Zane P
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Continuing education credit import
On this page Overview Video tutorial To upload continuing education credits OverviewWith the continuing education credit import tool, admins can view, add, and maintain education credits. Members c...
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Customizing renewal notifications
On this page Overview Renewal notifications Grace period notifications Lapsed notifications Payment confirmation and failure notifications Some states, like California and New York, have introduc...
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Why can’t my members view other members in our member directory?
On this page Overview Group attribute Security Directory settings Troubleshooting Overview As an ASA, you may have members reaching out to you advising they can't access your member directory. Th...
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Adding individual member types
On this page Overview To add an individual member type To assign custom attributes To set a landing page To add renewal settings To configure pricing settings Overview Individual members are not ...
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Managing invoices and credit memos
Before you begin Features mentioned in this article are part of our ongoing improvements to the Financial module. These features are gradually being rolled out to all accounts....
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October 2025 - December 2025 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...
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Creating a privacy policy
On this page What is a privacy policy? Essential components of a good privacy policy Where to post your privacy policy Additional resources What is a privacy policy? A privacy policy is a lega...
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Administrator dashboard
On this page Overview Membership dashboard Current membership rosters New members in the last 90 days Event dashboard Past event attendance Upcoming expected event attendance What if my event ...
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Taking a form on behalf of a member
On this page Overview To take a form on a member's behalf Overview An administrator or ASA can submit a form on behalf of a member. You can submit a form for a member already apart of your da...
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Field logic
On this page Overview To add field logic Overview You can configure field logic on a form to either show or hide upcoming form sections based on a form-taker's previous selection. The first selec...