Membership Levels
Membership Add-Ons
Membership Add-Ons provide a way for members to purchase something in addition to their membership when they make their membership payment. Some great ways to use membership add-ons are to sell calendar ads, website ads, discount cards or listing in ...
Actions
On this tab you can setup automated actions that take place under different conditions: When member signs up online These are the automated actions that take place when a member signs up through the Membership Sign-Up Form. Note that actions do not ...
Renewal Notices
Renewal notices have to be setup for each membership level. Once you have created the membership level, you can setup renewal notices to be automatically sent to the members with that membership level before and after their membership expires. Go to ...
Billing Options
Billing options define how your members can pay for their membership. Once you have created the membership level, you will need to create the billing options for the level. If no billing options are created, then the membership level is free. Billing ...
Billing Management
For paid membership levels, you can set billing rules below the Billing Management tab in the membership level settings. General Next to Do you have a fixed membership year?, select from the following options: No – optimize revenue and allow ...
Allow Members To Cancel
Setup Online Cancellations Some members may ask about canceling their accounts. To allow members to cancel their memberships online you can: Create a folder called "Cancelled" to hold accounts that have been cancelled. Create a free membership level ...
Set up Membership Discount Codes
You can create discount codes for renewing or new members to apply towards membership payments. This is great if you are having a membership drive or would like to offer a discount code to certain groups of members. Discount codes can give a ...
Collect a Donation When a Member Joins
You can allow members to make a donation at the same time as they make a membership payment, using a membership Add-on that is categorized as a fixed amount donation. Important things to note with Add-ons: They are billed on a recurring basis. So if ...
Choose Between a Fixed or Rolling Renewal Date
Before membership software existed, using one fixed renewal date for all members made managing memberships more efficient. Since renewal notices needed to be physically mailed to members at that time, having one fixed renewal date for all the members ...
Create a Paid Membership Level
Adding membership levels in MembershipWorks is one of the earliest and most important steps in setting up your new membership system. You need at least one membership level to allow new members to signup from your website. The steps below will walk ...
Create a Free Membership Level
Your organization may offer free membership as a way for those interested in your organization to sample some of your membership offerings. Some organizations may create free membership levels as a way to offer honorary or complimentary membership. ...
