Add Managed Account (Admin)
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will...
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Add Member
On the left-hand side of the screen in the navigation bar, select Member(s) under Member. This will take you here:... -
Add Member Additional Fields
Go to Configurations and Settings at the top right of your screen. This will take you here: Within the horizontal... -
Add Member Address(es)
For a new member (see: Add Member). For an existing member, search the member’s name (see: Search Members). Each of... -
Add Member Invoice
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you... -
Add Member to Group
On the left-hand side of the screen in the navigation bar, select Group(s) under Member. This will take you here:... -
Add Member To Limited Access To An Event
Within the left-hand side of the screen in the navigation bar under Events, select Events. This will take you here: Select the... -
Add New Agreement
On the left-hand side of the screen in the navigation bar, select Agreements under Member. This will take you here:... -
Add New Charge
Within the left side navigation bar under Account, select Charges. This will take you here: In the horizontal navigation bar,... -
Add New Committee
Within the left side bar under MEMBER, select Committees. This will take you here: In the horizontal navigation bar, select... -
Add New Event Order For A Member
On the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add New Event Order For A Non Member/Guest
On the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add New Table
Within the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add Package Types
Go to Settings and Configurations at the top right of the page. This will take you here: Within the horizontal... -
Add Parading Organization
On the left-hand side of the screen in the navigation bar under EVENTS, select Parade. This will take you here:... -
Add Parading Organization
On the left-hand side of the screen in the navigation bar under Events, select Parade. This will take you here:... -
Add Payment to Invoice
On the left-hand side of the screen in the navigation bar, select My Account. This will take you here: Click +... -
Add Payment To Invoice Through Member Account
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here:... -
Add Payment Type
Click on the Settings icon (the gear) located to the right of the search bar. This will take you to... -
Add Pictures To An Existing Gallery
Within the left side bar under NEWS & CALENDAR, select Gallery (not the Gallery option at the top of the... -
Add Ticket Order
On the left-hand side of the screen in the navigation bar, select Events. This will take you here: On the Events... -
Add User to Business Account
Business Accounts are for the grouping and tracking of multiple user accounts that are managed by a company or organization.... -
Allow Members’ To Pay Later When Ordering Tickets
On the left-hand side of the screen in the navigation bar under Events, select Events. This will take you here: Select the... -
Apply Bulk Invoices
Within the left side bar under ACCOUNTS, select Invoices. This will take you here: In the horizontal bar at the... -
Approve Agreement For Member Who Signed Outside Of The System
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will...
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