How do I process memberships?

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


When a member pays their full $5, $40, or $60 membership dues to your organization, you would deposit that into your organization's bank account. It's then your responsibility to pay the National portion of their dues as well as the State portion (if you're at a NAMI Affiliate) or the Affiliate portion (if you're at a NAMI State Organization) so the person can be recognized as a member at all three levels of the NAMI Alliance.


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

  1. 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?
  2. 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?
  3. 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?

Additional information related to membership:

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