Membership Settings

Video Walkthrough

What This Page Solves

Controls global membership settings such as enrollment rules and program-wide defaults.

Entry

• Open this page from module navigation.
• Module: membership

Before You Start

• Confirm enrollment policy and eligibility boundaries.
• Check if setting changes impact existing members immediately.
• Coordinate change timing with marketing and front desk teams.

Steps

1. Review global toggles for enrollment, renewal, and default benefits.
2. Update only required settings according to approved policy.
3. Save settings and re-open to confirm persistence.
4. Validate one new-member flow and one existing-member flow.

Acceptance Checklist

• Global membership settings are saved and policy-aligned.
• New and existing member behavior matches expectations.
• No unintended program-wide toggle change remains.

FAQ

Member tier did not update as expected

Recheck threshold rules and effective date, then recalculate with sample member data.

Benefits are not visible at checkout

Confirm tier eligibility and benefit activation status in membership settings.

Page Metadata

• Module: membership
• Route: MembershipSettings