Preparing for your Membership Strategy Session

This is where categories, pricing, renewals, and access rules are defined so that they can be configured correctly in Member365.

Onboarding Guide

Key Takeaway

The clarity you establish here determines how smoothly your membership, renewals, and pricing will operate after launch.

What the Membership Strategy Session Covers

During this session, we will define how your membership works in practice. This includes:

Membership categories and types

Pricing and billing cycles

Renewal timing and rules

Access and eligibility

Any special cases or exceptions

Before your session, review the membership worksheet with your team.

• Outline your membership categories

• Define pricing and billing frequency

• Identify renewal rules

• Note any special cases or exceptions

You do not need everything finalized. A clear starting point is enough to move forward.

• Unclear structure leads to inconsistent renewals

• Pricing gaps create manual work

• Exceptions slow down configuration

• Teams lose confidence in how the system behaves

When your structure is clear, configuration becomes faster and more predictable.

Clear membership categories and pricing

Defined renewal rules

Alignment across your team

A structure ready for configuration

This session is where ideas become decisions.

A clear structure now makes everything else easier to configure, test, and launch.