Membership Types

Use Membership Types to define how each membership option works. This is where you configure the associated role, pricing, renewal timing, reminder schedules, member dashboard messages, and Stripe connection status for each membership type.

Who can use this page?

Membership Types is intended for Administrators and Super Admins.
This resource appears under Membership Tools in the Club Management Portal.
Member Managers do not manage membership types from this page.

Finding membership types

Search the Membership Types list by ID, name, membership period, or period type.
On the index view, review columns such as Name, Membership Period, Period Type, Memberships Expire, and Connected to Stripe.
Open a membership type record to edit pricing, renewal rules, reminders, messaging, and notes.

Creating a membership type

Open Membership Tools > Membership Types.
Click Create.
Enter a clear Name that distinguishes this membership type from similar options.
Select the Role associated with this membership type, or create the role from this screen if needed.
Enter Dues Price, Processing Fee, and Late Fee.
Choose Membership Period and Period Type.
If the membership uses calendar-based renewals, enter the due day and, for annual memberships, the due month.
Set Renewal Period - Days Before Due Date.
Set Grace Period - Days After Due Date if your club offers one.
Add any reminder schedules, member dashboard messages, and admin notes.
Save the membership type.

Notes:

The associated Role is required in the current interface, even if multiple membership types share the same role.
Use specific names when you offer similar options, such as monthly and annual versions of the same membership category.
On calendar-based forms, the interface shows calculated helper dates as you configure due dates, renewal start dates, grace period end dates, and reminder timing.
If Stripe payments are active, creating the membership type attempts to create the related Stripe product and prices automatically.

General settings

Name is the internal label used in the Club Management Portal and related admin areas.
Role links this membership type to the role used for that membership option.
The same role can be reused by multiple membership types, such as monthly and annual versions of the same membership category.
If you have seen older references to a separate Title field, that wording is outdated. The current Membership Types resource uses Name.

Pricing

Dues Price is the base membership amount.
Processing Fee is added for online payments.
Late Fee is added when payment is made after the due date and during the grace period.
A zero-dollar membership type is allowed by entering 0 for the pricing fields.
If dues plus processing total 0, renewals for that membership type can be generated as paid automatically.

Renewal schedule and period type

Membership Period options are Annual and Monthly.
Period Type options are Calendar and Anniversary.
Calendar means all members of that type renew on the same due date.
Anniversary means each member renews based on that member's joined date.
For calendar annual memberships, both a due month and due day are used.
For calendar monthly memberships, the due day is used each month.
For anniversary memberships, the month and day are taken from the member's joined date instead of the calendar due-date fields.
The Memberships Expire display helps summarize the due-date pattern for calendar-based membership types.

Renewal and grace timing

Renewal Period - Days Before Due Date controls when the renewal window opens.
Grace Period - Days After Due Date controls how long the member can remain late before the grace period ends.
If your club does not offer a grace period, leave the grace period field empty.
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 those reminders, but the email content is managed under Membership Tools > Reminders/Notifications.
Other renewal-related emails, such as start of renewal, start of grace period, and membership lapse emails, are also configured under Reminders/Notifications.

Member Dashboard messages

General Message is shown on the Member Dashboard when the member is currently paid.
Renewal Message is shown when the member has an unpaid renewal.
Late Message is shown during the grace period when the member is late.
Lapsed Message is shown after the membership is lapsed.
These messages are membership-type specific, so different membership types can show different dashboard content.
Supported message variables are {first_name}, {last_name}, {renewal_start_date}, {membership_due_date}, {late_end_date}, {membership_type}, {membership_status}, {amount_due}, {dues_price}, {processing_fee}, and {late_fee}.
Admin Notes are internal only and are not shown on the website.

Stripe connection

Membership types store Stripe product and price IDs when they are connected to Stripe.
If Stripe payments are active, creating a membership type attempts to connect it to Stripe automatically.
When you change the membership type name, dues price, processing fee, or late fee, the Stripe product or prices are updated.
The index and detail views show whether the membership type is connected to Stripe.
Administrators can use the Connect to Stripe action if a membership type did not connect automatically.
For Administrators, Connect to Stripe may appear as an inline action on the list page.
For help with inline buttons and action menus, see Actions.

Relationship to members, applications, and rosters

Application forms point to a membership type.
When an application is approved, the resulting member record gets that membership type and the role associated with it.
Membership types drive renewal calculations for members assigned to them.
Membership types can also be used in roster settings to control which membership types appear on member and board rosters.

Important cautions

If members with this membership type have open unpaid or late renewals, the renewal-configuration fields may be locked to prevent changing due-date rules midstream.
Changing renewal-related settings triggers recalculation of renewal dates for members who use that membership type.
If you change pricing on a Stripe-connected membership type, new Stripe prices are created and old prices are archived.
If you change an existing member from one membership type to another, review that member's membership status, renewal timing, and roles rather than assuming every related value will update the same way a new application approval would.
Changes to membership types can affect applications, renewals, roster filtering, dashboard messaging, and payment setup.