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Delegate Registration

Delegate memberships should be used when a member account wishes to add a new delegate contact immediately to an active membership.

caution

If the member wishes to wait for renewal to add the delegate, this entity should not be used.

Register a delegate

Reset delegate membership

Register a delegate​

1. Start the membership of a new delegate​

  • Select the Delegate Memberships page from the side menu (1).
  • Open the Create Delegate Membership (3) form by clicking on the + New button (2) in the toolbar.

Open delegate registration Open delegate registration

2. Choose an account and the membership fee on which to add the new delegate.​

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The contribution must be active, pending or paid. If it is pending or paid, the delegate's membership will take place when the membership fee is activated.

Select Account Select Membership

3. Create or choose the new contact​

If you want to add an existing contact as a delegate:

  • Use the magnifying glass (1)
  • Search the contact to add (2) and select it.

Select Contact

If you want to add a new contact,

  • Press the magnifying glass (1) and simply select the option + Create Contact (2) to bring up the form Quick creation: Contact (3).

  • Fill in the compulsory fields of the form (4) and to save everything (5).

Create Contact

4. Choose the type of pro-rata adjustment​

Choose pro-rated adjustement

OptionsDescription
NoneApplies the total fee for a full period
AutomaticCalculates the fee based on the number of months remaining in the period, rounded to the nearest month
AmountAllows you to specify the amount to be billed
PercentageAllows you to specify the percentage of normal costs that will be invoiced

5. Register the delegate membership.​

Choose the Save option in your toolbar. This option is preferred over Save and Close since the first will allow you to stay in the delegate membership process and complete the final step while the second will take you back to the main Delegate registration menu.

Save

6. Bill membership​

To bill for delegate membership, press the Bill button in your toolbar. An invoice will be created and sent to the customer (it could also be pending transfer to the accounting system depending on the parameters you have configured during the implementation of Membri).

Bill

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What's next?​

Here are the different steps that Membri automatically performs in the background:

  • Membership is placed on hold.

  • The contact is added to the other contacts in the account while waiting for the invoice to be paid.

  • When the invoice is paid and the membership fee is active, the contact will be placed in the member contacts of the account and the delegate membership will be considered paid.

Reset delegate membership​

If an error is made on a billed delegate membership, but the bill has not been paid, it is possible to reset the delegate membership to make changes. Then press the Reset button to cancel the invoice. You will then be able to modify the membership and re-invoice it afterwards.

Reset delegate registration

Frequently asked questions​

How to add a delegate to a membership that is not yet active?​

In order to avoid adding a delegate to an almost due membership, you can add a delegate to a renewal.

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Still not sure? Contact us - support@vendere.ca