Description

MemberZone is the smarter association software is designed to help you: Acquire new members, retain and engage your existing organizations or individuals, and do more with less time.

In this session, participants will learn the basic setup steps, in the recommended order, to perform initial setup of the system to ensure the best foundation.

Prerequisite: v10 MemberZone Solution Overview

Agenda: 

• Configuring Organization Information
• User Permissions/Access
• Defining Categories & Lists
• Setting Up Billing
• Payment Gateway
• Goods & Services
• Setup Membership
• Define Directories
• Define Membership Types
• Setup Membership Application
• Setting up your Website
• Setting up InfoHub