Memberships allow Users to register for a Space. Organizers can use Memberships to control access to specific content, collect dues, and more.
Members can join multiple Spaces, but each Member can only have one active Membership per Space.
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:During this process, the following options are available:
- 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.
- Default
- Each Space has a single default Membership.
- Description
A description of the benefit of the Membership.
- Type
- Indicates whether the Member will have to pay for the Membership.
- Invite Only
- If 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.
- Timeframe
- Indicates whether the Membership will expire after a Month, a Year, or whether it will last forever.
- Price
- The 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.
Creating a Cyclical Membership
Normally, the expiration of a Member's Membership Enrollment is calculated based on when they registered and the Membership timeframe. For instance, if a Member registers for an annual Membership on June 20, 2020
their Enrollment will continue to June 20, 2021
.
Cyclical Membership allows you to create a Membership that elapses on a specific date within the Membership timeframe, ensuring that the Enrollment of all of your Members will lapse at the same time.
Cyclical Memberships are a great for organizations whose Members are tied to a recurring calendar, like students at a school.
Creating a Cyclical Membership relies on two options: the Cycle End Date and the Cycle Cutoff Date.
The Cycle End Date is the date that your recurring membership will lapse. Whenever a Member purchases an Enrollment, its expiration will always be on this date.
As you near the Enrollment, Members gain less and less utility from their purchase (since the time period is shorter for them to enjoy their Membership). This can be offset by setting the Cycle Cutoff Date, which allows you to create a buffer during which a Member's Enrollment will start immediately and skip through to the next Cycle End Date.
As an example, lets assume that you have a paid annual Membership. The following scenarios help to demonstrate your options:
Scenario | Member | Purchase Date | Expiration Date | |
---|---|---|---|---|
1 | Cyclical Membership Disabled | Brooke Turner | March 20, 2020 | March 20, 2021 |
David Crocker | May 15, 2020 | May 15, 2021 | ||
James Bradley | June 22, 2020 | June 22, 2021 | ||
2 | Cyclical Membership Cycle End Date Cycle Cutoff Date | Brooke Turner | March 20, 2020 | June 1, 2020 |
David Crocker | May 15, 2020 | June 1, 2020 | ||
James Bradley | June 22, 2020 | June 1, 2021 | ||
3 | Cyclical Membership Cycle End Date Cycle Cutoff Date | Brooke Turner | March 20, 2020 | June 1, 2020 |
David Crocker | May 15, 2020 | June 1, 2021 | ||
James Bradley | June 22, 2020 | June 1, 2021 |
As you can see, in Scenario 2 anyone who purchased a Membership before June 1st only had their Enrollment up until the next occurrence of the Cycle End Date. For David Crocker, this meant that his annual Membership only lasted about two weeks.
In Scenario 3 we introduce the Cycle Cutoff Date. Since David Crocker's Enrollment is within this period, his new Enrollment expiration is slightly longer than a year.
Membership Subscriptions
Memberships can be created so that they renew on a recurring basis.
To create a recurring Membership as the Space organizer, this can be found under the Content and then Memberships. To make this Membership a 'subscription' you must choose the Paid icon. This will then prompt you to choose Indefinite, Monthly, or Yearly.
The payment will be processed the day that the member enrolls and will renew one week prior to expiration.
Payment
Applicable subscriptions will automatically renew one week before expiration, using the Member's default credit card. Upon a successful renewal, an email can be sent to the Member's email.
If renewal fails, a notification will be sent to the Member with further instructions on how to fix the issue and renew their subscription.
After three failed attempts, a final email will be sent to the Member along with the organizer. This will result in termination of membership to that specific space.
Cancellation
If you would like to cancel your Membership with a specific Space, this will be conducted through your Accounts Dashboard, then Cancel.
This can be done anytime throughout your Membership.