You’re Booked – Let’s Get You Ready
Your Membership Strategy Session is confirmed. We’re looking forward to working with you.
What this session covers
During your Membership Strategy Session, we’ll define how your membership will be structured in Member365, including:
• Membership categories
• Pricing and billing rules
• Renewal settings
• Access and entitlements
Complete the Membership Planning Worksheet before your session
This worksheet helps your team prepare in advance so we can focus the session on confirming structure, answering key questions, and moving your setup forward.
Open the Membership Planning Worksheet
Important
Why this matters
Teams that complete the worksheet ahead of time are usually able to move more quickly into setup and configuration.
Without it, the session often stays more high-level and may require follow-up to confirm details that could have been addressed in advance.
Before we meet
1. Complete the Membership Planning Worksheet
2. Review it internally with your team if needed
3. Bring any questions to the session
