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Getting Started: Membership Categories

Configuring Membership Categories is one of the most important tasks undertaken when getting started with Member365. Offering in-depth configuration, the process may seem complex, but with this guide you’ll find the process simple and straightforward.

Here’s how you can get started:

1. From your Member365 administrator dashboard (the screen you see after logging in) click ‘Membership‘ in your top toolbar.

2. In the ‘Membership Category’ section, click ‘Create‘ if you would like to create a new membership category, or ‘Manage‘ if you would like to edit an existing one.

2a. If you are editing an existing category, select it from the list of categories to be brought to the next screen.

Use the search bar or list to select an existing category to edit.

Configure Your Membership Category

From the Membership Category configuration screen, you’ll find that there are many options available to you. We’ve organized them into a series of tabs you can approach one at a time to keep things simple and straightforward. Follow the guides below to step through each one!

The Overview Tab

The overview tab provides a list of top-level configuration options for your membership category that generally have to do with user experience of Member365 for individuals within a given category. Step through this tab via the guide below:

Membership Categories: The Overview Tab

The Fees Tab

The fees tab allows you to configure a fee structures for a membership category. Configure a flat-fee, fee categories, or charge on a case-by case basis with our options detailed in the article below:

Membership Categories: The Fees Tab

The Renewals Tab

The Renewals Tab offers configuration options for your Renewal process. Describe your renewal process to members, designate grace periods, and manage lapsed membership fees by following the guide below:

Membership Categories: The Renewals Tab

The Workflow Tab

The workflow tab allows you to tell Member365 how your organization would like to manage applications, renewals, and Member Portal access

Membership Categories: Workflow

Extended Fields

The extended fields tab allows you to control the information you require from members when applying or renewing their membership. Use Member365’s form builder to build a form to capture the information you need, and select it here to require applicants to complete it for membership in a category.

Membership Categories: Extended Fields

Communication

The Communication Tab allows you to control and configure the messaging received by members of a given category during application/renewal processes. Customize content to reflect the unique nature of your organization by following the guide below:

Membership Categories: Communication

Configuration

The Configuration Tab offers the most advanced options for customizing a Membership Category. Opening a list of sub-tabs, you can learn about the options presented by reading the guide below:

Membership Categories: Configuration

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