Using a chapter as the primary fee

Staff users can use any chapter (CHAPT%) as a primary membership fee product with the proper configurations in place. This enables chapter fees to be used as the primary membership fee for association members. Joining members will also be able to choose from any available chapters and have the associated fees used as the primary membership fee for their member types. The chosen chapter (during a join or renewal) might be editable. This is defined in the configuration for the billing cycle.

Before a chapter can be used as the primary dues product, first it must be included in the Customer type definition. This is done by selecting Any Chapter as the Billing code for the Primary fee. For information on how to add a customer type, see Creating a customer type.

The Any Chapter option only appears in the Primary fee Billing code drop-down, if at least one chapter billing product is defined in iMIS. See Defining billing products for information on creating billing products.

Joining with Any Chapter

To allow joins with Any Chapter, the Membership billing cycleoption must be enabled in the associated billing cycle, along with the Use to display join items set and Use to display itemized renewals options.

Joins with Any Chapter require at least one chapter selection for the primary chapter, which becomes the primary membership fee. This primary chapter must be selected regardless of the state of the Require at least one chapter selection setting in the billing cycle.

Tutorial: Joining with Any Chapter

1. Before you can join using Any Chapter, you must configure the following:
   1. A customer type with the Primary fee of Any Chapter

      1. Go to Settings > Contacts > Customer types.
      2. Select Add new customer type.
      3. Enter a unique Code for your customer type. Do not use CHAPT as your code, as this will cause an error.
      4. Enter a Name for the customer type.
      5. Select whether your customer type Is an organization or Is a member. See Creating a customer type for more on these options.
      6. Configure the membership fees options under Dues billing:
         • Enable Bill organization if the parent is to receive the bill for customers of this customer type that are linked to it.
         • For the Primary fee, select Any Chapter from the Billing code drop-down. Enter an Amount for this customer type, or make it Complimentary.
      7. Save & Exit to create your Any Chapter customer type.
   2. A billing cycle with the Any Chapter customer type

      1. Go to Membership > Billing cycles.
      2. Select Add new billing cycle.
      3. Enter a Cycle name for the billing cycle. For example, enter Chapter Membership to denote that this is a Join for chapter members.
      4. Select Membership billing cycle to enable dues billing.
      5. Select Any Chapter as the Customer types. This is the customer type that was created in Step A.
      6. Next choose your Products. In addition to specifying the details of the billing cycle membership fees, be sure to include all the Chapters you want to make available to prospective members.
      7. Enable both the Use to display join item set and Use to display itemized renewals options for the billing cycle.
      8. Configure your Notifications, and then click Save & Exit.
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2. Next, you can join the potential member. Use an existing contact, or create a new contact.
3. On the account page, click Join Now, then select the Chapter Membership Fees join product.
4. On the Chapter Membership Fees page, make your selections and add them to the cart.
5. Proceed to the cart and enter payment details to complete the join.
   

Renewing in advance with Any Chapter

Upon renewing in advance, members with a customer type of Any Chapter as the primary fee, will see their current primary chapter as the default, along with any other Active chapter subscriptions.