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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 over 4 months ago

Note: Because 'Membership Types' are synced to your Stripe account, there are actions that Stripe does not allow. If you need to select an option that isn't available, please contact Join It -- or create a new Membership Type. 

Instructions

  • From the dashboard, navigate to the 'Members' section > then click on 'Membership Types'

  • When you see the list of your Membership Types, click on the one that you would like to edit.

  • Once you've selected the Membership Type you'd like to edit--you'll see various options to edit, such as Membership Fields, Pricing and Duration, Benefits, Settings, Renewal Settings, Terminology Settings, Set Members Only Info, and Set up Confirmation Email.


Breakdown of Each Section that can be Edited

Membership Fields:

These fields will be collected and stored for Memberships under the Membership Type. Under these settings, you can select which field you'd like to make 'active' and/or 'required'. For the custom fields that you create, the order that they appear on the checkout page is determined by the order that they are activated. Learn more.

Pricing and Duration:

Under these settings, you can adjust the pricing and duration for the specific Membership Type.

Note about editing Membership Types Pricing and Duration

When editing the Price and Duration of Membership Types, this does not immediately affect current Memberships. New Pricing or Duration changes of this Membership Type will not automatically be inherited by existing Memberships until that member renews. This means that auto re-billing members will not take on the changes.

Benefits:

Here you can list the benefits that are included under this Membership Type.

Settings:

Under the 'settings' you can choose the Assigned Member Status, you can choose whether you'd like this Membership Type to be displayed on your Portal, or hidden. You can adjust the Order Quantity Minimum, and the Order Quantity Limit.

Renewal Settings:

When a membership expires, you can dictate how their options for renewal by adjusting these settings.

Terminology Settings:

When a Membership Type is using Donation-style pricing, there's the option to use the default Donor/Donation terms, or to always use Member/Membership terms.

Members-only Information:

After purchasing a membership, a member will be taken to a confirmation page. You have the ability to customize the confirmation page with members-only information for each respective membership type.

When members come back to visit their member portal, they can revisit this information. Any updates to this information will be reflected when members come back to revisit.

Confirmation Email:

After purchasing a membership type, a member will be sent a confirmation email. You have the ability to customize the confirmation.

Still have questions?

If you still have questions about editing your membership types or if you need any assistance, then please contact us.

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