How do I edit a membership?

Memberships can be edited in OrgHQ by Administrators and Managers. 

Approved and Hidden (Active) memberships can both be edited. When a membership is 'pending' you cannot make changes. A GiveNow staff member must review and initially approve the membership before edits can be made.

Edit a Membership

1. Login to OrgHQ.
2. Go to Manage Memberships, located under Memberships in the OrgHQ menu.
3. Select Edit for the membership to you want to update.
4. Work your way through the General, Types, Purchase Form, and Settings pages as needed.
   • General: Includes the description, image and category that will be used for the Membership page on www.givenow.com.au
   • Types: Includes options to create different membership types that allow for different pricing, information to be displayed and reports generated. You may have a single membership type or multiple types, for example categories for different lengths membership ages, or State where the member is located.
   • When editing, users can make changes that include:

• • • Add new membership types, such as the introduction of a child membership. You can also "remove" a membership type (note, this will automatically stop all future renewals of members who have selected this membership type).
    • Update the prices that will applied for all new memberships or membership renewals

1. •  
   • Purchase Form: Includes the information you would like to collect during the membership purchase process.  Options available to edit include:
     • Member contact details, for example opting to remove the collection of member addresses.
     • Custom Questions (under Form fields), for example adding a new question (including questions for only specific membership types) to registration.
     • The colours used in the form can be edited here by Organisations on the Pro plan.
   • Settings: Includes the option to receive a daily membership report, to edit the Receipt note that is sent when membership is purchased, and the Embed code to include Purchase Membership on your own website.
     
2. To keep your changes and continue to edit the Membership, select Save. When you have edited all the fields you wish to change, select Save & Close.