Configuration
Setting up your Membership Module is fairly straightforward. If you have existing membership data (levels, members, etc), see the existing membership data setup. If your organization is new to the membership module, take a look at the new membership set up.
Benefits
First, let’s configure your membership benefits. Benefits are multi-use, meaning, a single benefit can be tied to multiple membership levels. Benefits are not required, but give a better description to your potential members.
Each benefit has a Name, Code and Description.
Levels
Now let’s add your membership levels. A member can only have one level. Configure as many levels as you need, attaching the various benefits to each.
Levels are a little more complex than a benefit. Let’s break down the fields that comprise a membership level.
Fields
Level Name
Add a level name. Ex: Lifetime Member.
Level Description
A short description that will be displayed below the level name on the membership signup page.
Level Type
Is a backend field and will always be set to default.
Renewal Type
The renewal type will be used for various settings for the membership.
It will be:
- Displayed on the sign-up page how long this membership is good for
- Used to determine recurring billing
- Used to determine the expiration date
Types:
- Never
- Monthly
- Quartley
- TwiceAYear
- EveryYear
- CalendarYear
- FixedExpiry
The following types use the Expires On field to set a fixed expiration date on the level:
- FixedExpiry
For example, a membership level with a Renewal Type of FixedExpiry will use the Expires On field to set a strict expiration date. This will need to be updated regularly as the fixed date will eventually be set to the past.
Allow Sub-Members
If this membership level allows sub-members, set this to true. Sub-members are constituents that receive benefits of this level.
Fee By Sub-Member
If Allow Sub-Members is true, each sub-member added will incur a fee.
Fee
Set the cost of this membership level.
Is Taxable
If this fee requires tax, set this to true. When purchasing a membership, tax will be applied to the membership level as a sale item.
The tax rate is controlled globally from the site setup module.
Fair Market Value
If any portion of the membership fee is tax deductible, set the fair market value of the membership level here. This will be displayed on receipts and reports.
Expires On
This field is used to set a strict expiration date on the membership level. It is only used when the Renewal Type is FixedExpiry.
Show Online
If the membership level should be shown on your online sign-up page, set this to true.
Show On POS Terminal
When selling a membership internally via Compass, you will use the POS terminal to process the transaction. If you want this membership level available for purchase internally, set this to true.
Online Display Order
Set the display order of this membership level for the online sign-up page. If two or more levels have the same order number, they will be displayed in order of creation. Negative numbers are allowed.
Purchase Discount
This is only used for textual purposes on receipts.
Benefits
On the right, select the benefits that are associated with this level.
Membership Details
Use the content editor to add a detailed description to the membership level. This will be shown on the online sign-up page.
Signup Page
Fields
Membership Tag Line
A short tag line that displays on your membership signup portal.
Confirmation Email Asset
Select an asset that will be sent to members after registering.
Recurring Payment
When this option is selected, a recurring payment will be set to the frequency of the Renewal Type of the membership level they selected.
With this box checked, your members will automatically be charged when their membership expires.
Embedded Questionnaire
You can embed a Questionnaire to ask custom questions when users are registering for a membership.
POS Questionnaire
Select a questionnaire that will be asked when a member purchases a membership from the front door. This will be used internally within Compass-360.