You can allow event registrants to make a membership payment at the same time as they register for an event. Please note although the payment will be classified as a membership payment you will still need to add or update the membership level and next renewal date to the account for each registrant – please . . . read more
The Ticket Questions / Sessions / Add-Ons feature will make it easy for your members to purchase items (eg. t-shirts) when registering for an event. You can offer several options and include their selection in the event registration confirmation email. Where to Setup Event Add-Ons Go to the “Ticketing” tab of the event Click on . . . read more
The Ticket Questions / Sessions / Add-Ons feature will make it easy for your members to make a donation when they register for an event. You can offer several donation amount options and include their selection in the event registration confirmation email. Where to Setup Event Add-Ons Go to the “Ticketing” tab of the event . . . read more
The Ticket Questions / Sessions / Add-Ons feature makes it easy for you to manage breakout sessions at your conference. It can be used to accomplish the following: Allow event registrants to register for conference breakout sessions Charge for sessions Create registrant lists for each session Where to Setup Event Sessions Go to the event’s “Ticketing” . . . read more
With so many membership management software choices, it can be difficult to choose the best one for you. We understand moving to a new membership software is both an investment in time and money. To help you make the most of your resources here are 5 common pitfalls to avoid when evaluating options so you . . . read more
Customers on our hosting plans (note that hosting is no longer something that we offer to new customers) that are using MembershipWorks themes can now use WordPress’s new Gutenberg editor. Gutenberg is a new visual page editor and builder which you may have seen mentioned on your WordPress Dashboard. Note that the Gutenberg editor is still . . . read more
With the Timeline Dashboard you can retrieve member activity by date, type and tag. The new Show Accounts button will allow you to then pull up all accounts shown on the Timeline Dashboard. This will allow you to pull up accounts by activity type. For example, if you set the date range and filter by type . . . read more
When a non member sends a message to someone listed in your directory they will be required to click a link in a confirmation email before the message is sent. This will reduce the possibility of spam being sent to your members from your directory.
You can now record and charge a credit card when renewing a member manually from the Timeline, when a member provides their credit card information to you over the phone or in person. Click on “Record Renewal” or “Renew” from the member’s account*, then select “Charge amount to a credit card” under Action. You will . . . read more
Charge a credit card for any payment from a member’s Timeline. If the member is on automatic recurring billing you can charge their credit card on file*, or you can also enter the credit card information directly. To charge a card go to the member’s Timeline and click “Create New Entry”. Under Action, you can . . . read more
