CiviCRM Tutorials

If an existing member wants to renew a membership via mail or phone, follow these steps to complete the renewal in the back end (aka admin interface):

1. In the search box (the white box with a magnifying glass) in the left-hand upper corner start entering the member's name and wait for the results to appear
2. Click on the desired record on the results drop-down (if no results appear below the search box, it means there is no matching record; enter a broader search term - e.g. "John" instead of "John Cake" and if you still receive no results, it may mean that the member does not exist in the database)
3. Once the contact/individual view displays, click on the Memberships tab
4. Locate the desired membership record (there may be just one), click on the more option in the very right column and select "Renew"
5. If the payment has been submitted, check off the 'Record Membership Payment?' check-box and fill out the newly displayed fields
6. You may wish to check off the 'Send Confirmation and Receipt?' check-box and enter an intro paragraph or two (e.g. "Nice to speak with you on the phone today and thank you for renewing your membership.")
7. Click on the Save button