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.

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.

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.

Updated on: 25/09/2026