Your Member Group is designed to help group certain members into a specific group. For example, you may create a group for Current Members and New Members. This is especially helpful because your chapter may charge current members and new-members separate amounts for chapter dues.
This feature can also save you time, and we know how much of a pain it is to charge a member one by one. You can create unlimited groups, so we encourage you to use this feature as you please.
Here’s how to create a member group:
1. From your Admin Dashboard, click on the Invoice on the left sidebar to go to the invoice Overview
2. Scroll down to yourMember Groupstile and clicked a group
3. Begin by entering your Member Group TitleandMember Group Description
- Click Continue
NOTE: The MemberGroup page will display two tables. The left table will display all members and the right table will display selected members.
4. A) Select your Assignees
- Select your member(s) to add to your member group by clicking the(+)icon on the member's tab in the left table. The selected members will be added to the right Assignees table.
- To add every member, click on Add All Members on the left table.
4. B) Review your Selected Memberstable
- Remove a member by clicking the (x)icon in the member table. Once you remove a member, the member will reappear in the left Memberstable
- To remove all members, click on Remove All Members
5. ClickReviewto continue
6. On the Review and Submit page, confirm that your Member Group Details are correct
- Next to[#] Members are Assigned, clicks how to view all members
- ClickFinish
NOTE: To make changes to either your Member Group DetailsorAssignees, click edit
After successfully creating a member group, you can either click Done and view your MemberGroup, or click Create AnotherMemberGroup.
You will always be able to view and edit your billing groups as you please. Simply click the View All Groups button on your homepage under the member Groups tile.