Working With Membership Types

Who is this for? Staff who build and maintain membership types — membership directors, database administrators and anyone responsible for how your membership types are priced, prorated, listed in directories and broken into levels. This page is the index for that work; each module below links to the article that covers it in full.

Module 1: Understanding Membership Types

Start here: see the membership types you already have, add a new one, and write the description members see.

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

Module 2: Membership Type Pricing

Set what a membership type costs, change that pricing over time, choose payment options, and decide how dues are prorated.

• → Manage Membership Pricing
• → Add Pricing to a Membership Type
• → Updating your membership type pricing
  • → Change/Update Membership Dues 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
  • → Billing Options: Exclude a Fee from Adjustments
  • → Add Discount Promo Code to New Memberships
  • → Setup Membership Pricing to Bill Next Cycle (Realtor Edition)

Module 3: Variable Dues

For associations that calculate dues from a formula rather than a flat amount.

• → Variable (Formula Based) Dues Calculations

Module 4: Directories & Categories

Control which directories and categories a membership type places members into, and how those listings display.

• → Setup Membership Type Directories & Categories
• → Understanding Directories
• → Understanding Directory Display Settings

Module 5: Membership Levels

Break a membership type into levels, price each level, report on level use, and convert existing types to a level-based structure.

• → 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

🏆 Certification Goal: Membership Type Owner

Work through every module and you’ll be able to create a membership type from scratch, price it, prorate it, place it in the right directories and split it into levels — without needing a second set of eyes on the setup.