Configure the memberships your organization offers, including billing options, eligibility rules, branch availability, facility access, and online enrollment settings.

Membership Types define the membership options available within your organization and control how those memberships behave throughout Daxko Core.

A Membership Type can determine:

Examples might include Adult Individual, Family, Youth, or Non-Member.

💡 Best Practice: Keep your Membership Types as simple and consolidated as possible. A smaller, well-structured list makes the sign-up process easier for both members and front desk staff and reduces ongoing administrative maintenance.

Before creating a new Membership Type, consider whether you actually need one.

Daxko Core can support multiple pricing rates through Membership Discounts, which means separate Membership Types typically aren't necessary for corporate rates, military rates, promotions, or other special pricing.

For example:

This allows you to maintain a standard Membership Type while applying the appropriate pricing based on the member's eligibility.

Some membership programs may warrant a separate Membership Type even when they involve special pricing. SilverSneakers and other insurance-based memberships are common examples because their configuration or operational requirements may differ from a standard membership.

If you're unsure whether a scenario should use a separate Membership Type or a Membership Discount, contact Daxko Core Support for help evaluating the options.

Users with the appropriate permissions can manage Membership Types from:

Members → Membership Types

Select + Add Membership Type to create a new Membership Type.

Select the Membership Type name from the list to open and edit its existing configuration.

⚠️ Important: Membership Type settings can affect enrollment, billing, branch access, and reporting. Review the sections below before activating a new Membership Type or making significant changes to an existing one.

General Settings define how the Membership Type is identified and presented to staff and members.

Enter the name that will identify the Membership Type throughout Daxko Core.

Examples include:

Use names that are clear and easy for both staff and members to understand.

The Category assigned to a Membership Type is used when determining program pricing rates. Many organizations use at least:

Organizations with multiple membership levels may use additional categories. For example, an association offering different Branch and Metro rates might use:

💡 Best Practice

Think of the Category as a pricing classification rather than another version of the Membership Type. Consistent categories make program pricing easier to configure and maintain.

Select the waivers that must be completed when someone registers for this Membership Type online.

The Description is displayed when members or users are selecting a Membership Type.

A description can be left blank when the Membership Type name clearly communicates its purpose. Use this field when additional information would help someone understand eligibility, benefits, or other important details before selecting the membership.

Membership Options control how the Membership Type behaves throughout Daxko Core.

Determines whether the Membership Type is available for new memberships.

When a Membership Type is Inactive, it will no longer appear as an option when creating a new Unit or changing the Membership Type on an existing Unit.

📝 Note: Deactivating a Membership Type does not deactivate Units that are already associated with it.

Determines whether members using this Membership Type may access a branch other than their Home Branch. This setting works together with the Access configuration described later in this article.

Determines whether the membership automatically renews at the end of its billing cycle.

Most ongoing memberships should auto-renew. Disable this option when the membership should automatically terminate after the selected membership period.

Determines whether the Membership Type qualifies for reciprocity.

Determines whether members can select the Membership Type during online enrollment.

If set to No, staff may still be able to use the Membership Type internally, but it will not appear as an option for members online.

Determines whether Units using the Membership Type are included in active membership counts.

Membership Types such as Non-Member are commonly configured so they do not count toward active memberships.

Billing settings determine the Membership Type's joiner's fee and available billing cycles.

The selected Billing Type determines which payment frequencies are available during enrollment.

Selecting Monthly provides the greatest flexibility because members can be allowed to pay in other intervals, including quarterly, semi-annually, or annually.

Selecting another Billing Type restricts the membership to that payment cycle.

If you want to offer more than one billing option—but not every available cycle—set the Membership Type's Billing Type to Monthly, then exclude the billing cycles you don't want to offer.

Configure the Membership Type as Monthly, then exclude the Quarterly and Semi-Annual options.

The member can then choose between:

[Screenshot: Membership Type configured to allow Monthly and Annual billing only]

Changes made to billing settings for Membership Types, Discounts, and Add-ons apply only to registrations completed after the change is saved. Existing registrations are not automatically updated to use the new billing configuration.

