Enrollsy offers two ways to handle memberships depending on your business model: the native Membership Feature and a custom Membership Program workaround. A membership is a fee you pay to belong to a particular group. Often they come with benefits and/or discounts.
Before You Begin
The built-in Membership feature must be unlocked by Enrollsy. If you do not see these options in your portal, please contact us via chat to activate them. Also, be sure you have permission as an Admin User to manage memberships.
Key System Behaviors to Note:
Enrollment Required: To register via the built-in feature, an enrollee must enroll in a Program. Many clients create a "Membership" Program and Class in conjunction with the Membership feature to get around this.
Invoicing: Membership dues do not appear on standard future Invoices, as the Membership feature operates separately from standard Payment Plans.
Notifications: The system automatically sends a renewal reminder email to members 7 days before their renewal date.
Create a Membership (Built-In Feature)
Use this method if you want to offer automated, recurring perks or discounts attached to a standard program enrollment.
Step 1: Design the Membership
Navigate to the Membership tab on the left-side menu.
Click the Add New button.
Enter your Membership Name and select a display color.
Step 2: Set Up Renewals
Enter the Membership Price.
Select your Renewal Frequency (Annually, Weekly/every 2–6 weeks, or Monthly/every 2–6 months).
Note: Memberships automatically renew on the same calendar date they were purchased.
Assign a Charge Item (e.g., "Membership Fee"). If you need to create a new one, configure it in your financial settings first.
Step 3: Configure Membership Benefits (Discounts)
Configure how this membership applies automatic discounts on your enrollments:
Discount Name: Click the down arrow to select an existing Discount Item descriptor.
Global Discount: Enter a fixed percentage under Discount every Charge Item to apply it across all charges (e.g., Tuition and Registration).
Specific Discount: Check Discount specific Charge Items to restrict the percentage discount to specific line items. (Note: Discounts must be percentages, not flat dollar amounts).
Step 4: Add Descriptions & Publish
Scroll to the description section to detail your membership perks. Click the three dots (
...) to access rich text formatting tools (bold, color, bullet lists, or tables).
Click Save.
Publish It: Hover over the membership row on the right side and click the Eye Icon.
Open Eye: Published / Visible on Enroll Form.
Slashed Eye: Draft / Hidden.
Step 5: Adjust Enroll Form Behavior (Optional)
By default, memberships appear as optional selections on your standard Enroll Form.
To Make Memberships Mandatory: Click the Cog Wheel icon at the top of the membership page and toggle Require Membership to ON. This removes the "None" option, forcing enrollees to select a tier to complete registration.
Cog wheel toggle settings
Toggle to require a Membership on the Enroll Form
What the Customer Sees on the Enroll Form
When an Enrollee views the Enroll Form, the membership tiers will display as selectable cards. If the Enrollee chooses a Membership by clicking it, the cost will automatically be added to their initial enrollment total.
If you have enabled Require Membership, the system will force the Enrollee to select a Membership tier before they can finish enrolling. The standard "None" card option will be completely hidden from their view.
Workaround: Create a "Membership" Program
Why use this method? Use a custom Program instead of the built-in feature if you need to offer coupons/discounts on the membership fee itself, or if you want users to buy a membership without enrolling in a regular class.
Step 1: Choose Your Structure Level
Enrollment Period Level: Create a dedicated Enrollment Period named "Memberships".
Program Level: Create a "Membership Type" Program Option under an existing period.
Step 2: Create Classes
Build your membership tiers as individual Classes inside your new Program/Period.
Step 3: Select the Enrollment Model
Use the Simple Enrollment Model if you have a single membership tier (assigns all users to an unassigned list for auto-assignment). The Simple Enrollment Model applies one price to all Class enrollments in the Program. It also assumes that Classes are not selected during enrollment, but an Admin or Instructor makes assignments post-enrollment.
All Enrollees are assigned to the Unassigned list in this enrollment model. However, there is a setting on the My Company page where you can auto-assign enrollments if there is only one Class (My Company > Enroll Form settings). Be sure to add the days if you are using this enrollment model.
Use the Classes Enrollment Model if you have multiple tiers and want enrollees to actively choose their tier on the form. If you have pricing, be sure to select the "Enrollees can pick their Class" option (otherwise, the pricing will not show on the Enroll Form).
Step 4: Set Up the Subscription Fee
Under the Pricing section, use the Subscription Pricing Model. This ensures membership fees invoice and bill on a fixed, recurring cycle starting from their exact sign-up date. See How to Create Payment Plans for how to create a Subscription Payment Plan.
Step 5: Configure Advanced Settings
Customize your membership program form by adding specific end dates, custom terms & conditions, required e-signatures, or welcome messages. You can also make the Program private or allow cancellation under the "Advanced" settings.