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Memberships allow Users to register for a Space.  Organizers can use Memberships to collect dues and categorize Members into groups - allowing Organizers to enable different functionality based on a Member's Membership level.

Tip
Note

People who register to join your Space can be given different types of Memberships and varying levels of Capabilities.

Types of Memberships

Members can join multiple Spaces, but each Member can only have one active Membership per Space.

 People who wish to register on your Space will be able to choose the Membership type they are interested in during the registration process.

Creating a Membership

When a Space is first created, it will include a default, free Membership.  In order to give perspective Users a choice when they Register, a second Membership must be created using the Membership Dashboard:

Screenshot

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During this process, the following options are available:

Definition List


Name*The name of the Membership, which will be used by perspective Users to choose which Membership they would like to Register for.  If you only have a single Membership, the Name may not be displayed when signing up.
DefaultEach Space has a single default Membership.
Description

A description of the benefit of the Membership.

TypeIndicates whether the Member will have to pay for the Membership.
Invite OnlyIf enabled, the Membership will not be available to uninvited Users who attempt to Register for your Space.  In order to allow Users to register, you must send Invitations.
Notification
Recipients
A collection of emails that will receive notifications about this Membership.  All Space Owners will already receive these notifications along with anyone given the Admin Permission on this Membership or the Admin Role for all Memberships.
Discounts

Create Discounts for this Membership.

See Discounts.

Fields

Create custom Fields for this Membership.

See Custom Fields.

Permissions

Create Permissions for this Membership.

See Capabilities.


If you choose a paid Membership, the following additional options are available:

Definition List


TimeframeIndicates whether the Membership will expire after a Month, a Year, or whether it will last forever.
PriceThe price that a Member must pay to register for the Membership.
Auto Renew

If this is enabled, the Membership will attempt to automatically renew itself as it approaches expiration. If a Member does not have a valid Payment Method associated with their Account, they will be reminded several times to update their information.

See Subscriptions.

Auto Renew
Receipt
Sends a receipt to the Member when their Membership is renewed.


Assigning a Membership

As an Admin, you can assign a specific Membership level to an existing Member.

Warning

Assigning a paid Membership to a Member assumes that they have paid for the Membership outside of the platform and will not charge their card.  On the other hand, if a Member has paid for their Membership through the platform and it is changed, any remaining value in their Membership will be refunded before assigning the new Membership.

Membership Administrator can assign a Membership on the Member Dashbaord.

Default

When you first create a site, the default Membership type is called Membership and is free.

Custom

There are a few changes you can make to the default membership type. For example, you can change its name from Membership to something else, or make it a paid Membership and set a price. 

UI Steps
UI Step

Press the Content button on the left of the Dashboard, and then press Membership when it appears. A list of all your site’s Membership types will then appear.

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From here, you can create a new Membership type by pressing the green Add button, or edit an existing Membership by pressing the button with a pencil icon.

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After pressing either button, various options for the Membership will appear — press the blue Create button at the bottom of the page when you are done creating a new Membership, or the blue Save button in the same spot if you are editing an existing Membership.

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You have the option to select if the Membership you are editing is Free or Paid. Selecting the Paid option will prompt you to select a price and a time frame. The time frame selection will then charge the set Membership fee monthly, yearly, or just once. The yearly and monthly options — Recurring Memberships — will also allow you to choose the duration for which the payments will be made. 

For example, to offer a three-month paid Membership, first select Months from the timeframe drop-down menu and then enter 3 into the duration box.

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Recurring Memberships

Recurring Memberships are a type of Subscription, where users are charged on a recurring basis via their default card. Organizers can choose to prescribe certain Capabilities to these Subscriptions as well. 

Disabling Memberships

You can choose to disable Memberships for your Space at any time by going to your Setup overview, and unchecking the Memberships box. 

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Nextsteps



Panel
titleRelated

Capabilities

Subscriptions