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:
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:
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.
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
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
