Membership planning guide
Map benefits, joining, renewal, visibility and staff responsibility for one membership type.
Open the membership guidePlanning resources
Write the membership rules before choosing more plugins.
Use the guide for your own planning. This page does not collect member information.
Can the existing platform stay?
Yes, where its account and content features can support the required workflow. Review the specific gap and maintenance burden before proposing a replacement.
Can we start with one member type?
Yes. One representative workflow can establish the access, renewal and reporting approach. Identify any shared dependencies before separating phases.
What happens after launch?
Agree who maintains profiles, approves exceptions and supports account problems. Ongoing technical support needs a defined scope.