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Member Types

Member types are very important and are foundational to your group. You MUST have at least one member type for the system to use. By default your account will have a default member type that is free. If you do not have free member types (all members pay some sort of dues) than you need to create the member types that you do have.

Member types are managed in the members area, click on the Member Types tab

Member types list/view
  • Member types have the following attributes
  • Label: the name of the member type
  • Price: the annual cost of the member type
  • Purchase: if the member type can be purchased
  • Can add [Portal] logins: all member with this type to add additional logins through the member portal
  • Anniversary Type: if the member type renews on an anniversary date
  • Anniversary Date: the date the membership renews on

To create a new member type (rare: usually done when setting up account) click on the Create button

New member type dialog

Enter a name and price for the membership. If your group allows members to purchase this membership type, turn on (green and to the right) the toggle for “Can be Purchased”.

Note: an example of a member type that cannot be purchased (comp, free, board member, etc...)

The types of memberships your group offers is very important here. If your group has everyones anniversary/expiration date on the same day every year, then you want to turn on (green and to the right) the toggle for “Renews on the same day annually” AND select the month/day of that renewal.

Member types that have “Can be Purchased” enabled will appear as selections in the sign up section of the member portal.

The “Can add logins (from member portal)” setting, when enabled, will allow the member to access a settings section where they can add and remove additional logins to the member portal. These additional logins are considered to be “child” logins and not full memberships. It is up to you and your group if you want to allow members with this membership type to be able to perform this function.

It is strongly recommended that you do not remove a member type once it is used by multiple members. Doing so will cause problems for any members that are associated with the member type. Instead try to edit existing member types.

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