Add a New Membership Type:

• Go to the Site Administration menu
• Click the Membership Types  icon.  Note that you may also select the Add New option on the Search For Membership Types page.
• Enter a name and description to be displayed in the visitor portion of the Website.

 

• You may attach a Brochure and an Agreement Document.  Click on the    Add Brochure icon to upload a new brochure from you computer or click on the    Edit Brochure icon to create a brochure using the PORTALPRODIGY Document Editor.  Use the same options for adding or creating an Agreement Document.
• Acceptance Type options:

• If you elect to not have an Agreement Document or do not require the membership applicant to acknowledge acceptance of the Agreement Document, leave the Acceptance Type set to Not Required.   
• If you require the membership applicant to acknowledge acceptance of the Agreement Document and wish to do this electronically, set Acceptance Type to Online. 
• If you require the membership applicant to acknowledge acceptance of the Agreement Document with a handwritten signature, set Acceptance Type to Signature.  Be sure to enter instructions in the Acceptance Notes field explaining this along with the mailing address where the membership applicant shall mail their signed copy of the Acceptance Document.   The Acceptance Notes are displayed during the Membership Signup process in the Visitor portion of the Website.
• To define a Membership Application or Questionnaire, follow the instructions on
• Set the Membership Approval parameters.
• Set the Signup Options as follows:
• If the Membership Type is only for individuals, then select the Individual radio button and select an Individual Signup Form. 
• If the Membership Type is only for companies, then select the Company radio button and select a Company Signup Form. 
• If the Membership Type is for both Companies and Individuals, select the Both radio button and select both an Individual Signup Form and a Company Signup Form.

Member Applicants must either log in (if they are already registered as user on your Website) or they must signup as a new user.  Signup Forms are Quick Registration forms that are used for collecting the signup contact information (For more info see Quick Registration Builder section in the Features Management Chapter.)    If you do not specify a Signup Form in the Membership Signup options, PORTALPRODIGY will use the default Signup Form specified in Feature Management for User Signup. 

• In the tab section For More Information, specify a contact person and their contact phone number and email.  This information will be displayed on the Membership details page in the visitor portion of the Website, including a link to automatically generate an email.
• In the tab section Membership Groups, specify which Security Group that PORTALPRODIGY should automatically assign the Member to, for each condition.
• In the tab section Make Checks Payable To, enter the name that checks should be made out to and the address they should be sent to.  This will be displayed on the Membership Payments page during the membership signup process.
• In the tab section Fee Options set the parameters to determine how the membership fees will be billed. 

• Only set Initial Terms when Pay On Account is allowed. 
• If the Membership Type includes Renewal or Recurring Fees, then select a Recurring Terms and specify in Enter the Days To Bill Before Due, how many days prior to the terms due date to print invoices. 
• Set the options for Prorating and Locking Fees.
• Set the Dues Anniversary option to determine when the membership starts.
• If Member Applicants require approval before the can become members, then enter into Days to Approve the average number of days it takes to process applications.
• In the tab section Accepted Payment Methods select each payment method to be available to membership applicants.
• In the tab section Membership Notifications select the notification to be used for sending emails for each condition.  These are used to specify the email template to be used by the Auto Broadcaster.
• In the tab section Fee Types, define the Fee Types applicable to the Membership Type.  A Membership Type may have one Initiation Fee, one Recurring Fee, one or more Recurring Fee options from which the member applicant must select one, and one or more optional Other Fees from which the member applicant can select none to all.  Note that the edit options for each Fee Type are not available until after saving the new Membership Type for the first time.  So, click , which is located at the bottom of the page.

 

To charge an Initiation Fee:

• Click on the  icon to the right of the Initiation Fee.   This will display the Items Management page.
• Leave Type set to Service.
• In Item Name you may replace Initiation Fee with a different name.
• In Price enter the fee amount.
• Leave Default Item set to No.
• Leave Product Type set to Initial.
• Set the Interval for the Initiation Fee.  If the Initiation Fee is not for a specific period then do not select an Interval.  E.g. “Lifetime Membership”.  Note that once you clicked on an Interval and saved the Fee Item, you cannot reset to no Interval.
• If Days is selected as the Interval, then enter the number of days into the Days field.
• If the Membership starts on a specific day of the year other than the Calendar or your Fiscal Year, then specify a Start Date; otherwise leave Start Date empty.  Start Date only uses the day and month, ignoring the year of the date.
• Set the Prorate and Include Next Period options.  It is suggested that Prorate only be set to Yes, when the Recurring Fee is equal to or greater than the Initiation Fee; otherwise it is suggested to leave Prorate set to No, especially when the Interval is equal to a year or greater.
• If the PORTALPRODIGY GL Journal Entries feature is enabled select the applicable GL Accounts.
• Click  and confirm save.

 

To charge a Renewal Fee:

• Click on the  icon to the right of the Renewal Fee.   This will display the Items Management page.
• Leave Type set to Service.
• In Item Name you may replace Renewal with a different name.
• In Price enter the fee amount.
• Leave Default Item set to No.
• Leave Product Type set to Renewal.  Note that the Renewal Fee’s Interval is automatically set to the same Interval as the Initiation Fee.
• If the PORTALPRODIGY GL Journal Entries feature is enabled select the applicable GL Accounts.
• Click  and confirm save.

 

To add a Recurring Fee:

• Click on the  icon to the right of the Recurring label.   This will display the Items Management page.
• In Item Name enter the name for the Recurring Fee.
• In Price enter the fee amount.
• Leave Default Item set to No.
• Leave Product Type set to Recurring.
• Set the Interval for the Recurring Fee option.
• If Days is selected as the Interval, then enter the number of days into the Days field.
• Leave Start Date empty.
• Set the Prorate and Include Next Period options.
• If the PORTALPRODIGY GL Journal Entries feature is enabled select the applicable GL Accounts.
• Click  and confirm save.

 

To add an Other Fee:

• Click on the  icon to the right of the Other Fee label.   This will display the Items Management page.
• Leave Type set to Service.
• Enter an Item Name.
• In Price enter the fee amount.
• Leave Default Item set to No.
• Leave Product Type set to Other.  Note that the Other Fees do not have Intervals.  They are one time fees that are billed as part of the initial Membership billing (Order).
• If the PORTALPRODIGY GL Journal Entries feature is enabled select the applicable GL Accounts.
• Click  and confirm save.

When finished defining the Membership, click  located at the bottom of the Membership Types Management page and confirm save.