Individual
How to set up or edit admin notifications when members pay?
From Admin Dashboard Click Membership from left side menu Click Membership Store under Store Management Click Membership Management from top menu Click Settings from drop down menu Scroll down to bottom of screen Payment Settings Set the Email Admin ...
Email/Download Membership
How to Download a Financial Report of Member Dues From Admin Dashboard Click System Tools from left-side menu Click Financial Reporting Enter a Start Date and End Date Ensure there is a checkmark beside Membership Module (remove checkmarks beside any ...
How to setup Automated Emails for Member Dues Expiring and/or Past Due?
The Member Automation feature in the Dues Management module allows you to set up automated reminder messages for dues that are coming near expiration and/or past expiration to reminder members to submit payment. Multiple auto notification reminders ...
Managing Member Dues Categories
Create a Member Dues Category Click Dashboard Click Dues Management in left side menu Select Dues Categories in horizontal menu Select Create New Dues Enter a Dues Category Name e.g. Professional Member Select from the dropdown the corresponding ...
Managing an Individual's Membership
How to get to the Individual Membership Management screen How to Grant a Membership to an Individual? How to Temporarily or Permanently Remove Access to a Membership? How to Update a Member's Expiry Date? How to Change a non-paid Membership? How to ...
Creating and Importing a Member Group
How to Create a Member Group? How to Edit a Member Group Name or Properties? How to Batch Grant Memberships (Membership Import)?
About Membership in X-CD
The X-CD Membership Module gives your individual members private access to member materials and to pay their dues. Integration with the Attendee and Submission Modules, provides single access in ONE place to register for your conference, submit ...