thankQ Help
The Management of Membership using thankQ requires the user to execute various tasks, usually in a set sequence. There are five distinct phases.
Initiation Phase |
Create Membership Destination Codes Create Membership Source Codes Create Membership Types and Pricing Create Membership for contacts Activate Membership |
Payment Phase |
Process Membership Payments |
Renewal Phase |
Generate Membership Renewals |
Maintenance Phase |
Rejoin Lapsed Members Terminate Memberships Upgrading Memberships |
Reporting Phase |
Set Budget Forecasts Generate Membership Cards Generate Membership Report |
The renewal phase will also involve a further payment, so the payment and renewal phase are cyclic.
