SOP: Prorating Memberships
Objective
To effectively prorate memberships for new members in the system.
Key Steps
Search for the person you want to add a membership to.
Select the membership option you want to choose.
Adjust the billing cycle date to start on the regular billing cycle date (e.g., November 1st).
The system will automatically calculate the prorated amount from the start date to the next billing cycle date.
Review the prorated amount displayed on the screen.
Proceed to create the membership for the individual.
Cautionary Notes
Ensure that the correct membership option is selected for the individual.
Double-check the billing cycle date to avoid errors in proration calculations.
Verify the prorated amount displayed by the system before proceeding.
Tips for Efficiency
Familiarize yourself with the different membership options available.
Double-check all dates and amounts before finalizing the membership creation.
Utilize the system's automatic calculation feature to streamline the proration process.
Link to Loom