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Managing Your Membership Types

Managing Your Membership Types

Learn more about setting up and customizing the Membership Types your Organization offers.

Mitch Colleran avatar Leah Pelkey avatar
15 articles in this collection
Written by Mitch Colleran and Leah Pelkey

Group vs Individual Membership Types

Learn more about the difference between Group vs Individual in Advanced Settings
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

How to set up a Membership type

Learn how to how to set up a Membership type
Leah Pelkey avatar
Written by Leah Pelkey
Updated this week

How to edit Membership Types

Learn how to setup your Membership types to meet the needs of your organization
Mitch Colleran avatar
Written by Mitch Colleran
Updated this week

Create custom fields for your Membership Types

Learn how to create custom fields and attach them to your membership types
Mitch Colleran avatar
Written by Mitch Colleran
Updated this week

Customize the messages that members receive after joining

Learn how to customize the information a member receives after purchase and confirmation emails
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Renewal Settings for a Membership Type

Learn how to configure renewal settings for your membership types -- and redirect renewing members to new membership types
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Membership Types with Fixed Expiration Dates

Learn more about how Membership Types with Fixed Expiration Dates behave - and best practices for using them.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Automatic re-billing VS One-time payment Membership types

Here you will learn the differences between a Membership type that is set up as Automatic Re-billing versus a One-time Payment option.
Leah Pelkey avatar
Written by Leah Pelkey
Updated this week

Assigning Membership IDs

Learn more about the different options for assigning Membership IDs -- including our auto-assignment feature.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Determining the Order of Custom Fields on the Checkout page

Learn how to set a specific order for your custom fields on the checkout page
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Setting the display order of Membership Types

How to choose the order in which your membership types display on your organization's public profile
Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

How to hide and delete Membership Types

This article will walk you through the steps for deleting or hiding membership types
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Collect Donations from Members

Setting up a donation option for your members is just like creating a membership type :)
Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Couples Membership

Learn how to set up two members under one Membership.
Leah Pelkey avatar
Written by Leah Pelkey
Updated this week

Using the Advanced Settings of Membership Types

Use advanced settings for setting up membership types such as: Fixed expiration dates, hidden statuses, assigned member status, & donations.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago