Memberships … Easy as Pie!. Preferences Catalog Record Member Course Course for Members.

Memberships … Easy as Pie!

Preferences

Catalog Record

MemberCourse

Course for Members

Think it through

When will memberships

need to be renewed?

Is there a fee to belong

to the membership organization?

Are courses

restricted to members

only?“Rolling” Membershipv.s.

Specific Expiration Date

Edit / Preferences / Course Tab

Create acatalog record

Create a Membership Course

Type = Membership

New Date Field

Student List = Members

Catalog Code

Set Fees

Expiration can be either a date or number of days

Membership expires on…12/31/2010

Membership 365 Days After enrolling ….

Course Setupfor Membership

Helpful Hints!

Any class can offer member discounts

…AND you can add member codesTo a person (student) manually if

Desired… … more on that later…

Membership Requisites

You can restrict anyone but an

ACEClub member from enrolling in a

course

Adding a name to a membership class automatically stamps the membership information & expiration date on the

Demographics 2 tab.

An Active Membership entitles the participant to the member rate

A course may allow both members and non-members, so may contain

other fees

Right click the membership date to adjust the expiration date

Now you’re ready to enroll organization members in

classes!

Firm Level Fee Preference

• Ties to Name Fee Category

• Now, set a preferred fee at the FIRM and have all employees get that preference..

A little extra . . . Donations!

Donations have two options

A course designed to accept only donations

Course setup

An additional fee in an existing course

As an additional fee

Questions?