Skip to main content

Membership Checklist

Use this checklist before changing membership types, assigning membership, or renewing members.

Membership Type Checklist​

  • Name and description are clear.
  • Price tiers are correct.
  • Renewal rule is configured.
  • Validity period is correct.
  • Publishing status is correct.
  • Delete is disabled if members exist.
  • Archive is available for used membership types.

Manual Membership Checklist​

  • Member name is capitalized.
  • Email is lowercase.
  • Membership type is correct.
  • Existing active period is checked.
  • Renewal start date is offset correctly.
  • End date is calculated correctly.
  • Payment schedule preview is visible.
  • Invoice is generated before renewal takes effect when required.

Billing Checklist​

  • Invoice status is visible.
  • Payment status is visible.
  • Payment schedule is accurate.
  • SST and gateway settings are captured where applicable.
  • Membership active period updates only after payment rules are satisfied.