> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Set up memberships

A membership form collects recurring dues in named tiers, billed monthly or yearly. Members get a membership card they can add to Apple or Google Wallet.

### Create the membership form

Click **Forms**, then **New form**, and choose **Membership**. See Create a form.

### Add tiers

1. Open the membership form and click the **Tiers** tab.
2. Click **New tier**.
3. Enter a **Name** and a **Price ($)**.
4. Under **Billing**, choose **Monthly** or **Yearly**.
5. Optional: enter a **Yearly price**. This lets members choose to pay yearly instead.
6. List the **Benefits**, one per line.
7. Click **Create**.

The **Membership tiers** table shows each tier's **Name**, **Status** (for example Open), **Sold** (number of members), and **Price** per year or month.

![Membership Tiers tab with New tier](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/membership-tiers_rhhi28.jpg)

### Design the membership card

1. Click the **Wallet pass** tab.
2. Fill in the pass fields and pick a background.
3. Check the Apple and Google previews.
4. Click **Save pass design**.

The Wallet pass works the same way as for events. See Set up an event.

### Track members

- **Transactions → Memberships** shows **Active members**, **Active dues**, and **Paused**, then lists every member with their **Member**, **Tier**, **Amount**, **Since**, and **Status**. Search by member, email, or tier, or filter by status.
- **Reporting → Memberships** gives you a report to filter, export, or schedule.

![Transactions Memberships with the members table](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/transactions-memberships_1ewtk3a.jpg)

### Tour this page

Open a membership form and click the **?** button (**Help and tours**) → **Show this page's tour** for a five-step walk through the page.

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).