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Setting up and Managing your Members
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Knowledgebase Setting up and Managing your Members

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What does it mean when a member record is locked?

If you receive a message on the screen when you try to edit or add classes to a member record then it is because the person using the login name shown on the message on the date shown.  If two people ...

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How to change a Member Number when the field is "greyed" out

Scenario 1 A member who was inactive at the time your organisation joined Member Wizard and was not imported into your database at the time comes back on board and you want them to have the same membe...

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How to change a Member's Paid to Date when it is greyed out in their member record?

If you realise that the paid to date of a member is incorrect and when you open their record and go to the Organisation tab you find that the date is greyed out and can't be altered you need to: 1. Hi...

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Setting Up Member Payment Details

You can configure your organisation's set up in Member Wizard to reflect the means of payment for membership fees. These details are used both when sending out Membership Reminders by means of includi...

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Creating a Membership Type

If you intend entering your members manually then you will need to firstly create your Membership Types. Member Wizard has a standard default membership type of Unclassified

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Adding or Creating a New Member

If you do not have a spread sheet of your members or if you have a new member then you can manually add an individual member. Click on Members in the left hand navigation and select Add Member from th...

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Online Membership Applications

Member Wizard can make it easy for you to grow membership by providing a link for you to use on your web site for members to apply and pay for membership. What's even better is that their information ...

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Membership Invoice Payments - Online and In Person

When you send out your Membership Invoice or members renew online (from your website), they will first be asked to update their personal details then be offered whatever payment means you have set up ...

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Renewing existing Member Subscription online

Just as members can join your organisation online, so can they renew their existing membership and, if you have Stripe set up, pay online. Just as when you email your members a reminder they can updat...

253
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Printing Member Lists

Once you have created your Groups you can print out lists of All members, Group Members, Membership types and, if you have Classes enabled, Class or Tutor Lists.

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Merging Duplicated Members

If you notice you have somehow ended up with the same member entered twice in your system and each entry has a correct part of the member record which you wish to retain you can merge both members and...

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Adding a Membership Group

Groups of members within your organisation are useful as it enables you to not just print out lists of the various groups eg Committee, Key Holders etc but it enables a means for you to easily commun...

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De-activate Expired Members

To quickly and easily deactivate members who's membership has not been renewed select the Membership type you wish to deactivate in the Membership Type field. Next, enter or select a date for when the...

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Generating and Emailing Membership Invoices

When its time to send out renewal invoices to your members, Member Wizard will identify those members who's membership has or is due to expire and send them an invoice for them to renew for the upcomi...

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Generating and Printing Membership Invoices

Printing of Membership invoices for those members who do not have an email address is carried out in the Communications menu. This menu item is only for members without an email address recorded again...

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Changing Membership Types (Bulk members)

While you can easily change an individual member's Membership Type simply by going to the member's record on the Organisation tab and changing the type in the Membership Type field then saving the rec...

219
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Printing Name tags

Member Wizard can print a name tag out for your member which contains their name, member number, paid to date on the front and their emergency contact details and any medical conditions on the reverse...

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