Membership videos

These videos will teach you how to manage chapters and set up recurring donations and membership renewals.

For information about Membership training classes, see iMIS Training.


Membership Overview




Managing chapters



Setting up membership

Creating a customer type and billing cycle

Creating a billing cycle with multiple primary membership fees

Creating a non-dues billing cycle

Defining customer types

Defining prorating rules

Editing join now

Customizing the membership renewal page

Generating membership renewal notices

Allowing members to renew in advance

Generating a renewal for a single contact


Adjustments, reversals, and cancellations

Cancelling a renewal for a member

Making a correction to a membership invoice that has already been paid

Overriding prices and term dates


Managing expired members




Billing for membership fees

List billing

Processing a membership renewal

Processing automatic membership renewals