New Articles

  1. Sale Adjustments

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Sale Adjustments Find Member > Activities > Transactions > Select Activity > Make Adjustment Find member. Click Activities. Click on the row of the activity to be adjusted. Click Transactions. C...

  2. Cancel Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Cancel Registration Find Member > Activities > Select Activity > Cancel Find member.  Click Activities. Click on the row of the activity being canceled. Click the Cancel link. Choose the reason f...

  3. Transfer Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Transfer Registration Find Member > Activities > Select Activity > Transfer The Transfer feature moves the participant from one activity to another. It auto-cancells the old activity and, if payment was made for the old a...

  4. New Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    New Registration Find Member > Offerings Find or add member. Hover over Offerings and click the program area from the drop-down menu. If needed, filter the list of available programs using the options on the lef...

  5. Cancel Membership

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Cancel Membership Find Member > Activities > Membership Activity Click Find Member and search for a member.  Click Activities.  Click on the row of the membership type the individual is canc...

  6. Replace Membership (Membership Type Change)

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Replace Membership (Membership Type Change) Find Member > Offerings > Membership > Add Find member. Hover over Offerings  > Click Membership . Click Add  on the new membership type. Choose the start date of the ...

  7. Household Membership Composition

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Household Membership Composition Member > Activities > Details Find member. Click Activities.  Click on the row of the currently active membership.  Click Details.  Check and/or un...

  8. Membership Modifiers

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Membership Modifiers Find Member > Activities > Recurring Billing Add Modifier (New Membership) Follow the steps to  Sell a Membership . Select the modifier from the drop-down menu on the product details screen ...

  9. Membership Hold

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Membership Hold Find Member > Activities > Recurring Billing Find member. Click Activities.   Click on the row of the currently active membership.  Click Recurring Billing.  Click the hold check box and enter...

  10. Sell Membership

    Created On: 07/13/2023 in Pulse Member Accounts Membership
    Sell Membership Find Member > Add Individual (if necessary) > Access Account > Offerings Find or add a member.  Add family members, if applicable.  Hover over Offerings and click Membership. Then, choose ...
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