Basic Membership Tracking

There are two ways to record a client’s membership. You can simply fill out the membership fields (start, expiration, membership fee, etc.), this is located towards the bottom of their client details page, and update them whenever you wish. This is also called “simple mode”. 
See Selling a New Membership Contract without Advanced Membership Module for more information. You can also use the New Contract link to record a contract for the client based on pre-defined plans and generate an invoice. This is also called “advanced mode”.  
See Selling a New Membership Contract for more information.  If you would like to purchase the Advanced Membership Module (advanced mode) please contact your sales representative in your region using the number located at the top right hand corner of the Help and Support center.