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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Configure Membership Settings

  • Updated:

This article will show you how to configure specific Membership Settings on an existing Membership Session. These settings include membership types, terms, fees, cards, and facility access.

 

 

Instructions

  1. Navigate to Activities > Activity List
    activities-activity list
  2. Expand a Membership Activity
    expand membership activity
    • Note: If you have not already, you must first create an Activity with the Membership activity type.
  3. Edit an existing Membership Session
    edit membership
  4. Navigate to the Advanced tab
    advanced membership
  5. Scroll down and configure/view Membership Settings
    membership settings
    • Membership Type: Choose Individual or Family
    • Membership Term: Choose how long the membership is (options range from 1 Day to a Calendar Year)
      • Note: A membership term must be selected to avoid issues with prerequisites.
      • Note: If you choose to Terminate Based on Schedule Tab, you will need to add a schedule for the membership. If no schedule is set, the membership will have no end date.
        terminate based on schedule tab
      • Note: Auto-renew and auto-billing support vary by the payment gateway.
    • Recurring Fee: Create a recurring fee
      • Note: Auto-renew and auto-billing support vary by the payment gateway.
      • Auto-Bill: Select to enable auto-billing
    • Card-on-File: Choose to make a card on file optional, required, or neither
      • Note: The card-on-file feature is based on the payment gateway. 
    • Auto Billing Date: Choose a day of the month or the Date of Signup
      • Note: This is the date of the month each payment gets drafted and is also the start date of the membership. Learn more on the Auto Billing Dates article. 
    • Card Style: Select the template you wish to use for the membership
    • Facility Access: Determine which facilities to associate with the Membership
    • Max Facility Scans: Add a maximum amount of scans per facility if using punch cards
    • Max Cards per Household: Add a maximum amount of cards per household
    • Recognize Revenue: Click to enable
      • Note: For memberships longer than one month, this setting will defer the revenue evenly across each month to be recognized. Deferred revenue code must be configured for this setting to take effect. When accrual accounting is used, revenue will still be recognized monthly, regardless of when balance payments are made.
  6. Click Save Session
    save session

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Alex Forrest

    If we change the price of an existing monthly membership, will this take effect on the next auto-bill date?  Also, will the price increase apply to all members who are currently signed up under that membership?

    0
  • Demi Perez

    We have followed these instructions and fee is being charged and the same membership fee is now additionally being charged every time we are trying to enroll participants in classes that the membership should give access to. The classes have the membership session assigned as a pre-req and are now adding the same membership fee they have already paid for every class they are trying to enroll in. Can this be fixed?

    0

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