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How to set up a Membership type
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 over 6 months ago

Creating new membership types for your organization is a straightforward process that can be done at any time. There are no limits to the number of membership types you can set up. Follow the steps below to create and customize your membership types effectively.

Instructions

Navigating to the Membership Type Page

  1. Click on the 'Members' tab in your organization's dashboard.

  2. Select 'Membership types' from the dropdown menu.

Adding a New Membership Type

  1. Click on the green button labeled 'Add Membership type'.

  2. Fill in the required fields:

    • Name: Enter the name of the membership type.

    • Price: Set the price for the membership type.

Setting Up Renewal Options

Choose whether you want the membership type to:

Configuring Expiration and Billing

  1. Expiration Date: Set how you want the expiration date to be determined.

  2. Billing Frequency: Decide how often the membership should be billed (e.g., monthly, annually).

Additional Features

By following these steps, you can easily set up and manage different membership types tailored to the needs of your organization.

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