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Membership ApplicationRenewal  Form

Membership ApplicationRenewal Form

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Instructions and help about Membership ApplicationRenewal

Membership renewal is straightforward, but data is taken from or sent to other parts of Beacon, so you should get the steps in the right order. This video looks at how to renew members within Beacon. It doesn't cover online renewals through the membership portal. You must be the membership secretary or have similar privileges in Beacon. There are four main steps: Verification: Check you’re dealing with an existing member, or someone who has been a member in the past. Confirm & update the member’s details if necessary. Certain data, such as gift aid and membership class, must be changed before renewing membership. Renew the membership: This updates the member’s Beacon record... and generates a Membership financial transaction. Let the member know their payment has been received and their membership renewed. Make sure you’re dealing with an existing or former member rather than a new member. Click Members under Membership n the main Administration menu... to displ

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