Membership types represent the different kinds of memberships used for billing customers. When adding a new membership record to a customer’s account, you will select a specific membership type for the membership.

You should create one membership type for each kind of membership used. Each membership type has a name and a duration, in months.

Step 1 - Open the Membership Types page

  1. Go to Site Settings, and then click Membership Types.
  2. Click Add Membership Type.

Step 2 - Select options

Select the following options:

  • Name - This will be displayed on invoices and receipts. The name cannot be changed once the membership type is billed at least once, in order to preserve historical accuracy of past memberships. If you’d like to change the name later, disable this membership type and create a new one.
  • Duration - This is the number of months the membership lasts.

Step 3 - Save

  1. Click Add Membership Type.

Disable or delete

If you are no longer using a membership type for billing, then you can disable or delete it.

  • Disabling the membership type will hide it from all new billing operations, so that new memberships cannot be created with this membership type. Existing memberships can still be billed, however automatic invoice pricing will be removed, and prices will have to be entered manually.
  • Deleting the membership type will remove it permanently. This option is not available if the membership type is used by any memberships, packages, or invoices.

To disable or delete a membership type

  1. From the Membership Types page, click Edit next to the membership type.
  2. Click Disable or Delete at the bottom of the page.
  3. Click either Disable Membership Type or Delete Membership Type.