Kavi Help CenterKaviŪ Members Help
| Chapter 83. Renew a Company Membership | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Renew a Company Membership tool is used to renew one memberships for a company. The memberships being renewed will usually be current, but in some cases, expired memberships may be renewed. The new membership type isn't always the same type as the old membership. Options for managing the membership renewal process include setting the start date, and determining whether this membership will be sent through the normal membership renewal steps, or if this is a moderated or fee-based membership, whether to bypass these steps by automatically approving this membership.
Information about the renewed membership, including the state of the membership with respect to the renewal process, will be committed to the KaviŪ Members database immediately.
Note
Membership information and links to manage memberships will be available if:
Membership is 'on' and configured for this site
This individual's or company's purpose is set to 'Member'
Search for a membership or set of memberships by setting any or all of the optional fields to refine the search criteria. To view all available memberships, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show memberships that match all search criteria.
Options:
- Company
Enter a full or partial value for the company name. The default is 'Any Company'.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership State
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Set this value to search for a particular membership state. If set to the default value, 'Any Membership State', the results will not be restricted by membership state.
The membership state may be one of the following default values:
- Pending Bill Payment
Select this membership state to find memberships that are pending because the membership fee has not yet been paid. This option only applies to fee-based membership types on sites where KaviŪ Billing is installed.
- Pending Moderation
Select this membership state to find memberships awaiting moderation. This option only applies to moderated membership types.
- Pending Start Date
Select this membership state to find approved memberships that are awaiting their start dates.
- Pending Prerequisites
Select this membership state to find memberships that are on hold due to pending prerequisites.
- Current
Select this setting if you want to find current memberships.
- Expired
Select this setting if you want only expired memberships to be displayed.
- Archived
Select this setting if you only want to view memberships that have been archived.
- Denied
Select this setting if you only want to see memberships that have been denied.
- Start Date
Set these fields to search for memberships by start date. Select whether you want to search for memberships where the start date occurs on, before, or after the date you set.
- Expiration Date
Set these fields to search for memberships by expiration date. Select whether you want to search for memberships where the expiration date occurs on, before, or after the date you set.
Review information about this company's existing membership, including the name of the membership type and the dates of the membership term, where applicable. Select the new membership from a list of membership types available for renewal. When a membership is renewed, the new membership type is usually the same as the old membership type, so the matching type is preselected in the list.
Options:
- Renew a Membership
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Review information about the membership selected for renewal.
- Member's Name
The name of the company whose membership is to be renewed.
- Existing Membership
The type of the existing membership, plus the term of this membership.
- Available Memberships
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Available membership types are displayed in tabular list format so you can select the appropriate type for this individual. You may optionally override the membership's start date.
- Membership Type
The name of the membership type.
- Fee
If KaviŪ Billing is installed and this membership type has a fee, then the fee for this membership will be displayed in this field.
- Duration
The length of time that this membership lasts.
- Select
Click to select the type of membership this individual wants to renew. This may be the same as the old membership or not.
- Start Date
Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.
Use this page to preview and manage the membership renewal process. This membership may be sent through the normal membership renewal steps, or if this is a moderated or fee-based membership, you may elect to bypass these steps by automatically approving this membership. If you are satisfied with the results, click Save.
Options:
- Existing Membership
The name and term of the old membership.
- Membership Type
The name, start date and term of the renewed membership.
- Moderation
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These options will be displayed if this is a moderated membership type. Select whether you would like all selected memberships to be automatically approved or to go through the usual moderation process.
- Yes, automatically approve this member
Set this option if you would like to automatically approve all selected memberships at this time.
- No, put this member in the moderation queue
Set this option put all selected memberships through the usual moderation process.
- Billing
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If KaviŪ Billing is installed and this is a fee-based membership type, the following default options may be presented, along with any other applicable payment methods specific to your site's configuration:
- 'Yes, issue a bill for this member to pay'
Select this option if you would like this membership to go through the regular billing process.
- 'No receipt needed. Add this member without issuing a bill.'
Select this option if you would like to skip the billing process.
You have just renewed this company's membership and the information is displayed for you to review. This membership is probably in a pending state, as indicated in the 'Membership State' field. If you would like to see whether automated email notification of this membership renewal is scheduled to be sent to this company's primary contact, see the View Email Notification Schedules tool.
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| Chapter 82. Edit a Company Membership |  |
Chapter 84. Replace a Company Membership |