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netFORUM Pro Modules > Membership > Member Type (Membership) Setup > Setting Up a Lifetime Membership
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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 a Lifetime Membership

A Lifetime Membership is a membership that never expires (has no end date).

To set up a Lifetime Membership:

  1. Click the Administration module tab.
  2. Click Add Member Type from the Member Types group item.

  1. In the Membership Type Information section (seen below), enter the Member Type Code and Product List Order.
  2. Enter the Member Type Name (name of the membership).
  3. Enter the Primary Priority of the membership if your entity allows multiple memberships.  This is required. View Setting Up Multiple Memberships for more information.
  4. Enter a Description for the membership.
  5. From the Customer Type drop-down list:
  6. Select an Affiliate from the drop-down menu. The Affiliates module may be used to define those chapters, special interest groups, sections and so forth affiliated with a member type, committee, event, etc. An affiliate group may be thought of as a more permanent data grouping with its own Website and resources than just a member type or event group. For more information, view What is the Affiliates Module.
  7. Select the Life Time Membership check box. This creates a membership with no expiration date.
  8. If you want the membership to start the day the membership is purchased through the Shopping Cart or Online Store, whether or not payment is received, select the Start Membership Immediately check box. If you do not select the Start Membership Immediately check box, the membership will start on the first day of the following month.
  9. If you select the Allow Benefits Flow Down check box, the membership benefits that are set up for this membership type will also be available to linked organizations or individuals.
  10. The Members Only check box is selected if only members may purchase this lifetime membership.
  11. The Allow Recurring Renewal check box is selected if this member type may be renewed by customers on a recurring payment basis. It is only present if recurring renewal memberships have been set up for your entity by Abila support. View Recurring Renewal Membership Rules for more information.
  12. Select View By Non-Members if you want the member type to be viewable by non-members. This check box is only visible if the Members Only check box is selected.
  13. In the Grace Period field, enter the number of days the member has to renew the membership after it expires. For example, if the membership expires on 12/1/12 and the membership drop process is run on 12/15/13, even though the membership has technically expired, the member won't be dropped because they still have a grace period in which to pay.  If the member has not paid as of January 1, when the January drop process is run, the member will be dropped, because the grace period is over.
  14. Select the Member Type Status that will be assigned when this member type is purchased or renewed (e.g., Active, or Pending). (You might want to use Pending for the status if the customer needs to meet certain criteria before membership becomes active.)
  15. If you want to base membership activation on payment amount, you can set up a Percent Paid requirement. For example, if Payment in Full is a requirement for membership, select 100 as the Percent Paid requirement. If only half the payment is required up front, select 50 for the Percent Paid amount. If the customer is not required to make a payment in order to become a member, select 0 for the percent paid requirement.
  16. Use the Confirmation Template drop-down to specify which template that will be used to send a confirmation of purchase to customers who purchase this lifetime membership from the online store.
  17. Enter Keywords if you want to be able to search for this membership online based on a keyword. (Separate the keywords with a comma.)

  1. In the Membership Type Availability for Sale section (seen below), enter the Availability for Sale dates. This is the time period the membership will be available for sale in the internal Shopping Cart.

    Note: If you select the Inactive check box, the membership will not be available for sale internally or in the online store. It is completely inactive. This is useful if you need to amend or make changes to the member type and need to ensure it is not available for purchase in the meantime.

  2. In the Online Information section (seen below), select the Sell Online check box to sell the membership on your Web site. To set the specific time period for the membership to be available through the Online Store, enter the Sell Online start and end dates.
  3. Click Save to create the Member Type Profile.

To add the Dues Rate:

  1. Go to Member Type Profile.
  2. Click the Add Dues Fees button (or, on the Membership Dues Rate child form, click Add.)
  3. In the Member Type & Dues Rate Information window, enter the Dues Rate Code.
  4. Enter the Dues Rate Name.
  5. Click the Default Dues Rate check box if this is the default dues rate.
  6. Click the Available Online check box if the membership is to be sold in the Online Store.
  7. Enter the Member Fees. Renewing Member Fee is what the member will be charged for a membership renewal.  New Member Fee is the price of a new membership.
  8. Select the Charge Code.
  9. The Allow Installments check box is visible if installment billing is available for your entity. It enables customers to pay off the membership price in the installments you specify in the Frequency and  Installments drop-down such as by quarters.
  10. Click Save.

On the Individual or Organization Profile, in the Membership Information section, you will see that for a Life Membership, the Join Date and Effective Date are the day of purchase and there is no expiration date.