New Account Setup -- Instructions
Setting up a new account with MembershipTool.com is easy! Here are the steps
you will take:
- Review these instructions, and print them for future reference. Then click the link
to "Complete Setup Form" and fill in the information requested on that form.
Then click 'Set Up My MembershipTool Account'.
- You will receive two User Names (and Passwords). One will be for
your Organization account with MembershipTool.com (yes, we use our product to manage our own
members!). The second account will be for you as the first user of your new Club
or Organization account. You will be established as a user with all possible
privileges -- including the "System Administrator" designation -- for your organization.
- With your first User Name/Password, you can log in to MembershipTool.com at any
time, and review or update your personal information, review your account history,
or make a payment. Keep in mind that when you use this first password, you
are a Regular Member with us, not an Administrator or your own Organization.
- With your second password, you can customize MembershipTool.com for your specific
Club or Organization, add members, set up and manage a Marketlace, and
more. Here are the steps you should take:
- Log into MembershipTool.com with your second (club-specific) User Name and Password.
- Select "Setup Client Options" from the "Other" menu panel (at the right of the screen).
- On the Setup Client Options page:
- Enter the "Banner Name" that you want your members
to see at the top of each page.
- Enter the Email Address of your System Adminstrator
(this is the person in your organization who should receive questions about your
use of the MembershipTool).
- Upload a Logo Image and Photo
Image for your organization. Both images will display on the login
screen that your members will see, and the logo image will appear on invoices that
you print using MembershipTool.
- Enter the information requested for inclusion on invoices that you print using MembershipTool:
Main Address, Remittence
Address, Web Address, and
Telephone Number. [If you don't plan to use Membershiptool
for invoices, these entries are not necessary.]
- Return to the the Main Menu, and select "Modify Membership Plans" from the Membership
menu panel. Here you can add or modify Membership Plans for your Club or Organization,
and you can customize the default privileges that each Membership Plan member will
enjoy (unless modified by a designated Manager of your Organization). Your
account will start with two pre-defined Membership Plans: "Shopper" and "Club Member".
If these are sufficient for your initial needs, you can skip to the next step.
Otherwise, add or modify plans as shown on the screen.
- Return to the the Main Menu, and select "View Membership Info" from the Membership
menu panel. On this screen, you can add or edit the members of your Club or
Organization. If you have your current membership information in a spreadsheet
or database, feel free to contact us. We may be able to help you load this
information into our system automatically!
- If you have an existing web page, add a link called "Member Login" and direct it
to www.MembershipTool.com//menu.aspx?org=[your organization acronym].
- If you wish to set up a MarketPlace in MembershipTool, where you can offer your
special merchandise to the whole world, return to the the Main Menu, and select
"Manage MarketPlace" from the Membership menu panel. Here, you can add the
Major Categories, Item Categories,
and Items Offered for your MarketPlace.
- Congratulations! You are done with the initial setup of your MembershipTool
account. Now you can tell your members about this great new service.
Be sure to tell each member their new User Name and Password for access to MembershipTool.com,
and instruct them to log in by clicking "Member Login" on your web page, or by going
directly to www.MembershipTool.com.