Previous Step: Membership Cards & Check-Ins
View/Print Memberships is a sub-Module under the Account Actions section of a user's account. It allows staff to manage an individual or family membership at the account level.
Video Instruction
Watch the video to learn about the View/Print Membership section. Once finished, review how to apply what you learned in the system before continuing to the next module.
When to Use
View/Print Memberships allows you to view information to assist customers with their memberships. This section of the program can be helpful for:
Pausing Memberships for users who are being auto-billed
Viewing remaining scans on Punch Cards
Printing Membership Cards for users to have on hand
How to Apply
While learning how to view/print memberships you may experience areas where you have questions. If you have any questions or run into issues, please keep track of each so your CivicPlus representative may address them.
Please complete the following:
Familiarize yourself with the View/Print Membership Section
Familiarize yourself with the different detail tabs
Practice editing membership number
Practice creating membership cards for individual membership and family memberships if applicable
Practice terminating and renewing memberships
Additional Resources
Here are helpful articles about the View/Print Memberships sub-module for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Module Complete: Return to Training Library