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
- In the Packages tab, select Add New Package.
- 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: 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 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
- Click Setup in the left-hand navigation panel.
- Click Setup Membership Application in the Member Options section.
- Click the Packages tab.
- Click the pencil icon for the package you wish to update. Make desired changes and click Save.