Manage Membership Pricing

Who is this for? Staff and administrators responsible for configuring how membership dues are priced, prorated, discounted, and billed. Membership pricing lives under Memberships, Settings section, on the Membership Types page in the left-hand rail.

Module 1: Core Membership Pricing

Set up the base dues amount and billing behavior for each membership type. (Est. Time: 20 mins)

• → Add Pricing to a Membership Type
• → Edit Payment Pricing
• → Configure Payment Options for Membership Types

Module 2: Membership Dues Proration

Control how dues are prorated for members who join partway through a billing cycle. (Est. Time: 25 mins)

• → Membership Dues Proration
• → Set Overall Membership Proration
• → Override Membership Proration Settings
• → Proration Examples

Module 3: Fees, Discounts & Adjustments

Add one-time fees, exclude fees from adjustments, and apply discount or promo codes to new memberships. (Est. Time: 20 mins)

• → Payment Options: Collect a fee with first payment
• → Payment Options: Exclude a fee from discounts/adjustments
• → Add Discount/Promo Code to New Memberships

Module 4: Variable (Formula-Based) Dues

Configure dues that are calculated from a formula or member-supplied data, including auto-assigned levels and back-office assignment. (Est. Time: 35 mins)

• → Variable (Formula Based) Dues Calculations
• → Steps to Setup Variable Dues Calculations
• → Variable Dues - Auto-assign Levels
• → Gather Variable Dues Information on the Membership Application Form
• → Add a Variable Dues Membership Type to a Contact from the Back Office

Certification Goal: Membership Pricing Pro

By completing this syllabus, you will be able to confidently price any membership type — from a flat annual fee to a formula-driven variable dues structure — with the right proration, fees, and discounts in place.