Knowledge Base

MOHID provides several options to customize and manage the Memberships you offer to your community. Please go through the settings of Membership module to provide the necessary input as per your requirements. Once the basic settings are completed, you can integrate the online membership signup form on your website so your community can signup.

Memberships are categorized as Individual and Group. Users can now create as many membership types as they require; each with its own set of fees for membership signup. You can also specify the membership type that will be offered to online membership signups only or via admin or both. 

Go to Settings > Module Settings > Membership

- Expand the section of Membership Types and click on New Membership Type button to add membership types in the system.

- Enter the details of Membership Type. 

Type Name will specify the name of membership such as Single, Family etc.

Visibility will define the mode of availability for membership type (Inperson is for Admin, Online is for online membership signup form, All is for both Inperson & Online, Inactive when option is no longer relevant).

Membership Duration can be setup in one of the two ways.

If Fixed End Date for All Members option is selected then the system will setup a fixed end date for all the members in the system irrespective of the month when they signup for membership. You can specify the duration of the membership by providing No. of Months. In order to charge membership fee according to the remaining number of months in membership period, please turn on/off the option Charge Pro-rated option as per organization's policy.

If option Dependent on Membership Signup Date is selected, then each member's duration will depend on his signup date. However the duration will be fixed for all members in this scenario which will be the No. of Months.

Membership Category can be Individual or Group. Individual membership will cater to single members, whereas Group membership can have multiple members who sign up as a group.

Membership Fees is categorized as Annual Fee, Per Month Fee and Lifetime Fee for Individual Membership. For Group Membership, fees can be paid either as a group or charged on per member basis. Visibility (for Membership Fees) is an option that can be used to define the availability of a payment method to your community for a membership type (which can be via online, admin or both).

Admin's Approval Required for Online Membership Signup: If this option is turned-on, then the membership request will be sent to admin for approval (this is applicable to online membership sign-up only). If admin's approval is not required, then keep the option turned-off for automatic approval of membership requests.

If auto-approval is enabled then Member will be able to proceed with payment processing via online membership sign-up.

Custom Fields are the additional fields that will be displayed on membership signup form. If you require any information from members in addition to our default form then you can use the option of custom fields. 

Allow Zipcode Verification is an option to limit the community who can sign up for any particular membership.

Add Promotional Codes to offer discount on membership fees to your community for membership signup.

Under POLICIES, you need to do the setup of Membership Period, Renewal and Promotion, and Privileges of Member Portal. Please check following for further details. 

- Membership Period and Renewal settings are used to define the membership period and renewal options.

- If Auto-Renewal is enabled, then the system will automatically renew the memberships completing their required period How to Setup Auto-Renewal

- You can also offer free membership to donors after they have made certain amount of donation during the specified period for required categories. You can set this limit by entering the donation amount in the amount field, select dates for duration during which the required amount is donated, select categories which should be excluded for the donated amount (by default all categories are selected). Turn on the option and enter the required information to activate this feature.

- Select Privileges for member portal using below section of the Settings screen:

If Show e-signature Field option is ON system will display e-signature field at the end of Online Membership Signup Form/ Inperson signup/ Renewal membership inperson/ Member portal manual renewal screens. Member will have to provide e signature accordingly.

If Upload Documents is ON system will display upload document field in each individual/family/secondary member information section so that member can upload the required document(s) for Admin review. 

Admin can check the uploaded documents from Edit member screen.

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- Other Settings section offers various options that can be used as required.

- Send email notification to admin on every signup/ renewal if this option is ON, system will send email notifications to Admin on each signup/renewal on provided email address in 'Membership Admin Email' field.

- Include default memo in membership transactions receipts if this option is ON, system will display the text provided in 'Default Memo Text' field in all memberships transactions receipts.

If Allow Member Credentials Email option is turned on, then members will receive an email with details (user name, password and member portal link) to access member portal. 

Membership Admin Email: If email address is entered in settings, then an email will be send to entered email address with the information of the new online membership signup.

- Click the Save button when the required settings are done.