Member types are very important and are foundational to your group. You MUST have at least one member type for the system to use. By default your account will have a default member type that is free. If you do not have free member types (all members pay some sort of dues) than you need to create the member types that you do have.

Member types are managed in the members area, click on the Member Types tab

• Member types have the following attributes
• Label: the name of the member type
• Price: the annual cost of the member type
• Purchase: if the member type can be purchased
• Can add [Portal] logins: all member with this type to add additional logins through the member portal
• Anniversary Type: if the member type renews on an anniversary date
• Anniversary Date: the date the membership renews on

To create a new member type (rare: usually done when setting up account) click on the Create button

Enter a name and price for the membership. If your group allows members to purchase this membership type, turn on (green and to the right) the toggle for “Can be Purchased”.

Note: an example of a member type that cannot be purchased (comp, free, board member, etc...)

The types of memberships your group offers is very important here. If your group has everyones anniversary/expiration date on the same day every year, then you want to turn on (green and to the right) the toggle for “Renews on the same day annually” AND select the month/day of that renewal.

Member types that have “Can be Purchased” enabled will appear as selections in the sign up section of the member portal.

The “Can add logins (from member portal)” setting, when enabled, will allow the member to access a settings section where they can add and remove additional logins to the member portal. These additional logins are considered to be “child” logins and not full memberships. It is up to you and your group if you want to allow members with this membership type to be able to perform this function.

It is strongly recommended that you do not remove a member type once it is used by multiple members. Doing so will cause problems for any members that are associated with the member type. Instead try to edit existing member types.

Tags are a way to group members together by something they have in common. For example in a car club you might have multiple members that are interested in a specific type/brand of car, you can create a tag with that brand name (ie Tesla) and assign that tag to each member that is interested in that.

Tags can later be used to send targeted communications, mailings, etc…

To view tags click on the “Tags” tab in the Members area.

The list of tags will contain the tag text and the count of how many members the tag is associated with. To create a new Tag click on the create button.

Note: You can also create tags in the member details view

You can search the tags by the tag text.

In the member details view

In the member details view is where you add/remove tags from members. In order to do this go to your members list, find the member you are interested in adding a tag to or removing a tag from, and click on that members row (not the check box on the left).

In the member detail scroll down to the “Tags” section or click “Tags” on the left to jump to that section.

Just click on the tag in the pill shaped bubble to associate that tag with the member. A check mark will appear by the tag. Click again to dis-associate the tag. Click the “Save member” button to save the changes.

If you want to add a new tag click on the “+Add tag” above the dialog to open the Add tag dialog

In the text field at the top of the dialog type in some of the text of the label of the tag you want to associate and click the “Save tag” button when done.

Remember to click the “Save member” button save the tag changes to the member.

One of the most common activities is to manage a members record. Fortunately this is really easy to do. Start out by find the members record that you want to manage. After you have found the members record click on the line in the table (not the checkbox) to switch to the member details view.

You will immediately notice that the view has three panes. The first is related to the members demographic information. This should be fairly self explanatory. In the phone numbers section you can specify multiple phone numbers for the member.

The middle pane can be used to view the members preferences, as configured in there member portal, any notes you create, the member cannot see these notes, the ability to send an email directly to the member, place a call or send a text, and also create a list of tasks for tracking, again these are not viewable by the member.

The right hand pane has settings that are related to the membership, including tags, which you create and manage, member type, again you manage the member types, the members expiration date, newsletter preferences, and if you want to block communication from the member.

Make sure to always save your changes.

You can search for members by any of the following member details
First Name
Last Name
Email Address
Member Number
City
State

To search, simply enter in one of the above pieces of information that you want to search for in the search field above the table of members and type the enter key.

When the search is complete the table will be updated with only the member records that match your search criteria. Click the ‘X’ to the right of the search to clear the search and get all the members.

You can also filter your member list by changing the filter option to the right of the search. When you click on the filter a dialog box will appear with all the options that you can filter your member records by.

The currently selected filter will be in bold. Click on any other filter option to change the filter that is being used, the system will fetch member records that match this filter, and will incorporate any search criteria that is set.

You can also sort the member records that are returned by the system by clicking on the sort option. You can sort by first name, last name, and member id.