members. Think it through. When will memberships need to be renewed?. Is there a fee to belong to the membership organization?. Are courses restricted to members only?. “Rolling” Membership v.s. - PowerPoint PPT Presentation
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Memberships … Easy as Pie!
Preferences
Catalog Record
MemberCourse
Course for Members
Think it through
When will memberships
need to be renewed?
Is there a fee to belong
to the membership organization?
Are courses
restricted to members
only?“Rolling” Membershipv.s.
Specific Expiration Date
Edit / Preferences / Course Tab
Create acatalog record
Create a Membership Course
Type = Membership
New Date Field
Student List = Members
Catalog Code
Set Fees
Expiration can be either a date or number of days
Membership expires on…12/31/2010
Membership 365 Days After enrolling ….
Course Setupfor Membership
Helpful Hints!
Any class can offer member discounts
…AND you can add member codesTo a person (student) manually if
Desired… … more on that later…
Membership Requisites
You can restrict anyone but an
ACEClub member from enrolling in a
course
Adding a name to a membership class automatically stamps the membership information & expiration date on the
Demographics 2 tab.
An Active Membership entitles the participant to the member rate
A course may allow both members and non-members, so may contain
other fees
Right click the membership date to adjust the expiration date
Now you’re ready to enroll organization members in
classes!
Firm Level Fee Preference
• Ties to Name Fee Category
• Now, set a preferred fee at the FIRM and have all employees get that preference..
A little extra . . . Donations!
Donations have two options
A course designed to accept only donations
Course setup
An additional fee in an existing course
As an additional fee
Questions?