Zane P
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New member profile view
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 ...
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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
Individual members are not linked to any other profile in your database. Individual member types contain the built-in attributes (name, email, address, phone) and any custom attributes you assign. ...
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January 2026 - March 2026 Release Notes
March 2026PO numbers included in transaction report exportsTransaction report exports now include a dedicated column for Purchase Order (PO) numbers. When a PO number is associated with an invoice,...
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Managing invoices and credit memos
On this page Invoice types Invoice statuses To manage invoices Invoice actions Internal comments FAQs When you view an individual invoice, you can take actions like paying, refunding, or voiding...
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Creating a privacy policy
On this page What is a privacy policy? Essential components of a privacy policy Where to post your privacy policy Additional resources What is a privacy policy?A privacy policy is a legal docume...
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Administrator dashboard
When Administrators and Authorized Service Administrators (ASAs) log into MC Professional, they land on the admin home page. This page features dashboards that gives you quick snapshots of your mem...
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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...