Complete the following procedure to establish or update a membership's name, terms, prices, discounts, and billing and expiration dates.
Navigate to the Define Memberships screen.
Complete the following procedures as needed to create or edit memberships:
Click the Add button to display a new membership name window.
Click the OK button to add the membership to the Membership Name list and display its Define/Edit Membership section.
Click a membership in the Membership Name list to display its Define/Edit Membership section.
Enter/edit Membership information in the Define/Edit Membership and Recurring Information sections as appropriate.
Click the Submitbutton to display a save confirmation window.
Note: A membership incentive is a member-only discount (either a percentage or dollar amount) on selected products. An incentive may be applied to individual products or to all products having a particular attribute/descriptor combination.
Manage a Membership Member List
Note: A member list displays all current members of a membership and the details (name, ID, address, and birth date) for each.
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