Membership Managers

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Everyday Tasks
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• Missing Memberships
• Processing Orders

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Forms
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• Cancellations
• Reinstatements
• Transfers

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Common Resources
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• My Chapter Members
• Profile Meta Data
• Quarterly Attendance Sheet
• Registering New Members
• Membership Managers Guide

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[su_spoiler title=”User ID Lookup” style=”simple”]

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Email Addresses
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• Membership Manager Emails
• Web Committee Emails

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Membership Revenue Reports and Process

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1. Look at the Current Month report throughout the month , especially near the end of the month to insure it is accurate.
2. On the first of the month, look at the Last Month report to insure the information is still accurate before downloading the Revenue Report – Last Month report.
3. Click on the Revenue Report – Last Month download, retrieve the download, share it to your chapter treasurer.
4. If you need help fixing any information or the information is not accurate to your understanding, contact the Membership Manager Chair at qgotvMembership@gmail.com

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• Current Month
• Last Month
• Revenue Report – Last Month Download

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1. Membership Cards cannot be printed until January 1 or later.
2. Renewal Reports – Reports are in effect December 1 thru February 28
3. Review address formats; phone formats and missing emergency contacts  for members in your chapter

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[su_spoiler title=”My Chapter Renewal List” style=”default” icon=”chevron”][wpdatatable id=248 table_view=excel][/su_spoiler]

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Membership Chair Only

• Current and Last Month – Full Version
• Report Downloads by Chapter – Last Month
• My Chapter 80+10 Memberships –  tbd

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[wpdatatable_sum table_id=96 col_id=1754] who need to renew.

By Chapter

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