• Adding a membership program
  • Setting up waivers
  • Defining registration form questions
    • Creating custom questions
      • Editing Date and time questions
      • Creating or editing duration questions
      • Making answering a question mandatory
      • Editing Report label
      • Grouping questions by section header
      • Moving objects
  • Customizing email templates
    • Inserting merge fields in an email
  • Setting up package option details
  • Previewing your program
  • Configuring ACTIVE.com listing page
  • Adding a discount coupon
  • Creating a family or group discount
• Editing an existing program
  • Editing a program
  • Editing the package name and description
  • Adding an additional package for a program
  • Adding an additional option for a package
  • Updating package options
  • Activating or deactivating an option
  • Editing an email template
• People
  • Searching for people
  • Editing personal information
  • Viewing order details
  • Canceling membership
  • Reactivating membership
  • Approving or declining a refund
  • Entering rebate information
  • Adding term to a membership
  • Issuing refunds
  • Transferring membership
  • Re-sending a new member email
  • Checking if a member's auto-renewal is turned off
• Reports
  • Downloading a report
  • Formatting date columns in MS Excel
  • Rerunning a report
  • Running the Membership report to show only renewed, lapsed or new memberships
  • Membership Status
• Data Migration
  • Data Migration
• Settings
  • Updating account settings
    • Processing fees
    • Using payment accounts
      • Adding or editing a payment account
      • Setting up payments by check
      • Setting up direct deposit (ACH) Payments from Active
      • When does my payment account become active?
      • How many payment accounts can my organization have?
      • How do I validate a direct deposit account?
      • Validation failed
      • Contact Us
  • User Admin
    • Inviting others to your organization
    • Editing or removing a user
  • Organization management
    • Denoting governing body
    • Requesting a parent organization
    • Managing child organization requests
• Version