Table Of Contents

Member Dues Collection, Renewals, and Notifications

  1. How to Collect Membership Dues

How to Collect Membership Dues

Create a paid membership level

Create a one-time/lifetime membership payment level

Prorate new-member dues

Assign existing members to a membership level/record offline payments

 


 

Create a paid membership level

  1. Click Membership on the left navigation bar
  2. Select Manage Membership Levels from the submenu
  3. Use the dropdown menu to select My Group Has Membership Levels
  4. Click Add a Membership Level
  5. Title your level (Example: "Platinum")

MemberDuesCollection1.png

  1. Use the dropdown menu to select if level is Free or Paid
  2. If paid, use the dropdown menu to select the interval of membership billing

 

Note: Select automatic to automatically re-enroll members each period. Select manual if members must opt in each period.

 

  1. Set a price
  2. Set billing date
  3. Check Pro-rate if you intend to prorate the join period to sync with standard billing   dates

For details on prorating new membership, see Prorate New Member Dues.

  1. Add a description for your level

This is a good place to educate members about how this level differs from other options. Click add/edit to include a description or images.

  1. To add membership reminders, click Edit on any of the fields that specify a time frame to customize the action to be automatically taken

 

Note: All notifications are set to the default No Actions Selected, except for the renewal confirmation, meaning that you must enable an action.

 

protips-01.jpgPro Tip: Once you enable your notification emails, all members on the specified level receive them. It might take you a couple minutes to customize your notifications, but once you’ve done it, this set-it-and-forget-it feature will save you time in the long run.

 

 

In your Late & Missed Renewal actions, you have the option to automatically change members’ type, change members’ level, and change member’s status to lapsed by clicking the applicable checkboxes. You can also choose to notify the member and group leaders of these changes.

 

protips-01.jpgPro Tip: You can provide a discounted level creating that membership level, setting the visibility to Private, then providing people with the access code or coupon code to that level. Some groups also prefer to keep their free membership level hidden. If you decide to hide your free level, you can still provide access to it via access code, so only those with the specific access code will be able to choose the free option. To hide a membership level, click Private under the Visibility setting.

 

  1. Click Save and Close when finished

Repeat steps 4 - 13 to add another membership level.

  1. When you've added all member levels, click Save & Close

 


 

Create a one-time/lifetime membership payment level

To set up a one-time joining fee, simply create a one-time payment membership level. Some groups call this a lifetime membership.  

 

  1. Create a membership level (steps 1 - 6 listed above)
  2. Use the dropdown menu under Period and select One-time Payment
  3. Add a description for your level

This is a good place to educate members about how this level differs from other options.

  1. Click Add/Edit to include images
  2. Click Save & Close or Add a Membership Level to create another option
  3. When you've added all member levels, click Save & Close

 


 

Prorate new-member dues

You have the option to prorate members' dues for their first payment period upon joining your group. Normal billing will resume for all subsequent periods. Prorating only applies to the joining period; it does not apply to the last period if a member decides to terminate membership early.

 

If you are creating a new membership level:

  1.  On the left navigation bar, click Membership
  2.  Click Membership Levels
  3.  Use the dropdown menu to select My Group Uses Membership Levels
  4.  Select Add a Membership Level

 Follow the steps listed in Create a Paid Membership Level for more detailed information.

  1. In the second dropdown menu in the Period column, select specific date

Options to specify the date and prorate payments will appear.

  1. Select the specific date for your membership join period
  2.  Click the checkbox to Prorate Payments

 

collectmemberdues1.png

 

If you are editing an existing membership level:

  1. Click Membership on the left navigation bar
  2. Select Manage Membership Levels
  3. Click the gear icon to the right of the membership level
  4. Select Edit in the dropdown menu

MemberDuesCollection2.png

  1. Select Specific Date and click the Prorate Payments box

 


Assign existing members to a membership level/record offline payments

When you’re getting your group set up on memberplanet, you may have members who have already made their membership payments. You may also have those who prefer to make cash or check payments for their membership. You can record offline payments for your members, or assign them to membership levels. As an admin you are also able to omit offline payments when generating reports. This is helpful if you want to separate the two types of payments and keep online payment reports accurate.

 

To assign a level (which will NOT show in your payment reports)

 

  1. Click Membership in the left navigation bar
  2. Select Assign Membership Levels
  3. Click on Assign Without Payment
  4. Select a membership level that the member(s) will be assigned to
  5. Enter the paid through date (MM/DD/YYYY)
  6. Choose the member(s) that will be assigned to the level you chose, or click All Members for it to be assigned to everyone
  7. After you’ve finished either recording your offline transaction, or assigning a level, click the Assign Level button

 

To record an offline transaction while assigning a level (which will show in payment reports)

 

  1. Click Membership on the left navigation bar
  2. Select Assign Membership Levels in the submenu
  3. Select a membership level that the member(s) will be assigned to (your selection will automatically populate the amount)
  4. Choose a payment method
  5. Enter the payment date (MM/DD/YYYY) and the paid through date
  6. Add a memo (optional)
  7. Choose the member(s) that will be assigned to this level that you want to record the offline payment for, or click All Members for it to be assigned to everyone