Membership Types

Membership Types define how each membership option in your club works — the pricing, renewal schedule, grace period, linked role, dashboard messaging, and Stripe connection. This is one of the most important setup areas because it drives renewals, permissions, and member organization.

Who can use this area

Membership Types is available to Administrators under Membership Tools in the Club Management Portal. Member Managers do not manage membership types from this page.

Creating a membership type

Open Membership Types under Membership Tools.
Click Create.
Enter a clear Name that distinguishes this type from similar options.
Select the Role associated with this membership type (or create the role from this screen).
Enter Dues Price, Processing Fee, and Late Fee.
Choose Membership Period (Annual or Monthly) and Period Type (Calendar or Anniversary).
For calendar-based types, enter the due day and (for annual) the due month.
Set Renewal Period - Days Before Due Date (when the renewal window opens).
Set Grace Period - Days After Due Date if your club offers one.
Add any reminder schedules, member dashboard messages, and admin notes.
Save.

The associated role is required. If multiple membership types should give members the same access, they can share the same role. Use specific names when you offer similar options — for example, "Individual Annual" and "Individual Monthly."

If Stripe payments are active, creating a membership type automatically attempts to create the related Stripe product and prices.

General settings

Name — The label used in the Club Management Portal and related admin areas.

Role — Links this membership type to a custom role. The same role can be shared by multiple membership types (see Roles: Membership types and roles for examples).

Pricing

Dues Price — The base membership amount.

Processing Fee — Added for online payments.

Late Fee — Added when payment is made after the due date, during the grace period.

A zero-dollar membership type is allowed — enter 0 for all pricing fields. If dues plus processing total zero, renewals for that type can be generated as paid automatically.

Renewal schedule

Membership Period — Annual or Monthly.

Period Type — Calendar or Anniversary.

Calendar means all members of this type renew on the same date. For annual types, you set a due month and day. For monthly, you set a due day.
Anniversary means each member renews based on their own joined date. The month and day come from the member record, not the calendar fields.

The Memberships Expire display summarizes the due-date pattern for calendar-based types. The interface shows calculated helper dates as you configure due dates, renewal start dates, grace period end dates, and reminder timing.

Renewal and grace period timing

Renewal Period - Days Before Due Date — How many days before the due date the renewal window opens and members can begin paying.

Grace Period - Days After Due Date — How long after the due date a member can pay before being marked Lapsed. Leave this blank if your club doesn't offer a grace period.

Due Date Reminders — Schedule reminder emails a set number of days before the due date.

End of Grace Period Reminders — Schedule reminder emails a set number of days before the grace period ends.

This page controls the timing of reminders. The email content is managed separately under Membership Tools > Reminders/Notifications (see Renewal Reminders and Notifications).

Member Dashboard messages

Each membership type can show its own messages on the Member Dashboard:

General Message — shown when the member is currently Paid
Renewal Message — shown when the member has an unpaid renewal
Late Message — shown during the grace period
Lapsed Message — shown after lapse

Supported variables: {first_name}, {last_name}, {renewal_start_date}, {membership_due_date}, {late_end_date}, {membership_type}, {membership_status}, {amount_due}, {dues_price}, {processing_fee}, {late_fee}.

Admin Notes are internal only and never shown on the website.

Stripe connection

Membership types store Stripe product and price IDs when connected to Stripe. If Stripe payments are active, creating a type attempts to connect automatically. When you change the name, dues price, processing fee, or late fee, the Stripe product and prices are updated accordingly.

The index and detail views show whether each type is connected. Administrators can use the Connect to Stripe action if automatic connection didn't happen.

Connections to other areas

Application forms point to a membership type. When an application is approved, the new member gets that type and its associated role.
Membership types drive renewal calculations for all members assigned to them.
Roster Settings can filter which membership types appear in the member and board directories.

Important cautions

If members with this type have open unpaid or late renewals, renewal-configuration fields may be locked to prevent changing rules midstream.
Changing renewal settings triggers recalculation of renewal dates for affected members.
Changing pricing on a Stripe-connected type creates new Stripe prices and archives old ones.
If you change a member from one type to another, review their status, renewal timing, and roles — don't assume everything updates the same way an application approval would.