New Articles

  1. 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...

  2. 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 ...

  3. 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...

  4. 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 ...

  5. 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...

  6. 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 ...

  7. Member Merge

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Member Merge Find Member > Access Account to be Merged Click Find Member > Search for the From  account   (the account to be merged into another unit).  Click the Merge  icon on the prof...

  8. Add Household Member

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Add Household Member Find Member > Access Existing Account You can find the account and access the profile to add the household member to an existing account.  NOTE : When adding a new household member to a...

  9. Find or Add an Account

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Find or Add an Account Find Member > Add Individual Click Find Member . Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of the above. Narrow the search further ...

  10. Approvals

    Created On: 07/13/2023 in Pulse Member Accounts
    Approvals Approvals Approvals are used to record pre-approved program financial aid. Modifiers are used for membership financial aid and other group discounting.   Add Approval Find or add a member.  ...
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