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Adding Membership Programs consists of three main steps:

• Adding your Membership Program (title and description)
• Creating your Membership Program Discounts and Products (optional)
• Adding your Membership Levels – these are the unlimited, fully customizable tiers of your Membership Program. In this step, you will also add your Membership Level Payment Options and Membership Level Benefits. 

Membership Program Setup Checklist #

Before creating your Membership Program in REACH, here are a few things you’ll want to have outlined and ready to go:

• What is the name of your overall Membership Program? (example: Champions Club)
• What Membership Levels (tiers) do you want to offer? (example: Individual, Family, Business)
• What’s the cost for each Membership Level? (example: Individual $50/year, Family $150/year, Business $300/year)
• And, what Membership Payment Level Options do you want to offer? (example: Monthly, Quarterly, Bi-Annually, Yearly or Two-Year)
• What benefits do you want to offer for each Membership Level? (example: Individual will receive a newsletter, a hoodie, stickers, a bag of coffee, 10% Product Discount, 2 seats at Annual Gala; Family will receive the same but 20% Product Discount and 4 seats at Annual Gala; Business will receive the same but 25% Product Discount and an 8 seat table at Annual Gala)

Adding your Membership Program#

• Click on Memberships on the left-hand side of your Admin Console
• Click + New Membership Program
• Add a Title (required)
• Check if you want to Disable during setup (optional)
  • Note: Disabled programs can be accessed and edited from the Disabled Tab under Membership Programs. Disabled programs will NOT be shown on the public page.
• Set a GL Code (optional)
• Provide a Description (recommended)
• Click Save

Creating your Membership Program Discounts and Products(optional)#

Most Membership Programs offer various discount codes or provide products to their members as an incentive for signing up for their program.

If you plan to offer Discount Codes or Products for your Membership Program, you will need to set these up in REACH prior to adding them as Benefits to your Membership Levels.

Here’s how:

To create a Product:

• Go to Products > Add a Product
• Add a Title, Price, Image
• Add or check boxes for your other field options as desired
• Click Save Changes
  • Note: More detailed instructions can be found in our Adding Products and Shipping Methods articles.
• To add Discount Codes:
• Go to Products > Discount Codes > + New Discount Code
• Add the Code (example: ABC123 or Champion25)
• Attach to Product (optional)
• Add the Discount Percentage (example for 25% off, input 25.0)
• Check if you wish to have it be Admin only (only Admins can use the code in the Admin Console)
• Click Save 
  • Note: More detailed instructions can be found in our Discount Codes article.

Adding your Membership Levels#

Now, you are ready to add the Membership Levels to your Membership Program. 

Note: If you have multiple membership programs, you will need to add Membership Levels for each Membership Program 

Here’s how: 

Next to the Membership Program you wish to add your Membership Levels, click Actions > + New Membership Level

• Add the Title(required)
• Check to Disable
  • Disabled Levels will be shown on the Disabled tab. To re-enable, click Actions > Edit and uncheck the Disable box and Save Changes. 
• Check to Allow multiple supporters in membership
  • This will allow you to add more than one name on a membership. Examples: for a family membership include more than one family member (spouse, child, etc.) or for a business membership, include more than one employee.
• Add a GL Code (optional)

Add Membership Level Payment Options (This refers to the payment frequency, as in the example below.)

• Click + Add Option
• Add a Title, choose your Recurring period, and set a Price for that frequency; (Disable and a GL Code are optional)
  • Note: The recurring payment options are monthly, quarterly, bi-annually, yearly or two-year. Example: Yearly with a Price of $150 means that members will be charged $150 once a year for their Membership. Two-Year with a Price of $300 means that members will be charged $300 every two years for their Membership.

Add your Membership Level Benefits (These are based on Products or Discounts you have already set up in Products)

• Click + Add Benefit 
  • Add a Title, choose your Taxable value, select your Benefit (Discount Code or Product) and then choose from the dropdown list on the next field, add your Description, check if you wish to Disable

• Add a Membership Level Description
• Click Save