Editing Membership Details

You can edit any existing membership to update its information, adjust pricing, change media, or modify forms. The edit flow uses the same step-by-step wizard as membership creation, with your existing data pre-populated in each field.

How to Edit a Membership

1. Go to Dashboard > Memberships
2. Select the membership you want to edit by clicking its card
3. On the membership detail page, click the Edit button in the top-right corner
4. The membership creation wizard opens with all existing data filled in
5. Navigate through the steps to make your changes
6. Save your changes when you are done

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Screenshot: Membership detail page with Edit button

The membership detail page showing the Edit button highlighted in the top-right action area, alongside the Close button

info

The Edit button is only visible if you have the "update" permission for memberships. If you are using delegate admin roles and do not see the Edit button, contact your organization administrator to request access.

The Edit Wizard

The edit wizard follows the same six steps as the creation wizard:

Step	What You Can Edit
1. Basic Information	Membership name, description, prefix (acronym), starting serial number, benefits, and terms and conditions
2. Term Configuration	Select or change the membership term (enrollment type, payment type, dates)
3. Pricing	Base fee, currency, fee passthrough to members, and invite-only setting
4. Registration	Number of people per membership, registration form, and participant form
5. Media	Cover images and videos -- add, remove, or reorder
6. Review & Save	Review all changes and save the updated membership

You can jump to any step directly using the step indicator at the top of the wizard. You do not need to go through every step sequentially -- just navigate to the section you want to change.

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Screenshot: Edit wizard with pre-populated data

The membership edit wizard showing Step 1 (Basic Information) with the existing membership name, description, and benefits already filled in

What Can Be Edited

Basic Information

• Membership Name -- Change the display name (e.g., from "Monthly Membership" to "Monthly Unlimited")
• Description -- Update the description text to reflect changes in your offering
• Prefix (Acronym) -- The 3-character prefix used for member IDs (e.g., "GLD"). Changing this affects the format of new member IDs only; existing member IDs are not retroactively updated.
• Starting Serial Number -- The next number to be assigned. You can increase this but should not decrease it below the highest already-assigned number.
• Benefits -- Add or remove items from the benefits list
• Terms & Conditions -- Update your terms and conditions text

Term Configuration

• Select a different term -- Choose a different term from your organization's term library
• Term dates -- For fixed-date memberships, adjust the start date, end date, or last enrollment date

caution

Changing the term on an existing membership does not retroactively affect enrolled members. Each member's enrollment record stores a term snapshot -- a copy of the term settings at the time they enrolled. This ensures their membership validity and renewal dates remain consistent with what they agreed to when they signed up.

Pricing

• Base Fee -- Increase or decrease the membership price
• Currency -- Change between USD, INR, or Free
• Pass Charges to Member -- Toggle whether processing fees are added to the member's total or absorbed by your organization
• Invite Only -- Toggle whether the membership requires an invitation to enroll

caution

Pricing changes apply to new enrollments only. Members who have already enrolled at a previous price are not affected. If you have Allow Grandfathered Pricing enabled, renewing members may continue to pay their original rate even after a price change.

Registration & Participant Forms

• Number of People -- Change how many participants are included per membership (for group/family plans)
• Registration Form -- Add, replace, or remove the enrollment registration form
• Participant Form -- Add, replace, or remove the per-participant form for group memberships
• Form Timing -- Choose whether forms appear before or after payment

Media

• Add images or videos -- Upload new cover media
• Remove media -- Delete existing images or videos
• Reorder media -- Change the display order of your cover images

How Edits Affect Existing Members

This is an important point to understand:

What Changes	Effect on Existing Members
Name or description	Visible to existing members when they view their membership
Benefits or terms text	Visible to existing members on the membership page
Pricing	No effect -- existing members keep their original price
Term dates	No effect -- existing members keep their original term dates (stored as a snapshot)
Forms	No effect -- existing member data was collected at enrollment time
Media	Visible everywhere the membership is displayed
Number of people	No effect on existing enrollments -- only applies to new enrollments
Invite-only toggle	Affects new enrollment availability but does not change existing members' status

tip

Think of edits to pricing, terms, and forms as changes to the "storefront" -- they affect what new members see and agree to when enrolling, but they do not alter the agreements already in place with existing members.

Saving Changes

After making your edits:

1. Navigate to the Review & Save step (Step 6)
2. Review your changes
3. Click Save to update the membership

Your changes take effect immediately. The membership detail page and membership cards on the dashboard will reflect the updated information right away.

What's Next?

Learn about Duplicating Memberships to see how you can use an existing membership as a template for creating a new plan.