Follow

Adding and Managing Memberships in Web Portal

1. Go to portal.agiletix.com

2. Enter the UsernamePassword, and Domain

Image_1.png

3. Click on the Customer Icon on the menu on the left. 

image_2.png

4. Enter the name of the Customer or a Keyword such as an address, phone number, or email address. Click on the Search button. 

IMage_3.png

5. Select the customer's record to open it. 

6. Once in the customer record scroll down to the Memberships tab. 

 Image_4.jpg

7. If the customer already has a membership purchased you can edit that membership by clicking on the edit button in front of the membership. 

Mem_edit_2.jpg

Adding a New Membership

8. To add a membership click on the Add New Membership button. 

9. On the Membership Add window, select your organization from the drop-down. 

Mem_Add_1.jpg

10. Select the Membership Program, the Buyer Type, and the Membership Price

Mem_Add_2.jpg

11. Once you have all of this information filled out click on the Proceed button. 

12. On the General tab, you are able to Assign a Membership number or check the box next to Auto Assign and the system will auto-generate a membership number. 

Mem_Add_3.jpg

13. Set the Join Date which indicates the day the membership becomes active and the Expiration Date which is the date that the membership expires. 

Mem_Add_4.jpg

14. Check on the Auto Renewal box if this is a membership that is automatically renewed.  

Membership_in_Portal.jpg

15. Click on the Customers Tab

Mem_Add_5.jpg

16. On the Customer Tab, you are able to add more members to a membership. In the search field type in the name of the customer and click on the Add Selected button (Please note this function will only work if you are inputting information for a Multi-Member Membership).

Mem_Add_6.jpg

17. Click on the Notes tab to enter any notes about this member. 

Mem_Add_7.jpg

18.  Click the Save button to complete and save this membership information.

Mem_add_8.jpg

19. You will now see the new membership in the Membership tab in the customer record. 

Mem_Add_9.jpg

 

Editing A Membership

20. If you already have a membership in this customers record but it needs to be edited follow steps 1-7 to get to edit page. 

Mem_edit_2.jpg

21. From here you are able to edit all the tabs described above. 

Mem_Edit_1.jpg

22. With existing memberships,  you will notice you have the ability to edit Benefit Groups

Mem_Edit_8.jpg

23. Click on the Benefit Groups tab. From here you can add new benefits or edit existing benefits to the membership. To add a new Benefit, start typing in the name of the benefit group and then select the correct group from the generated options then click on the Add Selected button. 

Mem_Edit_3.jpg

24. You should now see then benefit group listed. Click on the boxes below the benefit group to adjust the Start Date and End Date that this benefit will be available. 

Mem_Edit_4.jpg

25. If you want to delete an older benefit click on the delete icon next to the Start and End Dates. 

Mem_Edit_5.jpg

26. Once you have made your edits click on the Save button. 

Mem_add_8.jpg

27. You should now be able to see your edited membership. 

Mem_Edit_6.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments