How do I process memberships?

A recording of the live membership training held on May 3, 2021 can be found here.

Here is a general overview of the steps you need to go through in order to process memberships in NAMI 360:

Create a batch in which to put your memberships. Please review the following article if you need guidance on how to do this: How do I create a batch?
Add memberships to your batch
1. Create a new contact record if the person doesn’t already have a record in the system. Please review the following article if you need guidance on how to do this: How do I add a new contact?
2. After you have added the new contact record, you can go to your batch and add a new membership for them: How do I add a new membership?
3. If the person already has a record in your data, you can go to your batch and add their membership. Please review the following articles if you need guidance on how to do this: How do I add a new membership? or How do I renew a membership?
Submit the payment once you’re done putting memberships in your batch. Please review the following article if you need guidance on how to do this: How do I pay a batch?