Add a Membership

To add a single membership transaction, from Memberships, under Tasks, select Add a membership. After you save, the membership and the membership revenue transaction are immediately created.

Tip: To enter multiple memberships at a time instead, use the Enter membership dues batch. Batch entry gives you added convenience, control, and audit trail than the one-off screen. For more information, see Add Membership Dues Batches.

For more information, see Add a Membership Screen.

1. From Memberships, under Tasks, select Add a membership.

2. Select whether the member is paying for themselves or is giving a membership to another constituent. If you select Giving a membership to someone else, enter recipient and renewal info.

3. Under Name, search for and select the constituent to receive the membership as the primary member.

4. Under Send renewal to, select whether to send renewal notices to the giver, the primary member, or both.

5. Under Who is paying for this?, enter information about the constituent who pays the membership dues. For quicker data entry, if you receive the payment in response to a membership renewal effort, enter the finder number from the reply form.

6. Under Date, select the date of the payment.

7. If you receive the payment in response to a membership renewal effort, search for and select the effort to track its effectiveness.

   Note: If you enter a finder number, the appeal and effort auto populate.

8. Under Transaction comments, enter any additional info to track about the membership transaction.

9. Under What are they paying for?, enter required information about the membership.

   • Select whether to add, renew, or upgrade a membership.

     Note: If the member upgrades to a higher level or longer term, certain fields are not displayed. For information, see Mid-term Upgrade for a Membership.

   • Select the membership program, level, and term.

   • Confirm the expiration date (or update as necessary).

   • By default, Membership amount displays the cost of the membership dues based on the program, level, and term. If necessary, you can edit the amount.

     Tip: To reduce the amount, consider using promotions instead of manually changing it.

   • If the membership program allows auto-renewals, to enroll the member, select Renew this membership automatically when it expires. (Credit card required).

10. Under Is there a discount or promotion? select whether to apply a promotion and enter the code.

11. If the program allows add-ons such as guest passes, select the add-ons to include.

12. If the program level allows multiple members, under Who should be included on this membership?, search for and select the constituents to include as members. If children are allowed, under Number of children, search for and select the constituents to receive child memberships.

13. Under Which members should receive a card?, select the members to receive membership cards. For each member selected, enter the name to appear on the card and adjust the expiration date as necessary.

14. If the payment includes an donation in addition to membership dues, under Are they also giving a donation?, select Add a donation of, and enter required info.

15. Under How are they paying?, enter information about how you receive the payment, such as by check or credit card. If this is a recurring membership and you chose to create the recurring gift, but not make the first payment, you can still enter credit or debit card information. The token will be saved to use for future recurring gift payments for the membership.

16. Under Are there any special instructions?, choose whether to send an acknowledgement to the constituent and whether the payment is anonymous. You can also apply the revenue to a tribute if necessary.

17. Confirm the tax deductible and total amounts. If necessary, adjust the tax deductible amount. For example, if the constituent receives benefits for the payment, this amount is the total amount minus the total benefit amount.

18. Select Save.