The Membership System allows users to subscribe to different membership plans, granting them access to various features and privileges. Users can purchase these memberships using their wallet funds. Membership packages are based on site roles module. When you create a membership package, you assign a site role to it. This role controls what members can do and see on the site. When someone purchases a membership package, they automatically get that role and access to its features and privileges. Reviewing the site roles will help you understand the available options.

How to enable or disable the membership system ?

  1. Click on the Menu.
  2. Select Settings from the side navigation menu.
  3. Choose Wallet
  4. Find the “Memberships” field and select your preferred option.
  5. Click the “Update” button.

Note: The membership system requires an extended license. If you have an extended license but the membership system doesn’t appear, update your license information via Menu > Settings > License Info. If the membership system still doesn’t appear after updating your license information, check your site role permissions to ensure the membership feature is enabled.

How can users view their current membership information or enroll in a package?

  1. Click on the Menu.
  2. Select Membership from the side navigation menu.
  3. Choose “Your Current Info“
  4. On the displayed screen, users will see their current membership package information (if enrolled in one). Below that, they can view and select available packages to enroll in.

Note: Users cannot enroll in a new package if they are already subscribed to a subscription-based package. Users must either cancel their current package or wait for it to expire before enrolling in a new one.

How to create a membership package ?

  1. Click on the Menu.
  2. Select Membership from the side navigation menu.
  3. Choose “Packages“
  4. Click on the Plus Icon at the bottom right of the content area.
  5. Enter the details in the screen that appears.
  6. Click the “Create” button.

For Your Reference :

  • For a free package, set the pricing to 0 in the pricing field.
  • The billing interval can be set to one-time, monthly, yearly, or custom days.
  • The “Cancellable” field allows you to decide whether users can cancel the package if they choose.
  • The “Is Refundable on Cancel” field determines if the remaining amount should be refunded upon cancellation. For one-time billing packages, the full amount is refunded. For packages with an expiry date, the refund is prorated based on the days used.
  • The “Related Site Role” field specifies the site role that users will be assigned when they enroll in the package. Site roles define the permissions and features available with the membership package.
  • The “Site Role Upon Expiration” field sets the site role users will switch to when the package expires or if their wallet lacks sufficient funds for renewal.
  • The “Sort Index” helps you arrange the membership packages in your preferred order.

How to cancel a membership subscription?

  1. Click on the Menu.
  2. Select Membership from the side navigation menu.
  3. Choose “Your Current Info“
  4. On the screen that appears, there will be an option to “Cancel” if the membership package is cancellable.

How to allow or disallow users from enrolling in a membership package?

  1. Click on the Menu.
  2. Go to “Modules” in the side navigation menu.
  3. Select “Site Roles.”
  4. Click the three dots icon next to the site role for which you want to modify.
  5. Choose “Edit.”
  6. Under the Memberships section, select or deselect “Enroll Membership”
  7. Click the “Update” button.

How to view or validate transactions related to the membership system ?

  1. Click on the Menu.
  2. Select Membership from the side navigation menu.
  3. Choose Site Transactions
  4. Click on the Transaction, then choose “Edit Order”
  5. On the screen that appears, find the “Take Action” field and select your preferred option.
  6. Click the “Update” button.

Note: The “Approve” option will approve the transaction only. “Approve & Enroll” will approve the transaction and enroll the user in the membership package. Similarly, “Disapprove” will disapprove the transaction only, while “Disapprove & Unroll” will disapprove the transaction and remove the user from the membership package.

How to edit a Membership Package ?

  1. Click on Menu.
  2. Go to Membership in the side navigation menu.
  3. Choose “Packages“
  4. Click the three dots icon next to the package you want to modify.
  5. Choose “Edit”.
  6. Make the necessary changes in the screen that appears.
  7. Click the “Update” button.

How to add or modify the membership benefits ?

  1. Click on Menu.
  2. Go to Membership in the side navigation menu.
  3. Choose “Packages“
  4. Click the three dots icon next to the package you want to modify.
  5. Choose “Benefits”.
  6. Make the necessary changes in the screen that appears.
  7. Click the “Update” button.

Note : The benefits text you add or modify is simply informational and will appear below each membership package. This text does not define the actual benefits; instead, the site role assigned to the membership package determines the benefits and permissions.

How to delete a Membership Package ?

  1. Click on Menu.
  2. Go to Membership in the side navigation menu.
  3. Choose “Packages“
  4. Click the three dots icon next to the item you want to delete.
  5. Choose “Delete”. A confirmation dialog will appear. Select ‘Yes’ to confirm.

Note: Instead of deleting a membership package that has active subscribers, we recommend disabling the package.

How to bulk delete Membership Packages ?

  1. Click on Menu.
  2. Go to Membership in the side navigation menu.
  3. Choose “Packages“
  4. Click the selection icon at the top right next to the Packages title.
  5. Select the items you want to delete.
  6. Click the X icon that appears at the bottom right.
  7. Confirm the deletion when prompted.