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Zane P

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Articles

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  • Manual renewals

    1. Database
    2. Membership Renewals

    On this page Renewing members in your admin dashboard Renewing a member from their profile Processing renewals in bulk Renewing members in your admin dashboard An administrator can manually proce...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 7 votes

  • Default member type notification settings

    1. Database
    2. Groups and Member Types

    On this page Overview To configure default notification settings To apply default notification settings to member types Overview This article outlines how to configure default notification settin...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • October 2025 - December 2025 Release Notes

    1. Release Notes
    2. MC Professional Release Notes

    October 2025 Track invoice history with the Activity Log We've added an Activity Log feature that automatically tracks and timestamps every financial action related to an invoice or credit memo. Th...

    • Zane P
    • Edited
    • 0 followers
    • 0 comments
    • 0 votes

  • Adding a cookie banner to your website with Termly

    1. Website
    2. Policy and Consent Management

    On this page About Termly Part 1: Accessing the embed code in Termly Part 2: Adding Termly embed code in MC Professional Instructions pertaining to Termly's products are provided as a courtesy. M...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Authorized service administrators (ASAs)

    1. Administrative Tools
    2. Administrator Functions

    On this page Overview To view the number of ASA profiles associated with your account To add an ASA To remove an ASA Notes on ASAs ASA resources Overview MC Professional accounts come with two Au...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 5 votes

  • Registrant list

    1. Forms
    2. Form Submissions

    On this page Overview To access the registrant list of a form To filter a registrant list To update registrant statuses To export registrants To email event registrants Overview On the Registr...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -3 votes

  • Discount codes

    1. Forms
    2. Form Add-ons

    On this page Overview To add discount codes Configuring discount codes To apply discount codes to pricing fields To apply discount codes to membership applications and renewals Overview This arti...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Changing payment processors

    1. Financial
    2. Payment Processing and Refunds

    Changing payment processors To disconnect a payment processor from a member type To disconnect a payment processor from a form To remove a payment processor from your account Changing payment proc...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • New member profile view

    1. Database
    2. Profile Management

    On this page Overview Features available to your members Features available to admins Overview Member profile view is the front-end view  - on your website - that members see when they log in to ...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Continuing education credit import

    1. Database
    2. Profile Imports

    On this page Overview Video tutorial To upload continuing education credits Overview With the continuing education credit import tool, admins can view, add, and maintain education credits. Member...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 2 votes