Summary
Creating new membership types for your organization is simple and flexible. You can set up as many membership types as you need, and each one can be customized to fit different pricing models, renewal preferences, and member structures. Whether you’re creating a basic individual membership or a complex group Membership, the process only takes a few minutes.
Accessing and Creating a Membership Type
From your organization’s dashboard, click the Members tab.
Select Membership Types from the dropdown menu.
Click the green Add Membership Type button.
Fill in the required fields:
Name: The title of your membership type (e.g., “Annual Individual” or “Family Plan”).
Price: The cost of the membership.
Description of screenshot: Showing where to find 'Add Membership type' button
Renewal Options
Decide how memberships under this type will renew:
Automatically re-bill: The membership will renew automatically.
Manual renewal: Members will need to renew their membership manually.
Configuring Expiration and Billing
Expiration Date: Choose how the expiration will be determined (calculated by joined date, fixed date, etc.).
Billing Frequency: Set how often the membership will be billed (e.g., monthly, quarterly, annually).
Description of screenshot: Showing the Membership type creation page
Adding a Description
Use the description field to give members more context about the membership. This can include:
An overview of what the membership includes
Who the membership is designed for (e.g., students, families, professionals)
A clear and compelling description helps potential members choose the option that best fits their needs.
Additional Options
Group/Family Members: If you need to connect group or family members under one membership, learn more about this feature here.
Advanced Settings: Explore more customization options in the advanced settings. Learn how to use advanced settings here.