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Using the Advanced Settings of Membership Types

Use advanced settings for setting up membership types such as: Fixed expiration dates, hidden statuses, assigned member status, & donations.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Summary

Every organization sets up memberships a little differently, and sometimes those needs are more complex than what the basic setup offers. Join It provides advanced settings for membership types, giving admins additional flexibility and control.

Accessing Advanced Settings

From your dashboard:

  1. Click on Members.

  2. Select Add Membership Type.

  3. At the bottom of the setup box, click Use advanced creation for membership types.

This will open up additional options beyond the standard membership setup.

Description of screenshot: Showing where to find the Advanced settings button

Features Available under Advanced Settings

With advanced settings, you can:

  • Change the Registration Type: Decide whether the membership type should be set up as an individual registration or a group registration, depending on your organization’s needs.

  • Assign custom Member statuses: When someone signs up to your organization, they can be set to different statuses, choosing from 'prospective', 'pending', or 'active'.

  • Allow members to define the price: Instead of setting a fixed price, let members choose how much they’d like to contribute, while setting a minimum price if needed. (Only available for non-recurring memberships).

  • Fixed durations: Create memberships that expire on a specific date (e.g., December 31st), regardless of when the member signs up. (Only available for non-recurring memberships).

  • Hidden from Profile: Keep certain membership types private so they are only accessible via direct link.

Description of screenshot: Showing the options once clicking the Advanced settings

Additional Settings After Creation

Once your membership type is created, you’ll unlock more customization options:

  • Membership form fields: Choose what information you want to collect from members during signup.

  • Confirmation email: Add a custom welcome or instructions in the confirmation message.

  • Members-only message: Share exclusive information only visible to members after joining.

  • Renewal settings: Decide whether a membership type is renewable, or map it to renew into a different type.


Related Resources

Learn how to create new Membership types here

Learn more about Individual vs Group Membership types here

View more information on Fixed Expiration dates here

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