Membership Settings

Configure default settings for membership billing and notifications

Membership Settings

Configure global settings that apply to all memberships.

Accessing Settings

  1. Go to Memberships in main menu
  2. Click Settings tab
  3. Configure options below

Cancellation Settings

Default Cancellation Notice

  • How many days before renewal customers must cancel
  • Example: 14 days = can't cancel within 2 weeks of renewal
  • Individual plans can override this default

Payment Retry Settings

Retry Schedule

Configure when to retry failed payments:

  • Retry Day 1 - e.g., 1 day after failure
  • Retry Day 2 - e.g., 3 days after failure
  • Retry Day 3 - e.g., 7 days after failure

Max Retries

  • Number of retry attempts before giving up
  • Default: 3 retries

Cancel on Final Failure

  • Toggle ON: Cancel membership after max retries
  • Toggle OFF: Keep active, require manual resolution

Renewal Reminder Settings

Send Renewal Reminder

  • Toggle ON: Send reminder before billing
  • Toggle OFF: No reminder sent

Reminder Days

  • How many days before renewal to send
  • Default: 7 days
  • Gives customers time to update payment or cancel

Saving Settings

  1. Adjust settings as needed
  2. Click Save Changes
  3. Settings apply to all memberships

Notes

  • Changes apply to future renewals, not past ones
  • Individual plan settings override global defaults
  • Test notifications after changing settings
#settings#configuration#defaults
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