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Setting up membership types

A step by step guide to setting up your membership types

Lauren Hose avatar
Written by Lauren Hose
Updated over a week ago

Before you start adding members, it’s a good idea to first setup all your different membership types. This will simplify adding new members, allowing you to assign a subscription and membership fee transaction for new members all in one go.

What are membership types?

Membership types are used to define the different kinds of membership subscriptions that you have on offer. 

For example, you may have Senior, Junior, and Family type memberships, each with different pricing and conditions. Or maybe you have different membership types depending on the season or activity, for example a Summer and a Winter membership.

Membership types allow you to capture these differences and assign appropriate memberships to all your members. 

How do I create a new membership type?

To create a new membership type, go to the Membership Types module and locate the green plus button in the bottom right corner of the screen. The button’s icon will turn into a membership type icon when you hover over it:

Click this button to open up the new membership flow, which guides you through a series of steps where you can enter the details of the membership type.

Step 1 – Specify the type of membership

The first step is to select the type of membership you’re creating. You can select from two options:

A primary or individual membership can, as the name implies, either be an individual membership for one person, for example a Senior membership, or it can be the primary membership of a bundled membership for multiple people.

A linked membership is always linked to an existing primary membership and can be used to create bundled memberships, for example Family or Couple memberships with linked memberships for Partners and Juniors.

Read the dedicated help article on bundled memberships to learn more about setting up these kind of memberships and to see a few common examples.

Step 2 – Enter membership details

On the next screen you can enter the name of the membership type. Linked membership types will always share the name of the primary membership to avoid confusion. However, you can specify a suffix to differentiate them instead. This will show up behind the membership name in brackets:

You can also enter a description for the membership, and choose whether this description should show up on receipts and invoices. You can use this to provide a detailed breakdown of the membership fee if you want.

Lastly, if you have more than one activity, select what activity or activities the membership type applies to.

Step 3 – Term

The next step lets you specify the term of the membership type:

Terms are optional, and a membership type can also be used to create subscriptions with an indefinite duration. This is useful for example when creating Life or Honorary memberships.

Step 4 – Renewal

In this step you can specify whether the membership is renewable by the member when it expires and control whether renewal reminders are sent or not.

If your memberships roll-over automatically, you can specify that subscriptions for this membership type should auto renew by default. You can also manage the timing of auto renewals and timing of allowed renewals:

Find out more about membership auto renewal.


Membership types can now follow their own invoice due dates that are separate from your global invoice due dates set up in Settings > Finance.

Selecting Default will mean invoices follow the global invoice settings. Selecting specific to this membership type will allow you to set unique invoice due dates per membership type.

Step 5 – Anchoring

If your membership subscriptions always renew on a fixed date of the year or month, you can anchor them to that date:

Anchored memberships will always renew on the specified date, even if members sign up part way through the term. You can also specify if you want to pro-rate the membership fee in those cases, or if members always pay the full fee.

If you prefer to have flexible membership subscriptions that simply start on the day that a new member signs up, leave the anchor checkbox unticked.

Step 6 – Conditions and fee

On the next screen you can specify any terms and conditions or waiver that the member has to agree to when they register or renew this membership.

You can also specify the membership fee here, as well as minimum/maximum age conditions. An account credit top-up amount can be specified if you want your members to receive a certain amount of account credit each time they sign up for this membership or renew it.

All of these fields are optional, so you can also have membership types that are free of charge and don’t have any conditions.

The other conditions allow you to specify whether the membership type can be selected by members when signing up or when changing their subscription, and whether it is the default membership type for new members signing up.

Press Save to create your new membership type.

Tip: Don’t forget to update your activity details if needed after having added a new membership type. You may want to define specific booking restrictions of activity fees for members with this membership type.

Frequently asked questions

Can I create bundled memberships for groups of members?

Yes, have a read through our bundled memberships help article which explains how to set up these membership types and provides a few common examples for reference.

Can I have memberships start on flexible dates?

Yes, by default a membership subscription can start on any given day of the year. If the membership type is for a fixed term, for example 1 year, the subscription end date will be 1 year from the day the subscription was created.

Can I have memberships always start on a particular date?

Yes, this is possible by specifying an anchor date for the membership. Anchored memberships will always renew on the specified date, even if members sign up part way through the term. You can also specify if you want to pro-rate the membership fee in those cases, or if members always pay the full fee.

Can linked membership have separate fees?

Yes, linked memberships can have their own separate fees, so that you can charge your members extra for a bundled membership depending on how many linked members they sign up with. Check out our article on membership fees for more information.

What does the renewal process look like from a member’s point of view?

You can view the whole process in this step by step overview.

Can members manage their own memberships?

Yes, members can select a membership when they register, and they are also able to change, stop or renew their membership subscriptions once they are up for renewal by visiting their Subscriptions page:

Members will also be able to create a new subscription from this page.

Further reading

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