Membership videos

These videos will teach you how to set up Membership, manage chapters, renew members, and customize the membership renewal page.

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For information about Membership training classes, see iMIS Training.

Overview

Membership Overview

Understanding membership details

Persisted cash dues membership invoices

Corrections

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

Correcting membership renewal invoices en masse

Setting up membership

Defining customer types

Creating a customer type and billing cycle

Creating a non-dues billing cycle

Creating billing products

Creating flexible membership terms (multi-year billing)

Defining prorating rules

Chapters

Joining and managing chapters

Assigning chapters by zip code

Importing zip codes for chapters

Joining

Setting up Join Now for organizations: Part 1

Setting up Join Now for organizations: Part 2

Creating a Join Now page for prospective members

Joining a member from the public website

Renewals

Billing for membership fees

Generating renewal reminders

Generating a renewal for a single contact

List billing

Managing expired members

Renewing a member paying by check

Allowing members to renew in advance

Adjusting & Cancelling

Adjusting and reversing membership invoices

Cancelling a renewal for a member

Cancelling individual billing products

Adding additional products to a membership

Overriding prices and term dates on subscription items

Deleting subscription records

Changing member types

Member website content

Customizing the membership renewal page