Membership System Settings
Memberships are configured here: System Settings > Home/Dashboard > Memberships
Levels & Terms allows you to configure your membership levels, terms, and fees. More information is available in our Getting Started with Memberships guide here.
You can configure Custom Fields to track additional membership information. These can be set up here:
System Settings > Home/Dashboard > Memberships > Membership Custom Fields
To create a new Membership Custom Field, click the New Custom Field button.
Membership Custom Fields are added in the same manner as other custom fields in NeonCRM except there is an additional configuration option to conditionally display the custom field on your membership join/renew forms based on the membership level.
All active membership levels will be listed under "This custom field is available for the following memberships". Check the membership levels for which you would like to collect this information. This field will only appear on your membership forms when the constituent chooses to enroll in one of the designated memberships.
Membership Custom Fields are added to a Membership Form in a separate field selector.
This separate field selector is found below the standard field selector when you are modifying the fields on a Membership Form.
The basic membership settings govern the way membership terms work in your NeonCRM system. Edit these settings here:
System Settings > Home/Dashboard > Memberships > Settings
The Membership Directory settings control how constituents can view and search the membership directory on the front end of NeonCRM to look for other members. To configure the Membership Directory settings, navigate to:
System Settings > Home/Dashboard > Membership Settings > Membership Directory Settings
The Membership Discounts section allows you to discount membership purchases based on a date range or membership level.
The Complimentary Memberships feature allows you to automatically assign a membership to constituents who meet a set of conditions. More information is available in our Complimentary Memberships guide here.
- Getting Started with Memberships
- Customizing Standard Web Forms
- Configuring Custom Fields
- Household Group Memberships
- Organization Group Memberships