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Membership Types Overview
MEMBERSHIP TYPES allows you to manage as many types of membership as you need.
Typically memberships have a specified duration, fee and benefits, for example:
CiviMember Access Control
As with other CiviCRM functions, you use the Access Control menu to set access by role.
To manage membership types, choose from the Administer menu >> CiviMember >> Membership Types.
You will see a list of existing Membership Types, You can also create NEW membership types or Edit, Disable or Delete EXISTING membership types using the links to the right of each membership type.
Default Membership Types
To create a NEW membership type, choose >>New Membership Type.
You will be taken to the New Membership Type page.
Create a Name (required) and Description for the membership type.
Membership Organization - Type in the pre-existing Organization that members are assigned to. This is a required field.
Minimum Fee - Type in the minimum fee that must be contributed for this membership
Contribution Type - Select the contribution type for the fee. You must setup Contribution Types before they will appear in this drop-down menu. This is a required field.
Duration - Set the duration that the membership lasts. Enter a number then select the period (day, month, year, or lifetime) from the drop-down list.
Period Type - Select the period type for this membership: rolling or fixed.
Rolling memberships begin on the date of signup, Fixed memberships begin and end on specific dates. For example, a one-year membership could either start on the day a contribution is given and last 365 days from that date, or it could begin on January 1 and end December 31, depending on your membership rules.
If membership duration is specified in years, you will be able to specify the exact month and day for memberships to start. If membership duration is specified in months, memberships will start on the 1st of the current month and run for the number of specified months.
Relationship Type - Select from the drop-down menu the relationship type to associate with this membership. For example if you want all members of a household to be considered members, select 'Household Member'. Note that the contact that is assigned the membership must be attached to a household, as must the other individuals. See Relationship Types.
Visibility - Choose if this membership is available for self-signup (Public) or if it must be assigned by an Administrator or User (Admin)
Order - Enter the weight (or order number) for this membership to determine it's position in a list of memberships.
Enabled? - Enable/disable the membership type by checking or unchecking the box labeled Enabled? at the bottom of the page.
*Renewal Reminder Message* - Select the reminder message to be sent to members. Setup messages in Message Templates.
Renewal Reminder Day - enter the number of days prior to membership expiration that you want the reminder to be sent.
Click Save to save the Membership Type. If successful, you will see the message:
For EXISTING membership types you can Edit, Disable or Delete each membership type using the links to the right of each membership type.
Select Edit to view the Edit Membership Type page where you can change the values for each membership type option. Here you can also enable/disable the membership type by checking or unchecking the box labeled Enabled? at the bottom of the page.
If successful, you will see the message:
Select Disable to temporarily disable an Existing membership type. You will see the warning:
Click OK to continue or Cancelto cancel disabling the membership type.
To re-enable the membership type, simply click on Enable.
Select Delete to delete the membership type. You will be given this warning:
Click Delete to continue or Cancelto cancel the deletion.