On this page
- How do members renew their membership?
- Renewal notifications
- Renewing from a form
- Renewing from the member profile
How do members renew their membership?
When your first renewal notification email is sent, this starts the member's Renewal Period. A member must be in their renewal period to renew manually. For more information, view our help article on customizing renewal notifications. Membership Automation must be turned on by an MC Professional team member for your automatic renewal notifications to send out. If you aren't sure if membership automation is switched on, please contact our support team.
A member can renew their membership in one of three ways:
- By paying the automatically generated renewal invoice linked in their renewal notification.
- By logging in and submitting a renewal form.
- By logging in and using the renew option from their profile page.
We recommend setting up your default member type settings before setting up the renewal process.
Renewal notifications
Your members can click the Click here to pay this invoice link in your renewal notification email to renew their membership. Below is an example of a renewal notification email.
This will take the member to their automatically generated invoice where they can pay online. The link will also auto-generate in your graced and lapsed notifications. For more information on customizing your renewal notification emails, see this article.
Renewing through a form
Once a member receives their first renewal notification and auto-generated invoice, they are moved into their Renewal Period. Then, the member can take any form with a Membership section (for example, a membership renewal form or an event registration form with a membership section) to renew their membership.
Members also have the opportunity to update the attributes in their profile, and can select a different member type to join, if enabled in member type settings. To edit which member types your members can change to, navigate to Database > Member Types > Edit Settings. Then, click DEFINE RENEWAL PATHS.
If you want to collect different information (attributes) for new and renewing members, we recommend creating two separate forms; one application, and one renewal form.
Renewing from a member profile
Once a member receives their first notification and invoice, and enters their renewal period, the Renew Now button will display in the member's profile (accessed through your website).
Clicking Renew Now will take the member to their open renewal invoice. They can click Pay Invoice to pay online with a credit card. Or, they can click Download Invoice to print off and send in the invoice with a physical check.