Membership Setup for a Project
Last updated
Last updated
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Membership setup of project allows you to provide information on:
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.
2. The Membership page appears. Click Edit to add the membership billing details.
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 |
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.
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 |
4.The Membership Tiers are added and listed under Membership Tiers.
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.
