Set Up Membership Types

Membership types define the variety of memberships your society offers. Key distinctions usually include:

• Membership period - Choose from options like 6-month or 12-month memberships. Yearly memberships are most popular.

• Member type - Consider different types, such as free memberships for current students and paid ones for alumni, or tiered memberships (Gold/Silver/Bronze) offering varied benefits.

Having different membership types will allow you to segment your memberships and create targeted discounts, ticket types and communication strategies.

Many clubs opt for a single annual membership, which works well too!

We recommend setting up a new membership type each year, rather than editing existing ones, to avoid impacting current members.

Creating a membership type

1. Go to Memberships and select Create/Edit Memberships

2. Click on the ‘Create Membership’ button. Decide if it's a standard type or bundled with merchandise.

3. Fill in details:

   • Name of membership type (e.g. Engineering Society 2024)

   • Memberships are valid for - Select a time frame or custom date range
     If the current date is not within the membership validity period, then the membership will not be available for purchase

   • Membership price - Enter 0 for free memberships

   • Membership description - Membership benefits, club mission, activities, exclusive perks, etc.

   • Required information - Name, email and phone number are required fields

   • Custom questions - Additional information you may need

   • Terms & Conditions

4. Click ‘Add Membership Type’ to save

How to edit/update a membership type

To edit a type, locate it in the list, click the triple dots (⋮), and select 'Edit'.

How to delete a membership type

Inactive memberships won’t be available for purchase. To remove a type, click the triple dots (⋮) next to it and choose 'Archive'.