Membership Management Portal
Office Staff: Use this page to manage member records, update membership information, and create new members.
📋 Quick Links
- 🔍 Search for Members – Find existing contacts and members
- ➕ Add Membership to Existing Contact
- 📊 Advanced Membership Search – Search by membership type, status, etc.
- 📈 Membership Reports – View membership statistics
➕ Create New Member (Individual)
Use this form to create a new individual contact. After creating the contact, you can add their membership.
New Individual
✏️ Update Contact Information
Search for a contact first using the link above, then use this form to update their information:
Name and Address
📝 Bulk Membership Entry
For adding multiple memberships quickly:
Membership Bulk Entry
ℹ️ Common Tasks
- To renew a membership: Search for the member → Click their name → Go to Memberships tab → Click “Renew”
- To change membership type: Search for the member → Click their name → Go to Memberships tab → Click “Edit”
- To add notes: Search for the member → Click their name → Go to Notes tab → Click “Add Note”