Creating a Membership Type
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.
There are two types of membership periods as defined in Settings/Organisation Details on the Member tab.
1. Memberships all end on the same date
2. Membership can end on any date - each member is given 12 months from the date of joining and there is no cost variation throughout the period. This is sometimes referred to as Rolling Memberships.
Creating a new membership type
To create a membership type, select Settings/Membership Types from the left hand navigation and then click the Add Membership Type.
Description of fields:
Name: Enter what you wish to call this membership type - Ordinary, Full member, Life member, Honorary Member etc
Cost: This is the full year cost of the membership. For no cost memberships enter 0. These members will not receive membership reminder invoices and will not have a paid to date entered against them as it is assumed they will continue indefinitely.
If your membership type does not vary during the year and you do not grant an additional year's membership should a person join late in the member period then you can the cost here.
Similarly if you have selected Membership can end on any date in Settings/Organisation Details on the Members tab you should enter the annual cost here.
If however your membership cost varys during the year and/or you do offer late in the year joining members an extension of their membership till the end of the following year click Configure Cost.
Configuring the cost (for fixed end date memberships only)
If you tick the box marked Membership Year Rate Schedule you can set up pro rata membership rates and/or allowing members who join late in the membership year to have their membership period extend to the end of the following year.
It allows you to set a cost for this membership type at the start of the membership year defined in your Settings/Organisation Details on the Member tab. It also allows you to vary the cost as the membership year progresses.
The price change will occur on the 1st day of the month nominated. All memberships created will end at the end of the current membership year EXCEPT if the box marked Invoice Extra Year is checked. You would typically do this towards the end of the membership year when a member would be charged the full rate but their membership would not end until the end of the following membership year.
See below for an example. Please note you can name the membership type whatever you wish.
Below this section is the start month for your membership year. Enter the full cost of a years membership here.
If you then reduce membership say mid way through the year click the Add New Rate button and select the month the change occurs. Enter the new price.
Do this for as many cost points as you have throughout the year. For the last period if you check the box marked Invoice Extra Year and enter the full year cost for that month, anyone who joins will be charged the full rate but will have a membership extending till the end of the following membership year.
ALL MEMBERSHIP TYPES
Has Parent Category: If you wish to have the income for all membership types tallied to a total on your Profit and Loss report you can create an Income Account Category called for example Total Memberships. If you tick the Parent Category box you can select this type to be the parent. Your P&L will both show individual income totals for each child membership type and a grand total for all membership types.
Active: If this box is checked then this membership type is still in active use and members with this type will have it shown in the Member List. If you no longer wish to use a membership type untick this box and it will no longer appear in any drop down selection options of membership type. You can not DELETE a membership type once it has been allocated to a member.
Allow Member to Select: If you want members to be able to choose this membership type when they join via the online new membership form then you need to have this box checked. If it is not checked it will not appear as a selectable option.
Allow to use the Member Portal: If you check this box then the member will be able to register and use the Portal. Checking this box will also automatically check the same membership type in Member Services/Member Portal Settings.
GST exempt: If you are registered for GST and memberships are excluded from GST then tick this box. It will have no effect if you have not ticked the box which advises that you ARE registered for GST in Settings/Organisation details on the Money tab.
Allow member to enrol in classes: As the name says if this box is not checked then the member will not be able to enrol in classes. Typically this box is used in conjuction with free membership types given to Tutors or Presenters.
Hide Document button in Member Portal: if this box is checked then this membership type will not be able to view publicly marked documents in their member portal. It is typically used by organisations who run events and who provide Event Attendees access to the member portal to manage their event registration but who do not want them viewing organisation's documents.
Send Welcome Email: If you check this box then the member who joins with this membership type will be sent the Welcome Letter which is entered in Settings/New Member Application. This is typically used for Event Attendees who are not actually joining the organisation but may also be used for no cost members such as Life or Honorary members who would typically be sent other communication upon being granted such membership.
Once you have completed all the entries on this page click Save.