To enter a new member profile into the database, select the "New Profile" button in the upper right corner of the Dashboard, or select the Profiles menu > Add a Member from the main navigation.
A new profile window appears, defaulting to an Organization. If the new member is an individual, select the Individual Profile checkbox. Enter an Organization Name, and update the Sort Name (for example, removing "The" at the beginning of the name) if necessary.
A duplicate check is run automatically, so if the name entered already exists in the database, a prompt will appear to either select an existing profile, or continue and save a new profile.
Select the "Member" checkbox at the bottom to indicate that the new profile is a member. Select Continue, and the new member options will appear:
From the Member Activity dropdown list, select one of the Joined options to indicate why or how they joined. These Member Activity Types are customizable in the Admin section. The date will default to the current date, but this can be changed by selecting the calendar icon.
Selecting a Membership Level at this point is optional, but highly recommended. This will automatically set the Profile Status, Affiliation Codes, Billings, Benefits, and any other settings configured in the Membership Level settings. Choose the level, then select Continue.
The profile edit screen will open. Continue to fill out the Profile information, such as contact information, social media, billing information, and more. Use the tabs on the left side to navigate to the different parts of the profile. Add a Category Listing in the Listings tab for the new Member to appear in the Directory.
Once the profile information has been entered, select Save Profile. The Profile View Screen will open with a blue notification on top noting that no Primary Relationships have been added. Adding at least one primary relationship (or a Main Contact) for a New Member is recommended. Select the Click Here in the notification, or scroll down to the Primary Relationships tab of the profile and select Relate an Existing Profile, or to relate a new profile that doesn't exist yet, select Relate a New Profile.
Click Here for more information on Related Profiles.
There may also be a notification noting that there are no Dues Invoices for the profile. Even if a Billing Record was added automatically or manually, the initial New Member invoice of the first year's dues must still be created. Select the blue notification, or in the Revenue section at the top of the profile, select Create Invoice.
On the Invoice screen, select the Line Items tab.
Select Add Line Item. Select the correct dues Revenue Item from the dropdown, then update the Unit Price (or other price fields) if necessary. To add more than one line item to the invoice (such as a new member start-up fee), select Add Line Item again to add multiple line items to the invoice.
If there is no a payment to apply at that moment, select Save Invoice and an open invoice will be created on the profile. To apply a payment, select the Payment tab on the left.
Select a Payment Type, enter an amount, and update the source, dates, or check number fields if necessary. If a Credit Card payment type is selected, the Credit Card processing fields will appear to enter the card information. After selecting Save Invoice, the line items will be created, payment will be applied to the line items, and the credit card will be charged if applicable.
After saving the invoice, the screen will return to the Profile View for the new member. With all profile information entered, related profiles created, and new member invoice/payment applied, the New Member Profile is complete.