Step 6: Review & Launch

Step 6 of 6 -- Review & Launch

The final step of the membership creation wizard presents a complete summary of everything you have configured. This is your chance to review all the details before making the membership live.

The Review Screen

The review screen is organized into collapsible sections, each corresponding to a step in the wizard. Every section has an Edit link that takes you directly back to that step if you need to make changes.

📸

Screenshot: Review & Launch screen

The full review screen showing sections for Basic Information, Term Configuration, Pricing, Registration, Media, and Benefits & Terms, each with an "Edit" link in the header and a summary of the configured values.

What Each Section Shows

Basic Information

Field	What It Shows
Name	The membership name you entered
Description	The full description text
Member ID Prefix	The prefix combined with the starting serial number (e.g., GLD00001)

Term Configuration

Field	What It Shows
Term Name	The name of the selected term
Enrollment Type	Fixed Period, From Enrollment, or Lifetime
Duration	How the term renews (e.g., "Renews Monthly", "Fixed Period (One-time)", "Lifetime")
Payment Type	Recurring or One-time
Grace Period	Number of days (shown only for recurring terms with a grace period)
Auto-Renewal	Whether auto-renewal is enabled (shown only if enabled)

Pricing

Field	What It Shows
Price	The fee amount with currency symbol (e.g., "$50.00") or "Free"
Access	"Invite Only" (shown only if the membership is restricted)

Registration

Field	What It Shows
Participants per Membership	"Individual (1 person)" or "Group (X people)"
Registration Form	The form name or "None selected"
Registration Form Before Payment	"Yes" or "No" (shown only if a form is attached)
Participant Form	The form name or "None selected"
Participant Form Before Payment	"Yes" or "No" (shown only if a form is attached)

Media

Field	What It Shows
Media	Number of photos and videos uploaded (e.g., "2 photos, 1 video uploaded")

This section only appears if you uploaded at least one media item in Step 5.

Benefits & Terms

Field	What It Shows
Benefits	A preview of the benefits text (truncated to 200 characters if longer)
Terms & Conditions	A preview of the terms text (truncated to 200 characters if longer)

Making Edits

If you spot something that needs to be changed, click the Edit link in the section header. You will be taken back to the corresponding step where you can make your changes. After editing, use the step progress bar at the top to navigate back to the Review step, or click through each step with the Next button.

tip

You do not need to re-complete all intermediate steps when jumping back. Click directly on Step 6 in the progress bar to return to the review screen after making your edit.

Launching the Membership

When you are satisfied with all the details, click the Launch Membership button at the bottom of the screen.

📸

Screenshot: Launch Membership button

The bottom of the Review screen showing a "Previous" button on the left and a purple "Launch Membership" button on the right.

What Happens When You Launch

When you click Launch Membership, the following occurs:

1. All required steps are validated -- If any required field is missing or invalid, you are taken back to that step with an error message.
2. Media is uploaded -- If you added photos or videos, they are uploaded to cloud storage.
3. The membership is created -- The membership plan is saved to your organization's account with an Active status.
4. You are redirected to the Membership Dashboard, where you can see your new membership in the Active tab.

info

Memberships are launched with an Active status, meaning they are immediately available for members to enroll. If you want to create a membership but not make it available yet, you can change its status to Inactive from the membership detail page after creating it.

Editing After Launch

Yes, you can edit a membership after it has been launched. From the Membership Dashboard:

1. Click on the membership you want to edit.
2. Click the Edit button on the membership detail page.
3. The same wizard opens with all your existing data pre-filled.
4. Make your changes and click Update Membership.

caution

Be cautious when editing memberships that already have enrolled members. Changing the price, term, or benefits will affect the membership plan going forward, but existing enrollments retain the terms they signed up under (their enrollment includes a snapshot of the membership details at the time of purchase).

Before You Launch: Checklist

Use this checklist to make sure everything is ready:

• Membership name is clear and descriptive
• Description accurately explains what the membership includes
• Member ID prefix is correct (it will be used for all future member IDs)
• Term matches your intended billing and validity period
• Price is set correctly (double-check free vs. paid)
• Processing fee setting is correct (are you absorbing fees or passing them to members?)
• Registration forms are attached if needed (with correct "before payment" settings)
• Benefits clearly communicate the value of the membership
• Terms & conditions cover your cancellation, refund, and conduct policies
• Payment profile is set up (for paid memberships -- check Dashboard > Settings > Payments)

What's Next?

After launching your membership, you can:

• View the membership on your Membership Dashboard to see it in the Active tab
• Share the membership with potential members by sharing your organization's profile link
• Manually add members who sign up offline -- see Managing Members
• Track enrollments as members start signing up
• Edit or update the membership at any time from the detail page