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
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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
In addition to New Members, Renewals, Upcoming Renewals and Past Due, the Membership Dashboard will now also display Upgrades/Downgrades. This box will let you quickly see which members upgraded or downgraded their accounts within the selected date range. You can also click on the “Upgrades/Downgrades” title to pull up the members in that box for . . . read more
Stats Breakdown of your accounts by account status, membership level, add-ons and labels. Use this to help identify any issues with your membership data, such as accounts with no assigned membership level or renewal date. Click on any line to pull up accounts by status, level, add-ons or labels. Financial Your revenue information by date . . . read more
Administrators can now view, print and email payment receipts. From the member’s account Timeline, click on any payment and select “View/Print” or “Email”. Emails can be sent to the member or to any email address as needed. Members can also print and email payment receipts themselves through a Payment/Invoice History box by clicking on the . . . read more
The record renewal button makes it easier to record renewals for members paying by check and cash. Click on the Record Renewal button on the member’s timeline and select the appropriate renewal rate, then verify the new membership expiration date and payment amount (which can be adjusted as necessary). You can also trigger an email . . . read more
You can now import Membership Add-ons when you import or bulk update your members. For directions on importing please see MembershipWorks > Help > Membership > Importing Members. Note that you cannot update membership add-ons for a member who is on automatic recurring billing.
Sometimes an event registration/form checkout is not linked correctly to a member’s account because the wrong email address was used during checkout, or because there are multiple accounts with the same email address. Admins can now link/re-link the registration/checkout to the correct account. From the event/form dashboard, click on “Edit/Refund” or “View/Void”, then select “Link registration . . . read more