Members renew their own membership once they enter their renewal period. They can pay an auto-generated invoice, submit a renewal form, or use the renew option in their profile. This article covers how each path works.
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How members renew
Prerequisites: The member must be in their renewal period, and Membership Automation must be turned on for your account. An MC Professional team member turns on Membership Automation. To confirm whether it is on, contact MC Professional support.
A member's Renewal Period starts when your first renewal notification email sends. From that point, members renew in 3 ways:
- Paying the renewal invoice linked in their notification email
- Submitting a renewal form after logging in
- Selecting Renew Now in their member profile
Set up your default member type settings before you configure the renewal process. Those settings control the dues amount, the renewal period, and which notifications send.
Renewing from a notification email
Members select the Click here to pay this invoice link in a renewal notification email to open their auto-generated invoice and pay online. The same link generates in your graced and lapsed notifications.
To change the timing or wording of these emails, see Customizing renewal notifications.
Renewing through a form
Once a member receives their first renewal notification and auto-generated invoice, they move into their Renewal Period. From there, the member can take any form that contains a Membership section. That includes a membership renewal form or an event registration form with a membership section.
Members can also update their profile attributes on the form and select a different member type, if your settings allow it. To control which member types a member can move to:
- Go to Database > Member Types.
- Select Edit Settings for the member type.
- Select DEFINE RENEWAL PATHS.
Tip: To collect different attributes from new and renewing members, build 2 separate forms—an application form and a renewal form.
Renewing from a member profile
The Renew Now button appears in the member's profile on your website. It displays once the member receives their first notification and invoice and enters their renewal period.
Selecting Renew Now opens the member's open renewal invoice. From there, they select Pay Invoice to pay by credit card, or Download Invoice to print the invoice and mail it with a check.