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Set Up and Manage Memberships

Learn how to create membership types and attach them to your registration forms.

Written by Preet Jain

Memberships allow you to create membership types that registrants can purchase directly during the registration process. Before attaching memberships to a form, you'll need to set up your membership types first.


Requirements

  • Memberships are part of the Core Bundle and free to use

  • The feature must be enabled under Settings > Power-Ups


Create a Membership Type

  1. Go to Members > Memberships

  2. Click Membership Types in the top right

  3. Click Add Membership Type

  4. Fill in the following details:

    • Name — the membership type name

    • Price — the cost of the membership

    • Pass on Credit Card Fees to member — choose Yes or No

    • Expiry Date — when the membership expires

    • Available Start Date — when the membership becomes available for purchase

    • Available End Date — when the membership is no longer available for purchase

  5. Click Add to save


Add Memberships to a Registration Form

Once your membership types are created, you can attach them to a form in one of two ways:

At the form level — applies to all groups

  1. Go to Registration and open your form

  2. Click Edit Form Settings

  3. Go to the Requirements tab and add your membership(s) under Memberships

Note: If any groups are unlinked from form settings, the membership will not apply to those groups. You'll need to add it at the group level for those groups separately.

At the group level — applies to a specific group only

  1. Go to Registration and open your form

  2. Click Edit on the group you want to update

  3. Go to the Requirements tab and add the membership there

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