• Member Type (Membership) Setup
  • Finding Member Types
  • Member Type Profile
  • Setting up a Member Type
  • Setting Up a Lifetime Membership
  • Setting Up a Calendar-Based Membership
  • Setting Up an Anniversary-Based Membership
  • Setting Up a Monthly Membership
  • Setting Up a Membership with a Grace Period
  • Setting Up Multiple Memberships
  • Setting Up Single Memberships
  • Selling a Membership for Next Year
  • Selecting the Customer Type for a Member Type
  • Navigating to the Member Type Profile
  • Member Flag
  • Using the Membership Setup Wizard
  • Adding Membership Dues Rates
  • Using a Confirmation Template for Member Types

Adding Membership Dues Rates

After you set up a Member Type, you will need to add the dues rate from the Member Type Profile.

To add Dues Rates (i.e., membership fees):

1. Go to the Member Type Profile.
2. Click the Add Dues Fees icon (or, on the Membership Dues Rates child form, click ADD). The Member Type & Dues Rate Information window displays.
3. Enter the Dues Rate Code.
4. Enter the Dues Rate Name.
5. If you want to use this rate as the default dues rate, select the Default Dues Rate check box.
6. To make this membership available online, select the Available Online check box.
7. To limit the availability of this dues rate online, enter the membership Available Starting and To dates.
8. Enter the Fee Start Date and Fee End Date.
9. Enter a number in the Sort Order field to define the order visible in the Online Store. The default fee is listed first in the Online Store and all subsequent fees are determined by Lowest Fee and then the Sort Order.
10. Enter the Renewal Member Fee and the New Member Fee.
11. For Charge Code, select Dues.
12. To allow installment billing for this membership, select the Allow Installments check box. You must have this system option enabled by Abila Support before this check box will appear.
13. Click Save.