Renewing a Membership Category may seem confusing to begin with - but, by following these simple steps, you will have mastered it in no-time.
To renew your Membership Category, do the following:
Step 1: Hover over 'Payment Options' on the main menu bar and select 'Membership Categories'.
Step 2: Click on 'Renew' which can be found on the right-hand side of the Membership Category you wish to renew.
Step 3: A box will then appear. Here, you can re-name the Membership Category, edit the cost (if necessary) and select whether you wish to review/edit the other settings of the Category.
If you wish to edit the settings, click on 'Save and Finish' when done. If you choose not to review/edit the settings, click on 'Next'. Please note all current settings including the form and email templates will be copied to the new category.
Step 4: You will then be presented with two options to renew:
- a) ‘Renew all people in the 'old' Membership Category’; or
- b) ‘Renew only people who have paid in the 'old' Membership Category’
After you have decided, click ‘Next’.
Step 5: Then, select one of the following three options:
Option 1: ‘Schedule the payment request(s) now’:
Select this option to send the payment request(s) now or schedule the request(s) to be sent at a later date.
If you have scheduled the payment request to go out at a later date, then the request will appear in the ‘Upcoming Payment Report’ where you can edit the details further if necessary.
If you have selected the request to go out 'now', details of the payment request will appear in ‘Financials’ > ‘Payment reports’ within a few minutes of completing the process.
Option 2: ‘Schedule the payment request(s) later’:
Select this option to schedule your payment request(s) another time. When you are ready, you can access the payment requests under ‘Financials’ > ‘Payment request(s) waiting to be scheduled’.
Option 3: ‘No payment request(s) required’:
Select this option if you want to add people to the Membership Category but not request payment.
After you have sent out the renewal requests you may wish to delete the old Membership Categories.
Please Note - deleting your old Membership Categories will not affect the information in the Payment Reports.
Once you have completed all the above steps you will have successfully renewed your Membership Category.