Summary
When setting up your Membership Types under 'Advanced Settings,' you can choose between two different Registration Types: Individual and Group. Below, we outline the key differences between these options and provide guidance on setting up and managing Group Memberships.
Comparison of Individual vs. Group Registration
Individual Membership
This is the default registration type.
The price varies based on the number of Memberships purchased.
For example, if a Memberships is priced at $50 and there are 2 Members added, then it would be $100
Group Membership
The price remains fixed, regardless of the number of Members registered.
For example, if a Membership Type is priced at $50, the total payment will be $50 whether you register 2 or 5 members.
Often used alongside settings that allow organizations to limit the number of memberships in an order (e.g., setting a maximum of 5 members per group).
Setting up a Group Membership type
To configure a Group Membership:
Create a new Membership Type.
Click on 'Display advanced options for adding membership types' at the bottom of the New Membership Type page.
Change the Registration Type from 'Individual' to 'Group'.
Description of screenshot: 'Display advanced options for adding membership types' button
Description of screenshot: Showing the Registration type option
Bulk Importing Group Members
If you're migrating from an existing system that supports Group Memberships, you can use the Bulk Import feature to group Memberships together.
Steps for Bulk Importing Group Members:
Download the Bulk Import template here.
Add a new column (position does not matter) with the header 'owner_email'.
Add any other information needed for the Bulk import
Complete the import process
The system will automatically associate Memberships that share the same 'owner_email' under one Group.
For example, since both Diana and Bruce have the same 'owner_email', they will be grouped together under the same Membership.
Description of screenshot: Showing a Bulk import with the owner_email column
Frequently Asked Questions:
Can I update an existing Membership Type to Group?
Currently, we don't have an option for Admins to update the Registration of a Membership type. However, the folks here at Join It can help with this anytime!
How do I update the status of all Members in a Group?
Navigate to a Member within the Group.
Scroll to the bottom of the Membership page.
Click 'Group Info' > 'View Group'.
Select 'Update Status of All Group Members'.
Choose the new status and click 'Update Status'.
How do I add an existing Member to a Group?
Go to the 'View Group' page.
Click 'Add Existing Member'.
Search for the Member you wish to add.
Note: The Member must be under the same Membership Type as the Group.
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