Membership: Creating a Membership and Applying Class

To create a membership and apply a class, you set up a membership record, assign a membership class (such as monthly dues, locker fees, or other service charges), configure the effective date and billing cycle, and handle any prorated charges for mid-cycle starts. The video below walks through each of these steps in full.

What does this video cover?

This video covers the end-to-end process of creating a membership and applying membership classes in the membership portal. Topics include setting effective dates, billing cycles, prorated charges, initiation fees, membership milestone reminders, and visibility options.

What will I learn by watching this video?

After watching, you will be able to:

• Create a membership record and assign the appropriate membership class
• Set effective dates and billing cycles for dues, locker fees, and other service charges
• Handle prorated charges for members who start mid-cycle
• Configure advanced settings such as initiation fees and milestone reminders
• Control membership visibility options in the membership portal