This article will show you how to configure specific Membership Settings on an existing Membership Session. These settings include membership types, terms, fees, cards, and facility access.

Instructions

Navigate to Activities > Activity List
Expand a Membership Activity
Note: If you have not already, you must first create an Activity with the Membership activity type.
Edit an existing Membership Session
Navigate to the Advanced tab
Scroll down and configure/view Membership Settings
- Membership Type: Choose Individual or Family
- Membership Term: Choose how long the membership is (options range from 1 Day to a Calendar Year)
  Notes:
  A membership term must be selected to avoid issues with prerequisites.
  If you choose to Terminate Based on Schedule Tab, you will need to add a schedule for the membership. If no schedule is set, the membership will have no end date.
  Auto-renew and auto-billing support vary by the {{glossary.Payment Gateway}}.
- Recurring Fee: Create a recurring fee
  Note:
  Auto-renew and auto-billing support vary by the payment gateway.
  - Auto-Bill: Select to enable auto-billing
- Card-on-File: Choose to make a card on file optional, required, or neither
  Note: The card-on-file feature is based on the payment gateway.
- Auto Billing Date: Choose a day of the month or the Date of Signup
  Note:
  This is the date of the month each payment gets drafted and is also the start date of the membership. Learn more on the Auto Billing Dates article.
- Card Style: Select the template you wish to use for the membership
  Note: View our article Create a Membership Pass for more information.
- Facility Access: Determine which facilities to associate with the Membership
- Max Facility Scans: Add a maximum amount of scans per facility if using punch cards
- Max Cards per Household: Add a maximum amount of cards per household
- Recognize Revenue: Click to enable
  Note: For memberships longer than one month, this setting will defer the revenue evenly across each month to be recognized. Deferred revenue code must be configured for this setting to take effect. When accrual accounting is used, revenue will still be recognized monthly, regardless of when balance payments are made.
Click Save Session

Configure Facility Access

Instructions