Creating Membership Types
If you intend entering your members manually then you will need to firstly create your Membership Types. Member Wizard has a standard default membership type of Unclassified” but you can create other types such as Ordinary, Junior, Senior, Honorary, Life etc.
You create Membership Types from Settings, Membership Types in the left hand navigation menu.
To create a membership type, select Settings, Membership Types from the left hand navigation and then click the Add Type link beside the list of membership types.
When you enter a Cost another field will appear which asks you to enter a period or length of the membership. If you have say 6 month memberships you may want instead to think about using Pro Rata and 6 months in the Part Payment Options field of the Settings/New Member Application form instead as it means you won't have to change membership types of 6 months members before sending out membership reminders.
Complete the Membership details and then click Save. If you select a membership type with a $0 membership rate allocated to it, Member Wizard will not include these members when you produce Membership Invoices.
You can vary the length of the membership by changing the number in the Months field.
If you wish to no longer offer a particular membership type you can make it Inactive simply by unchecking the Active box. This means it will no longer appear as an option during any menu function.
The box marked Allow Member to Select is used when you have configured the Member Wizard link on your website which allows your members to join online. If this box is checked then this membership type will be available to be be selected by any prospective new member when joining from that link.
If you wish members with this membership type to be able to access the Member Portal then check the box as indicated.
If you wish members with this membership type to be able to enrol in classes make sure the Allow Member to Enrol iin Classes box is checked.
If you do not want this membership type to be able to access the Documents menu in the Member Portal check the box marked Hide Documents button in Member Portal.
Pro-rata part year memberships
If your organisation offers part year memberships you do not set up this type here. Instead in Settings/New Member Application select Pro-rata in the Part Payment Options field and select what increment you wish to adjust the fees. You can then enter the % of full year rate for the period selected.
For more details on this see Settings/Member Online Application