Individual
How to set up or edit admin notifications when members pay?
Click Dashboard Click the eCommerce tab Click the Manage existing stores icon Click on the Membership Store Click the Settings button Click Settings in the horizontal menu Select Payment Settings Scroll down and expand the Email information section ...
Email/Download Membership
How to Download a Financial Report of Member Dues From the Admin Dashboard, click Dues Management in the left side menu Click Go button beside the Payment Records Select which member types to include in the report Hint: Hold down CTRL / COMMAND ...
How to setup Auto-Notification for Member Dues Expiring and/or Past Due?
The Auto Notification 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 ...