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Purchasing and Renewing Multiple Memberships Online

Note: In order to purchase/renew multiple memberships, the AllowMultipleMemberships system option must be enabled for your entity.

To purchase multiple memberships online, complete the following steps:

  1. Log into your eWeb site.
  2. Click the Online Store link located in the left navigation bar. This will open the association's Online Store.

  1. Expand the Shop for drop-down list, select Membership and click the Go button. A list of the available memberships will display.
  2. Select a membership from the list. This will open the Membership Details page for the selected membership.
  3. Click the Add to Cart button. This will place the membership in your Shopping Cart. The first membership purchased will be the customer's primary membership by default. This can be edited in iWeb.
  1. On the Shopping Cart page, with the membership in the shopping cart. Click the Continue Shopping button.

 

  1. Locate the next membership you would like to purchase.
  2. Add the second membership to the Shopping Cart.
  3. With both memberships in the shopping cart, continue through the checkout process.

Once memberships have been purchased they will show under the My Memberships tab located on the My Transactions page.  

Notice the Join column displays a date for the Gold Member membership, but not the Diplomate membership. This is because of the way the membership has been set up in iWeb. The Gold Member membership has the Start Membership Immediately check box checked. This means as soon as the membership is purchased, it will become active.

The Diplomate membership does not have this check box checked. This means it does not go into effect immediately. Instead, this membership goes into effect on the first day of the next month. Once that membership goes into effect, that date will be reflected in the Join column for the Diplomate membership.

The Join Date displayed should never change. It reflects the date this membership initially became active for this member. However, if for some reason the Join Date does need modified, it can be changed in iWeb. Even if the membership is renewed the following year, the Join date will remain the same. The Effective date will display the date the most recent membership became active.

NOTE: You must have the Multiple Memberships functionality enabled in order to track multiple memberships on customer records. Please view the Setting Up Multiple Memberships help topic for complete details.

Renewing a Membership Online

To renew one membership, complete the following steps:

  1. Click the My Transactions button to go to the My Transactions page.
  2. Click the My Memberships tab to view the membership information.
  3. Click the Renew link located in the Action column for the membership you wish to renew.

This will open the Renew to Membership pop-up window.

  1. Expand the Renew to Membership drop-down menu and choose the membership you wish to renew.

  1. Click the Renew button.

The renewal process may take a few moments. When it is complete you will see the All Done message in the Renew to Membership pop-up window.

  1. Click the Exit button.

The My Memberships page will update to reflect the renewal. The My Transactions page will also update to display the new open order that was created by the renewal. You will need to follow the steps to pay for the open order to complete the renewal.

Paying for Open Membership Orders Online

To pay for memberships online, complete the following steps:

  1. Click the My Transactions button to go to the My Transactions page.
  2. Click the My Transactions tab where you can view the transaction information.
  3. Expand the Orders drop-down menu and select the Open Orders&Invoices option.
  4. Click the Pay Open Orders button.

This will display a list of open orders and invoices for the logged in user.

  1. Click the check box next to the Order/Invoice you wish to pay. You may select more than one if desired.

  1. Click the Next button.
  2. Select the Payment Method to be used for the payment.
  3. Complete the fields associated with the Payment Method you chose.

Note: Checking the Pay Installment Amount check box located near the top of this form will only pay the Installment Amount listed under the Payment Summary section. If you wish to pay the entire balance, do not click this check box.

  1. Click the Next button to continue through the checkout process.

  1. Click the Pay Now button on the Make a Payment screen to complete the payment.

Viewing Memberships Purchased Online in iWeb

Memberships that are purchased in eWeb will be recorded on a customers iWeb profile.

To view a customer's purchased memberships, complete the following steps:

  1. Navigate to the customer's profile page.

The individual's primary membership will be displayed on their profile page in the Primary Membership Information section.

  1. Click the Membership tab located in the child form section of the profile page.

  2. Expand the Membership child form to see a list of all current memberships.

  1. Expand the Dues Orders child form to see a list of all pending memberships. These might be memberships whose dues have not yet been paid, or whose Effective Date is in the future.

As the memberships listed on the Dues Orders child form become active, they will transfer to the Membership child form.