Membership levels and access
Define the benefits and resources available to each member type. Review what happens when status changes or temporary access expires.
Services
Connect membership rules to the tools people use.
Start with the member type and the task that needs improvement.
Joining, renewal and account management
Connect applications, approval, account updates and supported payment workflows. Give staff a way to review an exception without relying on a shared password.
Dashboards and directories
Build useful member account views and profile tools. Define which information is public, member-only or private before publishing directory features.
Resources, events and communication
Organize gated content and connect supported event or notification workflows. Keep access decisions aligned with membership rules.
Administration and migration
Review existing plugins, member records and reporting before a move. Test representative account types and give staff instructions for maintaining the platform.
Discuss one membership workflow. For detailed billing lifecycle work, see recurring billing services.