Understanding Memberships

Each Participant at your organization has a Membership record, which allows you to track their participation with various details, including their current membership status in your programming.

Constituents have the ability to have multiple memberships, which is particularly useful when different membership levels are required for specific periods or programs. Each membership level can have its own associated costs, expiration dates, and other details, operating independently.

By controlling the membership level required for classes, you can ensure that only constituents with the specified membership type can enroll in a session, program, or class.

Participants with active memberships will be visually identified in the table of the Constituent Module by a small membership card icon displayed next to their name. This visual indicator helps you quickly identify constituents who have active memberships and distinguishes them from those without memberships or with expired memberships - indicated by a clock. By scanning the table, you can easily spot participants with active membership status and access their membership details for further management or tracking purposes.

Viewing a participant with an active membership

Creating A Membership Level

A membership level is what is used to create a membership on a participant. Think of them as a template to later use when creating a membership.

1. Navigate to Site Setup and click on the Membership Levels tab

2. Click on "Add Membership Level" to start creating a new level

3. Fill in the various fields based on details of your Membership

4. Once you have filled in all the necessary information, click "Save" to create the Membership Level

Adding a new membership

Membership Details

Important fields

• Level Name: Enter a name for the membership level (e.g., Lifetime Member)

• Level Description: Provide a short description that will be displayed below the level name on the membership signup page

• Renewal Type: Select the appropriate renewal type for the membership. This determines the membership duration, recurring billing, and expiration date. Available types include:

  • Never

  • Monthly

  • Quarterly

  • Twice a Year

  • Every Year

  • Calendar Year

  • Fixed Expiry

  For the "Fixed Expiry" type, the Expires On field will be used to set a specific expiration date for the membership level.

Other fields in which you can ignore

• Level Type: This is a backend field and should be set to "General"

• Cards: An internal field you can disregard

• Range Fee: An internal field you can disregard.

• Show Online: Set this to "true" if the membership level should be displayed on your online sign-up page.

• Show On POS Terminal: If you want this membership level available for internal purchase via Compass, set this to "true".

• Online Display Order: Set the display order of this membership level on the online sign-up page. Negative numbers are allowed, and if two or more levels have the same order number, they will be displayed in the order of creation.

• Presentation Order: An internal field you can disregard.

• Surcharge: An internal field you can disregard.

• Allow Sub-Members: If this membership level allows sub-members (constituents who receive benefits), set this to "true".

• Fee By Sub-Member: If sub-members incur an additional fee, set this to "true".

• Grace Days: An internal field you can disregard.

• Purchase Discount: This field is used for textual purposes on receipts.

• Expires On: This field is only used when the Renewal Type is set to "Fixed Expiry". It allows you to set a specific expiration date for the membership level

• Fee: Set the cost of this membership level.

• Is Taxable: If the membership fee requires tax, set this to "true".

• Fixed Tax Amount: If there is a fixed tax, you can set it here.

• Fair Market Value: If any portion of the membership fee is tax-deductible, enter the fair market value here. This will be displayed on receipts and reports.