Creating New Contact
Add a new customer or member contact record before assigning membership details.
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Guides
Membership system guide topics preserved from the old website
The original WordPress site included several tutorial posts. This page keeps the important workflow coverage while linking each topic to the cleaner new PHP content area.
Workflow Coverage
Old guide topics and where they now belong
These guide topics describe product capabilities such as contact creation, member categories, recurring payments, item pricing and affiliate commission models.
Creating Membership for New Contact
Create a contact and membership profile together with category, status, username and password.
View related pageCreating Membership for Existing Contact
Update an existing contact with membership category, status, login and reference number details.
View related pageCreating Membership Category
Set up member categories and login permissions for different member groups.
View related pageItem Category for Membership
Create item categories that support membership packages, card pickup reminders and service dates.
View related pageItem Details and Price
Configure membership items, activation settings, usage unit and pricing details.
View related pageRecurrence
Manage recurring membership payment type, payment alert, initial action and expiry action settings.
View related pageReceive Items
Record received quantity and cost for membership-related items.
View related pageAffiliate Model Setup
Create affiliate or commission models with hierarchy levels and commission amounts.
View related pageAffiliate Item List Checking
Check items assigned to affiliate models from the affiliate item list.
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