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Select the Linked Members tab.  The contact that has bought the membership will appear automatically.  If you selected related contacts, these will appear also.

To select unrelated contacts a lookup value needs to be set. See Adding Membership Roles for Unrelated contacts below.

The costs associated with membership roles can be setup in Lookup Values. They can be setup as the Full Associated Cost or on a Pro Rata Basis.

1.Right click on a contact and choose Set Role for this Relationship.  

2.Select a role from the drop down list and select OK.

When the Roles were setup under membership pricing, minimum and maximum ages can be set. If the date of birth of a related contact is out of this range the role will not be available. If the related contact is within the range the role will be available.

3.If the contact selected does NOT have a date of birth, the following dialog box will appear.  Select OK.

4.Enter the date of birth of the member and select OK.  If you do not know their date or birth, leave this field blank and select OK.

The cost of the role will appear within the Linked Members tab.  The additional cost will be added to the due amount field in the Membership form.