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Membership Software Howtos
Add a New Maker
Click on the
Makers link in the navigation bar or the “Makers” link on the homepage.
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Try to fill in all of the fields. There may be errors if you don't fill something in.
The username field will become what is shown on the access control screen when someone badges in. The system will check if the name is unique. Try to make one up that is reasonably helpful.
Upload a photo if you have one. We can add it later if you don't have one handy.
If you want to create an invoice for this member right away, leave the “Create Invoice for this new Maker?” checkbox selected and you will be brought to the new maker page.
The invoice will start with a security deposit and a membership item. You can configure the appropriate membership as appropriate (access type, number of months, etc).
NOTE: due to occasional replication delays, the maker may not be available on the invoice page. Jason will fix this soon. if you save a maker, leave “Create Invoice for this new Maker?” selected and the maker dropdown doesn't show the maker, simply hit reload in your browser or navigate to the invoice screen and create an invoice manually.
Create an invoice
There are 3 types of things you can add to an invoice. We can add more if we need them, but these 3 cover the basics.
The totals on the invoice add up automatically as you make changes. When you save the invoice a nice copy of the invoice will be mailed to the maker's configured external email address if the “Email Invoice?” checkbox is selected.
To add line items to the invoice, click the “Add Invoice Item” button. You may add multiple space rentals and membership items to the invoice.
Notes are optional. A name is not. The name should probably be auto-generated, but for now put one in that is sensible like “{New member name} first month and deposit.”.
Create a membership level
Manage Rentable Spaces