Availability determines which branches can offer the Membership Type as a member's Home Branch.

Daxko Core allows the same Membership Type to be shared across multiple branches when the configuration is the same.

For example, if five branches offer the same Adult Individual membership with the same rules and billing configuration, you generally don't need five separate Adult Individual Membership Types.

Instead, one Membership Type can be made available at all five branches.

💡 Best Practice: Avoid creating separate Membership Types for each branch unless the membership configuration actually differs. Consolidating Membership Types simplifies enrollment, reporting, and ongoing maintenance.
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[Screenshot: Membership Type Availability branch selection]

While Availability controls where a membership can be sold, Access controls which branches the member can use after enrollment. These two settings serve different purposes:

Availability = Where can someone join?

Access = Where can the member go?

The Can Visit Other Branches option also determines whether the Membership Type permits access outside the member's Home Branch.

A Metro Family Membership may be available for enrollment at Branch A, Branch B, and Branch C while providing members access to every branch in the association.

A Branch-Level Membership, by comparison, might be available only at specific branches and limit members to their Home Branch.

📝 Selecting Multiple Branches

When selecting branches in the Availability or Access selection fields, hold CTRL on your keyboard while selecting each branch you want to include.

Membership Rules define who can be included on a Membership Type.

Rules can be used to establish limitations such as:

Daxko Core uses an explicit rules approach. That means:

If a limitation isn't defined by a rule, Daxko Core assumes it is allowed.

For example, if a Membership Type should allow only adults age 18 and older, you must create a rule defining that age limitation.

Similarly, if a particular age range or member type should not be allowed on the membership, a rule must explicitly define that limitation.

⚠️ Important: Create a rule for every age range or membership condition that has a limitation. "No members allowed" is also considered a limitation and must be defined by a rule.

An Adult Individual Membership Type might be configured to:

[Screenshot: Adult Individual Membership Rules]

A Family Membership Type might allow:

[Screenshot: Family Membership Rules]

💡 Tip: When creating Membership Rules, think about both who should be allowed and who should not be allowed. Any limitation needs to be represented in the rules.

The Require Inactive Adult setting can be helpful for Membership Types such as Non-Member, where a child may participate in programs but an adult should remain the primary person responsible for the account.

A common example is a parent registering a child for a program as a non-member participant.

Enabling Require Inactive Adult allows the parent or guardian to be maintained as the primary adult on the account without requiring that adult to be an active participant.

💡 Recommended Use

Consider enabling Require Inactive Adult on Non-Member Membership Types when children may participate independently but a parent or guardian should remain the primary account holder.

Advanced Settings provide additional controls for specialized billing behavior and Membership Type status.

These settings may have broader impacts on how memberships are billed or maintained and aren't required for every Membership Type.

⚠️ Before Changing Advanced Settings: If you're unsure how an Advanced Setting will affect existing or future memberships, contact Daxko Core Support before making the change.

Before making a new Membership Type available to staff or members, review the complete configuration. Confirm that:

Issue: The Membership Type doesn't appear when creating or editing a Unit.

Resolution: Verify that the Membership Type's Status is Active and that it is available for the appropriate branch.

Issue: The Membership Type doesn't appear online.

Resolution: Confirm that Available Online is set to Yes and that the Membership Type is otherwise configured for the applicable branch.

Issue: A member can be added even though I thought the Membership Type should prevent it.

Resolution: Review the Membership Rules. Remember that Daxko Core uses explicit rules: if a limitation hasn't been defined, the condition is considered allowed.

Issue: A member can't access another branch.

Resolution: Review both Branch Access and Can Visit Other Branches.

Availability determines where the Membership Type can be offered; it does not automatically give the member access to those branches.

Issue: I changed the billing settings, but an existing membership didn't change.

Resolution: Billing configuration changes apply to new registrations completed after the change is saved. Existing registrations are not automatically updated.

​Issue: Should I create another Membership Type for a special rate?

Usually, no.

Resolution: If the membership itself functions the same way and only the price differs, consider using a Membership Discount instead. Separate Membership Types may be appropriate when the membership has meaningfully different rules, billing behavior, access, or operational requirements.