In order to use our membership application wizard you must set up an Application fee for the member types you plan to apply for through the wizard.
Navigate from Membership > Member Type and select the Member Type
Fill out information fields
- Name - Name of the fee.
- Member Type - Member type the fee is linked to.
- Product - The product lookup simply ties the application fee to a product in the product catalog. If this is included, this product will be added to the membership application order. If you do not charge a fee for applying for membership, this can be left blank.
- Dues Option - The dues option lookup ties the application fee to a dues option. Including this option allows you to charge an applicant for dues at the time of application. This must be completed in order for the wizard to generate an order, even if your dues option has a $0.00 product on it.
- Display Name - This is the name that appears on the portal and the membership application wizard.
- Association - The association the membership is for. For most associations, this will always be the same. For multi-board customers, you are able to setup membership applications independently for all of your managed associations.
- State Association - The state association the membership is for. For most associations, this will always be the same. For local associations that offer membership in multiple states, you are able to specify the state assocation.
Membership Expiration Settings
These fields determine the expiration date of the membership that is created as part of the membership application process.
- Duration Type - This can either be dated or termed. Dated indicates that the expiration is fixed (e.g. December 31st of each year). Termed indicates that the expiration ate will be set X years/months/weeks/days from the creation of the membership.
- Date + Number of Years - These 2 fields must be filled out if the duration type is dated. The combination of these fields determines the fixed expiration date. For example, if you wanted the expiration date to be January 1st of next year, you would put in 0101 as the date and 0 for number of years. If today is 12/07/2012, the expiration date would be 01/01/2013. If you wanted the date to be 01/01/2014, you would change the number of years to 1.
- Term & Term Units - These 2 fields mus be filled out if the duration type is termed. The combination of these fields determines the variable expiration date. If you want the membership to be 12 months, you would enter 12 for term and select Months for term unit. Note that the options for term unit are Years, Months, Weeks and Days.
Note - If you are setting expiration dates or end dates for your membership, remember that the date represents midnight of the day selected. If you want your memberships to expire at the end of the year/month, set the date field to the first day of the following year/month (e.g. 01/01/2013 not 12/31/2012).
Click Save and Close.
The fee should now show up in your membership application wizard.
Note: You will want to update the dues option each year (or term) on this fee so that the dues options matches the current billing cycle. This will make sure that the correct amount is charged, proration will work, and billing year will be correct on member financial records.