Memberships records who belongs to your organisation, who pays for each membership, how it’s paid for and when it’s due for renewal. You’ll find it in the sidebar under Memberships, with four pages: Dashboard, Memberships, Upcoming renewals and Membership types.
If you can’t see Memberships in the sidebar, it may not be switched on for your beehive. Ask your administrator.
Set up
- Configure membership types: the memberships you offer, their price and when they expire.
Day to day
- Issue and manage memberships: create a membership, read its detail page, change who it covers, and cancel it.
- Renew a membership: restart a membership’s term.
- Work with upcoming renewals: see what’s due, send email or SMS reminders, and hand renewals to Worker Bees.
- Read the memberships dashboard: members, lapsing memberships, expected income and how people pay.
Bring memberships in
- Import memberships: load memberships from another system with the Importer.
Permissions at a glance
| Permission | Lets you |
|---|---|
memberships:read:memberships |
See memberships, membership types, the dashboard and upcoming renewals |
memberships:write:memberships |
Create, cancel and renew memberships, add or remove covered members, and fire Worker Bees from Upcoming renewals. It doesn’t include viewing, so grant the read permission too |
memberships:admin:types |
Create, edit and archive membership types |
See the permission catalogue for the full list.