Usage
After chapters have submitted their chapter dues collection agreement and received verification that the chapter dues have been loaded correctly in the YPO system, they can set chapter dues tiers for their individual members by the due date set by YPO.
Platform
Chapter Management Hub
Watch the video
Steps
Set Chapter Dues Tiers for Members
1. In the Membership Module, select the Renewals tab.
2. Use the Select a View function to Chapter Dues Tiers for Primary Members or Chapter Dues Tiers for Secondary Members.
3. Check that your members are set to the correct dues tiers.
4. To change/update a tier, locate the member that needs a different tier and select Edit Chapter Dues Tiers using the dropdown action next to their name.
5. In the pop-up window, only pick the tiers that apply to your chapter, even though all YPO tiers are available in your view.
Repeat steps 4 and 5 for secondary members using the list view Chapter Dues Tier for Secondary Members.
Things to know
Only chapter chairs, chapter membership officers, and chapter managers can edit the chapter dues tier for their chapter members. If you are serving in one of those roles and received an error message, please contact [email protected].
New members are defaulted to tier 1, all other chapter members will have the previously selected tier level.
If you pick the wrong tier, the system will not set any warning, and the dues will be set incorrectly for the member.
How to get help
Reach out to [email protected] for assistance.