Skip to main content

Membership Application Packages

Updated

On the Packages tab of the Member Application Form Setup, you can list the different membership package options available for new member applications.

Add a New Package

  1. In the Packages tab, select Add New Package.
  1. Add a package name and description. Both will be visible on the online application page.
    • Display Package: should be checked for this package to be an online option.
    • Display Order: Lower numbers are displayed at the top of the package list.
    • Membership Type: Specify a specific membership type to be assigned when that package is selected.
    • Fee Type:
      • Fee: Select this to specify a dollar amount for this package but not directly associate it with a fee item. With Fee selected, the Fee Amount field must be filled in.
        • Fee amount: Set the amount for that membership package.
        • Tax Set: Specifies the tax set for the fee.
      • Fee Items (recommended): Select this to specify a particular fee item that should populate when creating the invoice/receipt for this member. With Fee Items selected, the Amount and Fee Item Name must be filled in.
        • Fee Item Name: Select a fee item from your Fee Item List for this membership package.
        • Amount: Set the amount for that fee in the membership package.
      • Use ‘Contact Us’: Select this If there is not a set dollar amount for this package. This will place wording next to this package on the website: “Please contact us to determine the fee”.

Fee Schedule

Upload a file with your fee schedule that an applicant can view and calculate their own dues amount. Once you've uploaded a Fee Schedule file, this allows the applicant to lookup their fee in your provided schedule and input the amount manually on the form.

Requires a package with a fee type of Fee Schedule to be used.

Update Membership Application Packages

  1. Click Setup in the left-hand navigation panel.
  2. Click Setup Membership Application in the Member Options section.
  1. Click the Packages tab.
  2. Click the pencil icon for the package you wish to update. Make desired changes and click Save.