How do I let members change their Member Type?

RegOnline Support — Fri, 13 Jun 2008 17:45:25 GMT

Topic:

I am using Member Types in my membership and would like to allow members to change their Member Type themselves, online. How do I set this up?

Solution:

Member Types can be changed by members on the update or renewal pages when an existing member logs into your registration form. However you must enable this option for your membership. More on Member Types (a.k.a. Registrant Types)...

To enable this functionality:

Edit your Membership.

Click on the Start page and scroll down to the Membership Rules section.

Select the checkbox to Allow members to update their own membership.

Then select the checkbox to Allow members to change their member type.

Save your changes.

Additional Information:

What happens when the Member Type is changed?

When a Member Type is changed by an existing member when they are updating or renewing their membership all “uncommon” custom fields and Membership Fees are removed from the member’s record.

"Uncommon fields" are custom fields and membership fee items that are not shared or visible by both of the Member Types.
If a there are custom fields or fees that are the same or "Common" between the two Member Types, then they will not be cleared or deleted from the record when the Member Type is changed.
Members will have the opportunity to answer/select any custom fields / fees and options that are visible to the new Member Type before they finish updating their membership record.

Related Links:

Keywords: renewal, updating, updates, modify, modifying, change membership type, pricing

Memberships

How do I let members change their Member Type?