Summary
Join It makes it easy to update and customize your Membership Types to fit your organization's needs. Whether you're adjusting pricing, modifying form fields, or updating confirmation messages — everything can be done right from your dashboard.
How to Get Started
From your Dashboard, navigate to the Members section.
Click on Membership Types.
Select the Membership Type you’d like to edit.
You’ll see a menu of settings you can update, including:
Membership Fields
Pricing & Duration
Benefits
Settings
Renewal Settings
Terminology Settings
Members-Only Info
Confirmation Email
Description of screenshot: Showing the Edit Membership Type page
Breakdown of Editable Sections
Membership Fields
These are the fields collected from members when they sign up for this Membership Type. You can:
Mark fields as active or required
Reorder custom fields (the order they’re activated determines display order on the checkout page)
Learn more about custom fields →
Pricing & Duration
Adjust the cost and duration of the membership.
Note: Changes to pricing and duration only apply to new memberships or renewals. Existing memberships (including those on auto-renew) will not be affected until renewal.
Benefits
List the benefits that members receive with this specific Membership Type. This helps clearly communicate value to potential members.
Settings
Control visibility and purchase limits:
Assign a default Member Status
Choose whether to display or hide the type on your Member portal
Set an Order Quantity Minimum and Maximum
Set an Age Restriction
Description of screenshot: Order settings page
Renewal Settings
When a membership expires, you can dictate how their options for renewal by adjusting these settings.
Description of screenshot: Renewal Settings page
Terminology Settings
If using donation-style pricing, choose the terminology you'd like to use:
Default: Donor/Donation
Alternative: Member/Membership
Members-only Information
Customize the confirmation page that members see after joining.
Tailor this content by membership type
Members can revisit this info anytime in their portal
Any updates you make will be reflected in real time
Confirmation Email
Edit the automated email sent to new members after joining. This is a great place to include:
A warm welcome message
Additional next steps
Important links or contact info
Deleting or Duplicating the Membership Type
At the bottom of the Membership Type's settings page, you’ll find options to:
Duplicate – Quickly create a new Membership Type using the same structure, fields, and settings. This is useful if you're setting up similar membership tiers.
Delete – Permanently remove a Membership Type from your dashboard.
Note: If you have Memberships listed under this Membership type, you'll need to transfer them to a different Membership type before deleting it. You can choose the Membership type to transfer to on the 'Delete Membership type' page.
Still have some questions?
If you still have questions about editing your membership types or anything else, then please contact us anytime!