Membership

This section documents membership operations for membership types, member records, renewals, validity, pricing, invoices, payments, and access.

What This Covers

• Membership Overview
• Membership Types
• Manage Member Memberships
• Manual Membership Creation
• Renewal Rules
• Membership Billing
• Member Pricing and Eligibility
• Membership Checklist

Operating Principles

• Membership has two management areas: member memberships and membership types.
• Membership status should be driven by invoice and payment state where possible.
• Renewal start date should account for the participant's remaining active period.
• Existing users should not be assigned duplicate memberships without clear intent.
• Membership records with active members should be archived rather than deleted.