Generating a Quick Membership Quote

Quick Guide

Step 1 - Navigate to Dashboard on the left menu

Step 2 - Add the "Quick Membership Quote" widget to the Dashboard

Step 3 - Set the membership start and end date

Step 4 - Select a group or groups to quote for. To view the individual charge amounts click the magnifying glass icon next to the Quote Amount.  To create a formal quote from the Quick Quote click the blue arrow button in the $ Quick Membership Quote header.

Step by Step Guide

Step 1 - Navigate to the Dashboard on the left menu by clicking "Dashboard" 

Step 2 - Add the "Quick Membership Quote" widget to the Dashboard using one of the below options:

Option 1 - Click "Add Widgets" button and then click + button next to "Quick Membership Quote"

Option 2 - Right click on the open space and click "+ Add Widgets", click + button next to "Quick Membership Quote" and then click Finish Editing button.

Note: the more widgets on the Dashboard the more the site's performance will be affected

Step 3 - Set membership start and end dates. Note leaving the end date blank will pick up the current membership year's end date.

Step 4 - Select the group or groups to generate a quote by dropping down the membership list

To view the individual charge amounts click the magnifying glass icon next to the Quote Amount.

To create a formal quote from the Quick Quote click the blue arrow button in the $ Quick Membership Quote header.