Membership Types

Membership Types (or Categories) are used as broad groupings into which you can organize the Membership Products you offer the public. Common Membership Types would be “Office Memberships” or “Desk Memberships” or “Virtual Office/Mailbox Memberships”. Within each of these Types/Categories you can have several different membership Products (which you’ll create via the Products page later). For instance, you may have Membership Type “Desk Memberships”, which is the broad type/category that Desk Membership A for $100, Desk Membership B for $200, and Desk Membership C for $250 are included within.

This level of organization is primarily visible on your Self-Registration system, where new members will first select the Membership Type (“Desk Memberships”, etc.) they are interested, and then the membership plan/Product (“Desk Membership A”, etc.) within that Type.

To create new Membership Types:

• Go to Inventory>Membership Types

• Click Add+

• Name the Type/Category, and enter the description you’d like members to see during Self Registration if they click on the Type/Category to sign up

TIP: You can drag-and-drop the Types into the order you want on the Inventory>Membership Types page. Any re-positioning will automatically be reflected in your Self Registration pages.