How to set up a new membership type?

Follow these steps to create and configure a new Membership Type.

Step 1: Log In

Log in to your Helpful Village account.

Step 2: Open Settings

Hover over Admin in the menu bar and click Settings.

Step 3: Open Membership Types

Click the Membership tab, then click Membership Types.

Step 4: Create a New Membership Type

Click New Membership Type.

Step 5: Configure the Membership Type

After clicking New Membership Type, you can configure the following:

• Membership Name
• Maximum Number of Members Allowed
• Membership Duration (in months)
• Percentage of the Membership Fee That Is Tax-Deductible

• Membership Rights and Access

   

Payment Options

You can also choose how members will pay for their membership:

• One-Time Payment
• Monthly Payment

Select the checkbox next to the payment option(s) you would like to offer.

If you choose Monthly Payment, enter the monthly membership fee in the designated field. Then multiply the monthly amount by 12 and enter the annual total in the One-Time Payment field.

Video Walkthrough

For additional guidance, watch our step-by-step video walkthrough:

Watch the Membership Types Setup Video