Knowledge base

1. Open Members from the Business Portal menu.
2. Select Add member.
3. Enter the member's name and available contact information.
4. Enter a member number, or leave it empty to generate one automatically.
5. Select a membership plan and confirm the membership start date.
6. Verify the initial fee and select Add member.

Result: The member profile and initial membership are created.

1. Open Members and select the member's name.
2. Select Edit member on the member detail page.
3. Update the required profile, contact, date, status, or notes fields.
4. Select Save member.

Result: The profile is updated without changing membership or renewal history.

1. Open Members.
2. Search for the member by name, member number, email, or phone.
3. Select the member's name.
4. Review Current membership, Membership history, and Renewal history.

1. Open Plans.
2. Enter the plan name and a short description.
3. Set the price, currency, and duration in days.
4. Set how many days before expiry reminders should begin.
5. Select Save plan.

Result: The active plan becomes available when adding or renewing members.

1. Open Plans and locate the required plan.
2. Select Edit.
3. Update the plan details or clear the Active option.
4. Select Save plan.

Result: Existing records retain the plan, while inactive plans are unavailable for new memberships.

1. Open Renewals.
2. Locate the member in the Renewal queue.
3. Select the plan for the next membership period.
4. Confirm the renewal amount.
5. Select Renew.

Result: The membership period is extended and a renewal-history record is created.

1. Open Renewals and go to Renewal history.
2. Select Edit beside the required entry.
3. Correct the plan, dates, amount, payment reference, or notes.
4. Select Save renewal.

Result: The history entry is corrected. Editing the latest renewal also synchronizes the current membership.

1. Open Email reminders.
2. Enter a recognizable rule name.
3. Set the number of days from membership expiry.
4. Enter the email subject and message body.
5. Select Save rule.

Result: An enabled reminder rule is available for membership reminder processing.

1. Open Email reminders.
2. Select Edit beside the reminder rule.
3. Update the timing, subject, body, or enabled status.
4. Select Save template.

Result: Future reminder processing uses the revised template.

1. Open Billing to review initial membership and renewal revenue totals.
2. Review recent renewal amounts and payment records.
3. Open Reports for period-based performance information.
4. Select the required reporting period and review revenue by plan.

Result: The displayed totals reflect fees and renewals recorded in the portal.