Configuring Membership Types

1. Choose the appropriate client or your own organization.

2. Click Configuration (tab), then Membership Types (menu).
   You see a list of existing membership types: to open the configuration options for one, click its name.

3. Click Add a membership type.
   You see a new screen.

   

4. Enter a Name, Description and Identifier for the membership type.

5. Either specify an annual expiry date or enter the length of time membership and renewed membership lasts.
   Give Me An Example

   All memberships might expire on September 15, regardless of when people become members. Alternatively, membership might expire one calendar year after the individual becomes a member.

6. Enter the number of days before membership expiry that a user can renew their membership.
   Give Me An Example

   You might want to allow users to renew their membership 10 days before expiry. If they do not renew before expiry, they will be prompted to do so when they login.

7. Optionally, enter the amount to be charged for Initial Membership and Renewal membership.

8. Choose the Tax to apply to the membership type.

9. Optionally, allow users to choose whether or not to become a member of this type when they create their own account (if the LMS is configured to allow this).
   The Registration Page field is filled with the URL users access to become a member (if they do not have a user account, they are prompted to create one).

10. Click Add Membership Type.
    Your see the list of membership types, including the one you just added.