Member Management - Assign Member Classes
Article Contents:
This article gives step-by-step instructions on how to assign a member class to a member.
Step-By-Step:
Step 1: Select
the CUSTOMERS module from the module navigation
menu. Here you will see a list of all the customers.
Step 2: Click on the View/Edit button in the Action section for the intended customer. The system will open a CUSTOMER PROFILE window.
Step 3:
Click on the Membership tab.
Step 4: Using the Membership Class drop-down list. Select the desired class from the list.
Step 5: The system will open a MEMBERSHIP CLASS window containing the Effective date and Expiration date. Choose the Expiration date and click the OK button.
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