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Basic usage
Add or edit different levels of membership plans by clicking the "Plans" tab. This tab displays a list of existing plans. Each existing plan has links to edit or delete that plan. You may add a new plan by clicking the "Add" sub-tab.
Add or edit members by clicking the "Members" tab. This tab displays a list of all members, past and present. Members may be filtered down to only active or voting members. Each member has a link to edit or delete that member. To add a new member, click the "Add" sub-tab.
A video demonstrating this is here.
To manage a member's membership status, click a member, and then click the "Plan" sub-tab.
To manage a member's key assignments, click a member in the "Members" tab, then click the "Keys" sub-tab.
Seltzer CRM defines a number of standard roles (director, member, etc.) You can use the "Permissions" tab to customize the permissions for each role.
To assign a member to certain roles, click a member and then click the "Roles" sub-tab.
The "Payment" tab allows you to enter cash and check payments manually. You can also use this tab to import Amazon & Paypal payments. To enter a payment manually, enter the member's name using the autocomplete "Credit" field. To transfer payment credit between members, enter the member receiving the credit in "Credit" and the member the credit is coming from in "Debit". Transfers are useful when two members pay with a single check or Amazon/Paypal payment.
To see a member's account, click their name on the "Members" page and then go to the "Account" tab.
For information on importing CSVs of membership lists or payment data, see the User HOWTOs page.