Existing and New Subscription/Membership Payment and Expiring Old
This document outlines new functionality on expiring old subscriptions when a new one is set up. This is a common...
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Assign a Payment to a Regular Subscription
If a source code is set up to always have a regular payment associated with it (Setup > Payments >... -
Giving all (Active) Subscribers/Members a Role Code
You have the option to give all Active Subscribers/Members a Role Code (as set up under Setup > Client >... -
Automated Email on New (or Renewed) subscription
Profiler has the ability to send a pre-defined email on new or renewal of subscription/membership, including merge fields. You can... -
Reporting Expiring/Expired Memberships and Subscriptions
There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre... -
Pre-Defined Regular Payment/Subscription types
When creating a regular payment (Client > Regular Payment) which could be a regular gift, subscription or membership, you can... -
Show Subscription/Membership Type and Next Due on Client Reports
When choosing to run a Reports > Standard2 Report that contains client details, you have the option for including in... -
Renewal Reminder Automation
If using the Subscription / Membership Centre you can send out automatic email reminders for when a client has a... -
Reading / Interpreting the Subscription Centre numbers
If your site has set up a subscription/membership source code(s) under Setup > System Wide Settings and the Subscription Source... -
Taking $0 complimentary payments
In some situations you may offer a $0 subscription or membership (ie. complimentary). For this to be processed, it needs...