Memberships
To enable memberships within your site, you'll first need to ensure you have the following nodes set-up within the Umbraco Backoffice:
- Member's Area
- Member Login
- Member Registration
- Member Profile
These are easy to create - if you don't have them, start by creating a "Member's Area" directly under the Site Home node and calling it something like "Account". You can then create the remaining nodes listed as children of the Member's Area.
Once the above has been configured, you can create a "Member Membership" node within the Member's Area. This is where you'll configure and add membership options. Start by adding a "Membership Option" - from here you can select the Member Group (if there isn't a group yet for your option, then you can create it by navigating to the Umbraco "Members" tab at the very top of the screen and adding a "Member Group").
Back on the Membership Option, you can add details such as an optional fee, duration and more. There are two very important toggles within the first "Content" tab of the Membership Option:
- "Take to payment page" - toggling this on will direct members to the payment page before they can complete their membership registration
- "Show terms" - this will show the terms, which can be populated within the "Terms" tab. The member must agree to these terms before their membership registration can be completed
There is also an option to add a "Notification Email Address" - this will send an email to the given address whenever a member registers, cancels or applies to register for that membership type.
Over on the "Approval" tab, you may toggle on "Approval Required", which means someone must manually go to the "Admin Area" (which can be accessed by logging into the site (not Umbraco) as an administrator and approve the membership application before it commences.
The "Renewal" tab contains options for sending membership renewal reminder emails when the membership is due to expire.
Once you have configured your membership options and any other data, click "Save and publish" in the bottom right of the screen (we recommend doing this frequently to avoid losing any data).
To allow members to select a membership type on the initial registration form, navigate to the "Member Registration" node (this may have been simply named "Register") and add the options you would like new users to select from by adding them to the "Member Group Options".
When users register for your memberships, you will see the full details within the "Memberships" tab, you can also view all current and expired memberships by navigating to the "Admin Area".