Creating a simple subscription

Creating a simple monthly subscription, that renews and takes money automatically

This simple subscription gives a member a monthly renewing subscription, that collects money automatically and provides them access to member resources.

Create the subscription (Admin Settings > Subscription Admin) give it a name (and code) "Membership" and give it a description "Join us, become a member and enjoy the benefits instantly".
Mark it as active.
Set yourself as the Administrator (Admins are notified of new members joining).
Set a GL code (Member Fees)
Save it.
Go back into it and add Role Security of Member

Create a subscription term under this subscription, by selecting the subscription and clicking on "Terms"

Create a new term.
Give it a start date of today and a name with anything you like, lets use 2022, so if we ever create a future term it might be 2030 or something like that.
Lets add a welcome email and use a dynamic field that will be replaced by the users actual firstname.

Now we want to add a Term Pricing record. Click on the new term you created and click Term Pricing.

Next create a new Term Price

Make the name "Full Membership"
the term months=1 (which is 1 month)
Clear the Fixed Start Date, that way this monthly membership will start on the day the users subscribes.
Also give it a Reference code of "Full-Membership", this is more important for Fixed Start Date subscriptions and renewals, but its a good habit to do.

There you have it a new subscription setup ready to take money monthly.

Adding Members to a subscription

You can add a subscription to a member, by going into the member record, going to memberships and adding a new subscription.

You can also bulk add memberships to many members at once from the main member search screen.

And for self service, use a Subscription component on a webpage which will show all of your membership options OR you can get the link from the subscription term price record