Frequently Asked Questions
How does a Member or Staff change a members Membership Category?
How does a Member or Staff change a members Membership Category?
If the Member is currently in renewal mode:
- The Member can change their own Membership Category during their renewal process online by clicking "Renew Your Membership Now", which appears on their home Portal page only during renewal time.
- Inside the Dues tab they can choose a different Membership Category, if applicable to your Association.
Not all Categories are visible to all Members. If the Category is configured only for attorneys then Non-Attorneys will not see these categories. - The Staff can also change the Membership Category during the renewal process.
- A member cannot make the changes to their Membership Category once purchased due to Finances & Accounting and must call the Bar Association for assistance.
- Generally most Associations have different pricing levels for each Membership Category.
Once purchased the Membership needs to be refunded or modified by a staff Member. - Staff can make a change by selecting the Members name and then clicking Modify Membership.
NOTE:
- If there is a price difference, you will need to decide if you need to do a refund or collect additional fees.
- If you refund an item inside of the AMS that was purchased using a Credit Card then you must also refund or cancel that transaction inside your own Online Payment Gateway account (Paypal or Authorize.net). Failing to this will result in accounting incorrect accounting reports and failed accounting Reconciliation.
- If the price is the same you can make the changes internally choosing other as a payment option and then adding a payment note as reference to explain why you are doing this.