In Neon, a member is an account with an active membership. A membership is a transaction that is a property of an account.
Adding a Membership
You can add a membership to an account in two ways:
1. Create a new account and add a membership at the same time. Click Quick Add and select the type of account to be created.
2. Add a new membership to an existing account. Navigate to the account that you wish to add a membership to, open the Memberships section of their account and click New Membership.
Membership Settings are the same no matter how you are entering the membership - with a new record or into an existing record. This is the Membership Settings screen:
The membership level the constituent should receive. These are set up in Global Settings cog Global Settings Membership Settings Membership.
This will automatically populate based on the Membership Term selected.
This will automatically populate as "JOIN," because you are entering a new membership.
Enabling this setting will automatically renew this membership upon its expiration. This setting is only available for members using a credit card or e-check.
This will automatically default to today's date.
The source of the membership. Configure you list of Sources under Global Settings cog Global Settings Accounts Sources for Accounts and Transactions.
This will automatically populate according to the Membership Term you select.
The unit and duration of this membership. This will automatically populate according to the Membership Term you select.
Term Start Date and Term End Date
Term Start Date will automatically populate with today's date once you click Calculate. It will also automatically populate the Term End Date according to your Membership System Settings.
Enter any valid coupon code here and click Calculate to preview the discount.
Click Add Membership to Continue.
Summary and Payment
If your membership required a fee, the next page you will see is the summary and payment page. Here, you can choose to add more items to the transaction, or finalize the transaction by adding a payment below.
Click Submit Payment to submit your account and membership. You will then be able to view the results on the Membership detail page.