This article will teach you how to build new membership types that can be purchased by your community. If you are looking to add a pre-existing membership to an account, you'll need to follow the steps in this article instead. Additionally, if you are looking to create a new membership price under a pre-existing membership, review the steps here instead.
Steps to add a membership:
- Select the MembershipTypes tab on the left-hand side of the admin portal.
- Click Create new Membership.
- Fill out the form. A few of the more complicated options are explained below:
Membership renewal frequency:
Specific Date: Designed for memberships that expire on the same date each year.
Rolling: Meant for memberships that expire exactly one year after the date of purchase. Example: A membership that is bought on October 7th, 2021 will expire on October 7th, 2022.
Membership types:
Base: Use this option for memberships that do not require a user to already hold another type of membership. Example: An annual membership to join a community centre.
Add-on: These are memberships that are associated with a base membership. To buy this type of membership, the associated base membership needs to be already held or purchased at the same time. - Select the renewal options and related notifications. To learn more about each option, review the Automated Renewal Reminders section in the Memberships Overview article.
- Click Create.