Getting Started: Renewals

The Member365 interface contains a number of options for deciding how your members renew their registrations: when, how often, and what fees or notifications are associated with the process.

Most of these settings are applied to your membership categories on a per-category basis: that is, you must apply them to every individual membership category separately.

General Settings

General settings for renewals appear on two different menus; review both of the following articles to understand your options.

How to Manage Membership Renewal Settings

Membership Categories: Configuration Tab

Notifications

Editing Email Notifications

To configure the notifications sent to users when it is time to renew, follow this guide to edit the email messages sent out to users when it is time to renew or in response to a successful renewal.

How to Review Membership Application and Renewal Emails

Enabling Administrator Notifications

This guide will show you how to set up an automatic email notification to an administrator when users renew their memberships:

How to Enable or Edit Membership Submission or Renewal Notifications

Billing and Fees

Setting a Fee

To set a renewal fee, follow this guide:

https://support.member365.com/knowledge-base/how-to-change-the-membership-renewal-fee/

Enabling Automated Billing

Click here for a guide on how to enable automated recurring billing:

https://support.member365.com/knowledge-base/how-to-set-up-automated-recurring-billing-arb-for-membership-dues/

Reports

Member365 supports a number of automated reports on users in specific stages of the renewal process, as well as all those who subscribe to automated billing:

Memberships Pending Renewal

To review members whose memberships have passed their renewal date but have not been renewed, learn how to create a report here:

How to Review Memberships Pending Renewal

Upcoming Renewals

To review members whose renewal dates are approaching, learn how to create a report here:

How to Review Upcoming Renewals

Recent Renewals

To review memberships that have been recently renewed, learn how to create a report here:

How to Create a List of Recently Renewed Memberships

Automated Billing Report

To review memberships that are subject to automated recurring billing, click here:

How to Create an ARB Membership Report

Was this article helpful?

Related Articles