Memberships
The membership-type vocabulary every member is assigned to — the basis for pricing tiers and recurring fees.
What it is
Memberships define the set of membership types your club uses to categorise its members — for example active, trial, non-voting, or junior. Each member is assigned exactly one type, and that assignment is more than a label: it captures how the club relates to that person and what they pay.
Because membership type is a structured field rather than free text, it can feed the rest of the system. Pricing rules can charge different rates by membership type, and recurring fees (such as an annual subscription) can be scheduled against a type. Keeping this vocabulary small and well-defined means everyone is billed consistently and reports group cleanly.
How to use it
- Define your types — create one entry per membership category your club recognises (active, trial, junior, and so on).
- Assign on the member — set each member’s type from their profile so it drives their pricing and fees.
- Drive pricing — reference membership type in pricing rules to give members the right rate.
- Schedule recurring fees — attach periodic transactions (e.g. annual dues) to a membership type.
- Keep it tidy — reuse existing types rather than inventing near-duplicates, so statistics stay meaningful.
Related
- Members — where each member is assigned a membership type.
- Periodic Transactions — schedule recurring fees against a membership type.
- Pricing Rules — charge different rates based on membership type.