COACHING INSTITUTES ERP · MICROERP GUIDEMemberships.
Memberships.
Help & documentation.
Manage membership plans, member records, dues and renewals.
Open Memberships in four steps.
- Sign in to Coaching Institutes ERP. Use coaching-institutes.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Memberships. Pick it from your Coaching Institutes ERP workspace, or go straight to coaching-institutes.easymanagex.com/membership/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
9 screens in 5 sections. Each link opens the screen in your Coaching Institutes ERP workspace; you see only what your role allows.
Records
Operations
Insights
Governance
Why it suits Coaching Institutes.
Memberships is suggested in the Coaching Institutes ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Memberships checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Memberships. Your data stays inside your own organisation.