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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 this week

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

  1. From your Dashboard, navigate to the Members section.

  2. Click on Membership Types.

  3. Select the Membership Type you’d like to edit.

  4. 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:

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!

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