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Accounts Management

  • Event Management
  • Accounts Management
  • People Management
  • Segments, Drips and Broadcasts
  • Website Management
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    • Event Management
    • Accounts Management
    • People Management
    • Segments, Drips and Broadcasts
    • Website Management
  • Changing the price of the annual quarterage

    Each quarterage is defined as a "Plan" within Outseta. To edit your plans go to Billing > Plans. When the price of a plan is updated, any members on that plan will pay the adjusted yearly rate on t...
  • How to convert a Person to a new member

    When a new application has been approved and you are ready to invite this person to create an account, you need to trigger the correct welcome email. To send this invitation you need to go to their...
  • How to remove donations (or other add-ons) from an account

    When you want to remove the donations from someones account there are two scenarios to be aware of: The donation was included in their annual quarterage invoice The donation has been invoiced sepa...
  • How to resign a member

  • How to remove a member's preference to pay by Direct Debit

  • Updating a member's preference to pay by BACS

  • Collecting a payment

  • Changing the subscription of a current member (before they have been charged)

  • Cancel Subscription and Unsubscribe from Emails for deferring members

  • Adding a new member to Outseta who paid by BACS or Direct Debit

  • Sending a temporary password to a member

  • Account billing stages

    Account billing stages Below, you will find definitions for each billing stage. The numeric value corresponds to how each stage is identified when working with Outseta's API. Trialing (2) - The per...
  • How to reopen an account with Billing Stage - Cancelling

  • Adding a new member to Outseta before they provide card details

  • How to delete a duplicate Account in Outseta

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