Sell a Membership Screen

At the top of the screen, the selected membership program, level, and term appear, along with the applicable expiration date and price.

For a new, rejoined, or activated membership, Altru calculates the expiration date from the transaction date. For a renewed membership, Altru includes any time remaining on membership to calculate the new expiration date. For example, if a member renews an annual membership three months early, the renewed membership will not expire for 15 months.

To edit the membership program, select Cancel to return to the Daily Sales page.

Select the appropriate membership program level. Membership levels define the requirements related to the membership, such as terms, dues amounts, number of members, and renewal credentials.

Select the term for the membership. The term determines the duration and price of the membership and is based on the selected program and level. After you select a term, the price appears.

This field displays the expiration date of the membership, based on the selected program and term. Edit the expiration date as necessary.

For a new, rejoined, or activated membership, Altru calculates the expiration date from the transaction date.

For a renewed membership, Altru includes any time remaining on membership to calculate the new expiration date. For example, if a member renews an annual membership three months early, the renewed membership will not expire for 15 months.

For a membership program that includes types, this field appears. If your organization uses types to further define program levels, select the type of membership to add to the order. For example, natural history museums may set up types based on certain animals so patrons can select which animal they want to be associated with.

Enter the number of children to include in the membership. The number cannot exceed the number of children allowed for the membership level.

Enter any additional information about the constituent for the membership.

Select this option to enroll the patron in automatic membership renewals.

To change a standard membership join to a gift of membership, select Make this a gift or select This membership is a gift on the Members tab.

To change of gift of membership to a standard membership join, select Make this not a gift or deselect This membership is a gift.

If the membership program is enabled for auto-renewals, this option appears. to enroll the member. If the patron chooses to enroll in auto-renewals, they must pay for the current memberships with a credit card — this card will be held on file and charged automatically for renewal payments.

If the membership program allows members to purchase add-ons such as benefits or temporary additional members, this button appears. To include an add-on in the membership transaction, select this button. For information about how to add an add-on, see Sell Membership Add-ons.

On this tab, search for and select the members to include in the membership. For a membership join, the patron attached to the order automatically appears in the grid as the primary member. For a gift of membership, the gift recipient automatically appears. You can add or remove members as necessary, as long as they are allowed by the membership.

To designate a member as the primary member, select its row in the grid and select Make primary on the action bar.

For a gift of membership, in the Given by field, the patron associated with the sales order automatically appears. To designate another patron as the giver, select the applicable member or search for and select the patron. In the Send renewal notice to field, select whether to send renewal notices to the primary member, the giver, or both.