Membership Setup for a Project

Membership setup of project allows you to provide information on:

• Membership Billing

• Membership Tier

Membership Settings

You have to setup few parameters before you add Membership Tiers. You can add and update membership billing information related to the project such as auto renew, payment frequency, prorated information and invoicing.

Without updating the Membership Settings, the + Add Tier will not be enabled.

To add membership settings for a project, perform the following steps:

1.Click on the required project and click Membership from the Operations tab.

You can also navigate to Membership from the Vertical Sidebar navigation menu. Click Operations and then select Membership.

Mermbership

2. The Membership page appears. Click Edit to add the membership billing details.

Membership Edit

3.The Edit Membership Billing dialog box appears. Update the following details and click Save:

Field	Action
Auto Renew	Select the required option to auto renew the membership billing. Click Yes, if you want to auto renew
Payment Frequency	Select the required payment frequency for the membership billing
Prorated Available	Select the required option for the prorated membership billing
Do Not Invoice	Select the Do Not Invoice option, if you do not want the invoice for your membership billing

Edit Membership Billing

Membership Tier

You can add and update membership tier information related to the project such as name, pricing type, price point, membership term and description.

To add membership tier information for a project, perform the following steps:

1.Click on the required project and click Membership.

2.The Membership page appears. Click +Add Tier to add the membership tier details.

Add Tier

3.The Add Membership Tier dialog box appears. Update the following details and click Save:

Field	Action
Name	Select the required membership type
Pricing Type	Select the required pricing type
Price Points ($)	Enter the price points for the membership
Membership term	Select the required membership term
Description	Provide the description on the membership tier

Add Membership Tier

4.The Membership Tiers are added and listed under Membership Tiers.

Membership Tier List

If you want to update the existing membership tiers details, click the edit icon.

If you want to delete the existing membership tiers, click the delete icon.