You can create as many membership plans or giving levels as you like in GoodCRM.
Video transcript
Video transcript
Once you’ve added the membership add on to your account, you can set up membership plans.
Give your plan a name, and a description which will be displayed to members. Select how often this plan renews, and the price, including any joining fees.
You’ll have the option to accept payment via card, direct debit, or invoice.
Memberships can be shared, and you can select a maximum number of people to share with here.
Once your plan is configured, you can add new members to this plan. This can be accessed via your membership sign up page, or a direct link.
To add a member manually, head to your Memberships dashboard and click ‘Add Member’.
Here, you can see the form which members must fill in to create this membership. All that’s left is for your supporters to sign up!
Managing your Membership Plans
1. Navigate to Memberships from the main menu
2. Navigate to Membership Plans
3. Your membership plans are listed
You can change the order that your plans appear on your sign-up page by re-ordering you plans on this list. Just grab the up/down arrows to change the order.
Add or Edit a Membership Plan
1. Click Add Plan, or click the Edit button on the plan you wish to change
2. Complete the form to create your plan
Plan name: This is the name that will appear on your sign-up page.
Plan description: This is the description that will appear on the sign-up page.
Renews every: Set this to Month or Year – you can create separate plans to give people the choice of how often to pay
When payment should be taken: Set this to As soon as possible to collect the payment one month or year from the sign-up date. Or set to Specific Date if your memberships renew on a particular date – e.g. at a fixed date each year.
Price: This is the monthly or annual fee
Joining fee: This is a one-off fee charged upon sign-up
Payment methods: Tick which payment methods can be used for this plan (useful to create discounted plans for people paying by Direct Debit)
How many people can the subscriber share this plan with: This is used for shared plans such as joint plans.
Be careful not to include the member in the number, if this is set to 1 that means it can be shared with one other person, so two people including the main member.
Member signup and profile forms: This setting allows you to vary the information you capture by plan, to set your default forms, see Setting up memberships.
Add this as a choice on the public website: Whether or not this plan can be joined online via your sign-up link.
Choose No for hidden plans, these can be added into the system via the Add Membership button on the membership dashboard.