Membership Application Process

How to Set up the Online Application Process

To set up an online join form, you must first set up the following information:

Membership Types

1. Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, MEMBERSHIP TYPES.
2. Click ADD.
3. Enter the name of the membership type you want to appear on the join form.
4. Click the PRICING tab and enter the price for that membership type in the REGULAR PRICE field.
5. Click on the SUBSCRIPTION tab and select:
   1. Periodic if the membership type lasts for a specified time period. You will also specify the membership expiration period in days or months.
   2. Calendar if the membership type expires during a specific month. You will select the month in the Calendar Duration Month field.
   3. Perpetual if the membership never expires.
   4. Leave this field empty if the membership is not a subscription.
6. Click on GROUP to add members in that membership type to a specific group.
7. Check the box RENEW ON EXPIRATION if you want the membership to automatically renew on expiration.
8. Check the SEND RENEWAL NOTIFICATION if you want the member to be notified prior to renewal. You must create the renewal notification email in system emails and select it in Ecommerce Settings, with a Notification Period.
9. Make sure there is a check next to BLOCK RECURRING PURCHASES.
10. If the renewal price is different than the original join price enter it in RENEWAL CUSTOM PRICE.
11. Check MANAGE FROM MY ACCOUNT if you want this item to be available to purchase or cancel in the Manage Subscriptions section of My Account.
12. Click OK to save changes.

Account Contact Types

1. Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, ACCOUNT CONTACT TYPES.
2. Click ADD and enter the contact type name.
3. In the MEMBERSHIP APPLICATION tab:
   1. Check SHOW IN MEMBERSHIP APPLICATION if you want the contact type available on the online join form.
   2. Check IS PRIMARY CONTACT if this person will be the primary contact for the account.
   3. Check IS BILLING CONTACT if this person will be the billing contact for the account.
   4. In MEMBERSHIP APPLICATION SORT ORDER, put 1 for the first contact type to show on the join form, 2 for the second, etc.
4. Click OK to save changes.

Membershp Payments

1. Login and click AD