Configure membership types
1
Open Membership Type settings
Select Settings, then open the Membership Type tab.
2
Create or edit a type
Start a new membership type, or use an existing row’s edit action.
3
Complete General Information
Enter the name and description. Configure the duration or fixed end date, renewal and deactivation behavior, privacy, and application form template. If you enable Automatic Recurring Payments, choose the reminder frequency shown by the form.
4
Complete Price Configuration
Add each due with its amount and frequency. Configure its chapter account mapping and tax options where required.
5
Complete Workflow Settings
Choose whether applications require approval, whether application fees are paid separately, whether approval happens after payment, and whether renewals require approval.
6
Complete Notification Settings
Enable the supported application, expiration, and renewal email stages. Open a stage’s template control when you need to edit its message.
7
Save the membership type
Submit the final step, then confirm that the type appears in the Membership Type table.
The recurring payment controls do not display or guarantee a specific retry schedule.