CONTENTS - Memberships

Who is this for? Staff and administrators who manage memberships in GrowthZone. This contents page is your complete index for the Memberships area — from initial setup of membership types and pricing through day-to-day member management, billing, and reporting. Use it as a curriculum: work top to bottom, or jump to the module that matches your task.

Module 1: Global Membership Settings & Numbering

Configure the association-wide settings that govern how memberships behave before you build anything else. (Est. Time: 20 mins)

• Global Membership Settings 
  • Set Prorate Cutoff Day
  • Allow Multiple Membership Selection on Membership Application
• Manage Account and Membership Number Assignment

Module 2: Membership Types

Create and maintain the membership types your association offers. (Est. Time: 20 mins)

• View Membership Types
• Add a New Membership Type
• Edit or Update Your Membership Description

Module 3: Membership Type Pricing

Set, update, and prorate pricing for each membership type, including payment options and discounts. (Est. Time: 30 mins)

• Membership Type Pricing
  • Add Pricing to a Membership Type
  • Updating your membership type pricing
    • Change/Update Membership Pricing
    • Effective Date Pricing
  • Configure Payment Options for Membership Types
  • Membership Dues Proration
    • Set Overall Membership Proration
    • Override Membership Proration Settings
    • Proration Examples
    • Payment Options: Collect a fee with first payment
    • Payment Options: Exclude a fee from discounts/adjustments
    • Add Discount/Promo Code to New Memberships
    • Bill Next Billing Cycle (Realtor Edition Only)
• Variable (Formula Based) Dues Calculations

Module 4: Directories, Categories & Levels

Connect membership types to your directories and build multi-level membership structures. (Est. Time: 25 mins)

• Setup Membership Type Directories & Categories
  • Understanding Directories
  • Understanding Directory Display Settings  
• Manage Membership Levels
  • Add Levels to a Membership Type
  • Adjust Membership Type Levels
  • Adjust Membership Type Level Pricing
  • Membership Level Reporting
  • Membership Level Conversion Tool

Module 5: Membership Application

Build your application form, manage its fields, and approve applications submitted online. (Est. Time: 30 mins)

• View/Create your Membership Application Form
  • On-line Membership Application Process Flow
• Setup Membership Application Form Fields/Questions
• Remove Custom Fields from Your Application
• Re-arrange the order of Custom Fields on Membership Application
• Membership Add-on Items
• Approving On-line Membership Applications
  • View & Manage Membership Applications Pending Approval
  • View All Previously Approved Applications
  • View All Applications Submitted
  • View Abandoned Applications
  • Membership Auto Drop
    • Steps for Enabling Auto Drop
    • Auto Drop Memberships Process - How it Works
    • Memberships Will Be Auto-Dropped Report
    • Override Auto Drop Setting

Module 6: Join/Drop Reasons

Track why members join and leave so you can report on retention drivers. (Est. Time: 10 mins)

• Membership Join Reasons
• Membership Drop Reasons
• Add a Join Reason to an Existing Membership

Module 7: Adding & Managing Member Records

Add memberships to contacts, manage related organization contacts, and keep member info current. (Est. Time: 25 mins)

• Add a Membership to a Contact
  • Manage Courtesy Memberships
  • Add a Membership Pending Approval Until Payment is Received 
• Managing Organization Membership Related Contacts
  • View Organization Membership Related Contacts
  • Remove an Individual's Relationship to an Business/Office Membership
  • Update Contacts Related to a Membership
• View/Edit Membership Details
  • Change Organization Membership Primary Contact
  • Change Organization Membership Billing Contact
  • Add a Join Reason to an Existing Membership

Module 8: Recurring Billing & Fee Schedules

Set up and adjust the recurring fee schedules that drive automatic member billing. (Est. Time: 25 mins)

• Manage Member Recurring Fee Schedule
  • View Member Recurring Fee Schedule
  • Add an Email CC to Member Recurring Billing
  • Add a Recurring Billing
  • Change Recurring Billing Frequency
  • View/Update Member Information
  • How to Add a Fee Schedule when a Contact has an active membership without a schedule 

Module 9: Expiration Dates & Membership Changes

Manage expiration dates and process upgrades, downgrades, drops, reactivations, and adjustments. (Est. Time: 30 mins)

• Membership Expiration Dates
  • View Memberships Expiration Dates
  • Manage Membership Expiration Dates
    • Update Membership Expiration Date from Member Overview tab
    • Update Membership Expiration Dates in Bulk
• Manage Membership Changes
  • Upgrade a Membership
  • Downgrade a Membership
  • Drop Membership
  • Adjust a Contact's Membership
  • Delete Membership
  • Reactivate Membership
  • Manage Courtesy Memberships
  • View Membership Activity
    • Link an Invoice to a Membership Activation
    • When is Renewal Activation Logged

Module 10: Manage Unpaid Dues

Apply late and reactivation fees, suspend or drop overdue members, and follow up on unpaid invoices. (Est. Time: 30 mins)

• Manage Unpaid Dues
  • Add Late Fees to Overdue Invoices Individually
  • Add Late Fees to Overdue MembershipInvoices in Bulk
  • Add Reactivation Fees to Overdue Invoices Individually
  • Add Reactivation Fees to Overdue Invoices In Bulk
  • Suspend Overdue Members Individually (Real Estate Edition Only)
  • Suspend Overdue Members in Bulk (Real Estate Edition Only)
  • Manually Reactivate Suspended Members Individually (Real Estate Edition ONLY)
  • Manually Reactivate Suspended Members in Bulk (Real Estate Edition ONLY)
  • Add Unpaid Members to List
  • Email Unpaid Invoices to Member
  • Print Unpaid Invoices 
  • Mass Drop Members with Overdue Membership Invoices

Module 11: Membership Reports & Calculations

Measure the health of your membership with core calculations and the standard membership reports. (Est. Time: 30 mins)

• Membership Reports
  • Common Membership Calculations
    • Average Membership Tenure (AMT)
    • Lapse Rate (Churn)
    • Member Acquisition Cost (MAC)
    • Member Lifetime Value (MLV)
    • MLV to MAC Ratio
    • Renewal Rate
    • Retention Rate
  • Membership Change Report
  • Membership Referral Report
  • Membership Report
  • New Membership Report
  • Renewal Membership Report
  • Dropped Membership Report
  • Sales by Contact Report
  • Total Spending by Contact Report

Certification Goal: Membership Management Proficiency

By working through every module above, you will be able to configure membership types and pricing, manage applications and member records, run recurring billing, handle the full membership lifecycle, collect overdue dues, and report on membership health — everything needed to administer the Memberships area with confidence.