Updated: Mar 2, 2022
Once a membership package has been created, the next step is to add members to this package. This is done via the Membership Package details page, which a user is either taken to directly after creating a membership package, or by navigating to the Membership main menu item and then selecting 'Maintain' from the drop-down menu. If they then select the previously created membership package from the list displayed, they will be taken to the Membership Package details page.
Users can manage their membership packages, as well as their prospects, members and cancelled members, from the following places within ChilliDB: To create members with a 'Prospect' status, click create from the Prospect Members tab:
2. In the Add Member screen, click on 'Find' link to search for the contact to be added to the membership package.
3. Since we chose to have our membership package generate distribution lists for us, the next step is to select one the new contact’s available email addresses from the address drop-down list. The system will automatically select a business email address as a default if one exists, however users may select any of the contact's addresses to use.
4. Click on the 'Add' button to add this contact to the membership package. The Member Package details page now shows that contact listed as a member.
5. If users have added a contact as a 'Prospect', and their membership package is not chargeable. To make them a member, click on 'Manage Member' from inside the Prospect Members tab and then select 'Edit' to be taken to the Modify Member screen, where the contact's status can be toggled to 'Member', then click 'Update'.
If the membership package is chargeable, then to make them a member, click on the Manage Member link and then record information about that payment.
Note: there is support for both full and partial payments.
Manage Membership Packages and Members
Users can manage their membership packages, and their prospects, members and cancelled members, from the following places within ChilliDB:
The Membership tab on the Contacts screen
The Membership tab on the Organisations screen