Membership types define the offer: who is covered, its price, and when it expires. Set these up before issuing memberships.

Create a type

1. Open Membership types and choose New membership type.
2. Enter a name, description, and benefits (one benefit per line).
3. Choose Individual for one member or Group for several. For a group, set the maximum members if required.
4. Choose Free, One-off payment, or Recurring payment. Paid types require a positive price and currency.

5. Set the expiry policy:

   Policy	What to enter
   Fixed term	Term length and Months or Years
   Calendar anniversary	Annual renewal date in MM-DD format
   Never expires	No renewal date

6. Set the lapsing window to determine how far before expiry a membership becomes lapsing.
7. Choose Create type.

Change or withdraw an offer

Use the edit action and Save changes to update a type. Use Archive membership type to stop offering it to new members; existing memberships are unaffected by archiving. Show archived includes withdrawn types in the list.

Next, issue a membership.