Membership Management
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How To Create a New Member
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How to Send Login Details to a Contact
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How To Change and Send a Member Portal Password
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How to Manually Update a Contact’s Membership Status
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How To Give an Administrator Membership Status
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How To Change the Membership Renewal Fee
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How to Set the Annual Renewal Date to the Last Renewed Date
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Auto-Renewal and Manual Renewal
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Employee Accounts vs Related Contacts
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How to View Members Who Have Opted Out of Receiving Emails
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How to Create a Fee Category
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How Do I Add Birthdays to a Membership Application?
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How do I Change the Automated Membership Emails?
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How to Add a Checkbox Question to a Membership Application
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How to Change a Member’s Membership Category
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Configuring Membership Renewal Reminders in Member365
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How to Enable or Edit Membership Submission or Renewal Notifications
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How to Unarchive a Member
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How to Change the Membership Grace Period for all Members
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How to Create a New Contact Demographic
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How to Create a Membership Application Form
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How to Unlock an Account That Has Been Automatically Locked
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How to Access Membership Application Links
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How to Review Membership Application and Renewal Emails
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How to Generate a Report on Membership Questions
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How to Create a List of Memberships Without Including Employee Accounts
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How to Copy the Default ‘Welcome’ Email to a Membership Category
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How to Change Your Password Through the Member Portal
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How to Manage Membership Applications
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How to Enable Membership Approval
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How to Archive a Membership
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How to Put a Member on Leave
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How to Test A Membership Application Process
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How to Access Responses to Membership Application Forms
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How To Configure Your Member Portal
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How To Configure Your Membership Approval Workflow
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How to Manage Membership Renewal Settings
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How To Set Up Group Memberships
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How to Create Membership Add-On’s
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How to Edit Your Portal Welcome Message
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How to Edit Member Portal Invites
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How to Attach an Add-on to a Membership Application
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How to Extend the Grace Period for a Single Member
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How to Modify the Email Address Receiving Submission Notifications
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Can I merge Duplicate Contact Records in Member365?
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How to Verify Imported Contact Data
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How to Verify a Paid Membership Application Process
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How to Delete a List
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How To Edit a List
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How to Export a List
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How to Access and Create Organizational Demographics
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How to Change the Membership Renewal Limit
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How to Add or Edit Membership Application Disclaimers
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How to Enable the Admin Assistant Feature
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How to Switch Automated Billing Settings Between Monthly and Yearly
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How to Export a List of Low-Engagement Members
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How to Review Lapsed or Abandoned Memberships
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How to Grant or Revoke Access to a Member Portal Account
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How to Review Memberships Pending Renewal
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How to View a Membership Application
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How to Attach a Certificate to a Membership
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How to Member365 Helps with Mailing Labels
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How to Populate a Group Membership as an Administrator
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Membership Categories: The Overview Tab
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Membership Categories: The Fees Tab
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Membership Categories: The Workflow Tab
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Membership Categories: Extended Fields
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Membership Category: Communication
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Membership Categories: Configuration Tab
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What Is the Member Portal?
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Membership Management with Member365
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Membership Categories: Renewals
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How to Set Up Automated Recurring Billing (ARB) for Membership Dues
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Creating a Membership Tier
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How to Create a Membership Tier Category
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How to Review Upcoming Renewals
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How Members can Access and Edit their Member Profile
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How to add Text to the Membership Application ‘Payment Completed – Thank You’ Screen
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How to View a List of Active Members
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How to Register a Member Manually
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How to Enroll a Member Manually
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How to Renew a Membership Manually
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How to Determine or Change an Organization’s Primary Contact
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What are Employee Accounts?
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How to Remove Someone from a Group Membership
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How Primary Account holders can add members to their Group Membership
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Group Memberships: Everything you Need to Know
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What is a Primary Contact?
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How to Delete Abandoned Membership Applications or Renewals
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Error message: Email Address is not Unique
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How to use the Fee Calendar for Memberships
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Membership Status: Active, Archived, and Lapsed
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How to pre-approve Membership Applications
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How do Contacts Renew their Membership?
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How to disable the Member Portal
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How to Hide a Membership Category from the Member Portal
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How to Manage Your Welcome Emails
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How to let Members Renew Early
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How to Create a Membership Renewal Form