MEMBER: Changing a Member's Membership Level AMP Feature


Purpose: To allow FinalForms AMP Admins the ability to change a member's membership level.

How to: 
1. Manage-Members

The Manage menu open over the Members table, with Members highlighted at the top of the dropdown
Manage-Members


2. Find the member whose membership level you want to change. Click the Edit profile button.

A filtered Members table showing one result, with the Edit dropdown open listing Edit, Assign Groups, Change Password, Become, and Merge
Edit Member


3a. Scroll down to Association Information and click on the Membership Type dropdown. Select the membership level you want to choose for the member and save changes at the bottom of the screen.

The Association Information section of a member's edit form with the Membership Type dropdown open showing Regular and Retired options
Edit Member


3b. You may also go to a member's forms to change a member's membership level under the contact information form. Once you change the membership level, save changes at the bottom of the screen.

NOTE: Once a member's level has changed, they will get that new membership level's pricing on all membership and events. Ex: Retired rates for conference/membership.

A member's Forms popup listing Contact Information, Membership Information, and Member Groups forms, with View Forms circled
Members Forms

The Membership Renewal form's Membership Type dropdown open, showing Regular and Retired options above the Contact Information section
Contact Information Form


Conclusion: This training tip allows FinalForms AMP Admins a convenient way to update a member's membership level. This is particularly helpful when a member has retired, or wants to change from a regular member to a dual member, for example.
 
Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com