Membership Plans

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Membership Plans define the dues structure and other billing-related settings for members. These plans are used by the Member Billing System to determine charges during invoice creation.

Important: Editing a membership plan will not affect existing invoices. Any changes will only apply to future invoices.

Accessing Membership Plans

1. Go to Member Database.
2. Click “Plans” at the top left.

Available Options

• Add New Plan – Click “Add New Plan” to create a new membership plan.
• Edit or Delete Plan – Click “Change” or “Delete” next to a listed plan to update or remove it.

When adding or editing a plan, you'll encounter several fields to fill in:

1. Description: Enter the name of the Member Plan.
2. Term: Select "annual" for most organizations. If you have monthly memberships, please contact us for special alterations to facilitate monthly payment management.
3. Dues: Specify the base amount of dues per membership term.
4. One-Time Registration Fee: If you charge a registration fee for new members, enter it here.
5. Trial Membership: Indicate if the plan is a limited trial membership.
   
6. Number of Trial Days: If the plan is a trial membership, enter the number of days offered.
7. Default Choice: Check this box if the plan is used more frequently than others to set it as the default.
8. Restricted Choice: Check this box if the plan should not be available for online member sign-ups. For example, a $0 honorary membership plan may be granted to specific individuals but not offered for online sign-ups.
9. Restrict Prospect Sign-up: Prevent prospects from selecting this plan when joining as members.
10. Make Unavailable During Event Registration Signup: Prevent event registrants from choosing this plan during event registration.
11. Discount Codes: Set up percentage-based or flat-rate discounts for new member dues and renewal dues.
12. Non-Renewal: Check this box if the plan is intended for one term only and should not be renewed. Members assigned to this plan won't receive renewal invoices (assuming automatic renewal is enabled).
13. Multi-year Term: If you want to offer a membership term lasting multiple years, select "annual" for the term and enter the number of years.
14. Discount at Renewal: Enter the value to subtract from the dues amount at renewal, applying a discount.

By properly configuring membership plans, you can effectively manage dues and tailor different options to meet your organization's needs.