The Goal: Configure membership types for single chapter selection so that applicants can choose one chapter when submitting an online membership application.
Before You Begin:
- Chapters must already be created in the system. See Create Chapters for instructions.
- You must understand how to create a membership type before proceeding. See the creating a membership type article for instructions.
Step-by-Step Instructions
- Set up your membership types for single chapter selection. If you will allow selection of a single chapter on your membership application form, your membership type is simply set up for the fee items associated with a single chapter. See the creating a membership type article for detailed instructions on how to create a membership type.
-
Enable single chapter selection on the application form. Once you have created your membership types for single chapter selection, go to Memberships, Settings section, click Membership Types (or navigate to your membership application form settings) and enable the Allow Single Chapter Selection option on the Membership Application form. See the instructions on how to include chapter selection on the Membership Application Form for full details.
Common Pitfalls
- Membership type not configured for a single chapter: If the membership type is set up for multiple chapter fee items, the single chapter selection option may not behave as expected. Confirm the fee structure is scoped to a single chapter before enabling the application form option.
- Application form option not enabled: Creating the membership type alone does not enable chapter selection on the application form. You must also enable the Allow Single Chapter Selection setting on the form separately.