Module 2.1: Base Membership Set-Up

Estimated time to complete: 5 min per membership plan
 

Setting Up Base Memberships Video 

First, you will want to start by creating your base membership. This is essentially your umbrella membership that all of your membership plans (i.e., family, individual, associate) will fall under.

1. First, you will navigate to your Manager Dashboard and on the left-hand menu select Membership Types
2. Then select Create New Membership. Your page will open up and ask you for information about your membership. Continue following along as we explain each step along the way

3. Next, you will want to input your umbrella membership's name. Most organizations will name it something along the lines of "[ORG NAME] Annual Membership"

   Note: Your umbrella membership is what all of your membership plans fall under (i.e., individual, family, senior, etc.)
4. Then, you will select the Membership Type. Choose Base as the Membership Type, as Base memberships must be created before add-ons. An Add-on Membership could be a "Tennis Court Membership" that a user can purchase after they have already bought your Base Membership
5. Next, you will write a Membership Description that will be displayed to the public. This can be something very simple like "Community membership for residents of Maple Bay"

6. The next step is to set up your Renewal Settings starting with your Membership Renewal Frequency. For this, you will choose between Specific Date (i.e., all your memberships are active from November 1 to October 31 every year) or Rolling (i.e., your memberships are valid for one year from the date of purchase)

   If you choose Specific Date you will need to set a Membership End Date. This will be the date that the user is required to renew their membership or their membership will expire
7. Next, determine the Number of Days Before Expiration during which a user can renew their membership. We typically recommend 60 days to give members ample time to renew. This setting allows users to renew their membership while keeping the same expiration date. For example, if a user has an active membership that expires on December 31, 2024, they can renew as early as October 31, 2024, and their new expiration date will be December 31, 2025
8. Next, select whether you want users to have the option to enable Auto-Renew for their membership. We suggest offering this option, as it can help promote membership retention

9. You will then skip over your Notification Settings

   It is important not to set any notifications until after you’ve launched your Communal account to your membership base to prevent notifications from accidentally being sent to users too early
10. Then in the Additional Settings area, you can select a Waiver if you have one. If you do not have one then select if you want to Exclude this Membership from Tax Rates and Hide this Membership from the Public
11. Then click Save and you have your umbrella membership. If you have multiple umbrella memberships repeat steps 2-11

Next: Module 2.2 - Setting Up Membership Plans