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Zane P

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  • Customizing renewal notifications

    1. Database
    2. Membership Renewals

    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...

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

  • Why can’t my members view other members in our member directory?

    1. Community
    2. 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...

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

  • Adding individual member types

    1. Database
    2. Groups and 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 ...

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

  • July 2025 - September 2025 Release Notes

    1. Release Notes
    2. MC Professional Release Notes

    September 2025 Bug fixes We've resolved several issues related to forms: Fixed an issue that made some form registrants get stuck on a loading screen. Fixed a problem where the maximum number of l...

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

  • Creating a privacy policy

    1. Website
    2. Policy and Consent Management

    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...

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

  • Administrator dashboard

    1. Administrative Tools
    2. Administrator Functions

    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 ...

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

  • Taking a form on behalf of a member

    1. Forms
    2. Form Submissions

    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...

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

  • Field logic

    1. Forms
    2. Form Add-ons

    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...

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

  • Membership forms

    1. Forms
    2. Form Types and Settings

    On this page Overview To create a membership form To configure membership form settings To configure membership section settings Other membership form sections Overview A membership form can be u...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -6 votes

  • Providing an opt-in mechanism for your member directory

    1. Community
    2. Member Directory

    To create a custom selection set To add your selection set to your member directory An opt-in mechanism provides your members with the ability to decide if their profile will appear in directory ...

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