Create a membership

Introduction

Memberships in Orbi allow you to manage your community, collect information, and offer access to events or benefits. You can customize how members join, what information you collect, and how long memberships are valid.

Follow the steps below to create and manage your membership.

Step 1: Set up general information

Start by adding the basic details for your membership. This is what users will see when they explore and join.

Enter membership details

• Name: Give your membership a clear and recognizable name

• Description: Briefly explain what the membership includes and why students should join

Add images

• Logo: Upload an image to represent your membership

• Background image: Add a cover image to make your membership more visually appealing

Add contact details

Provide a point of contact for members:

• Name or organization

• Email address

• Phone number (optional)

Once completed, click Continue to move to the next step.

Step 2: Choose your membership type

By selecting the membership type that best fits your organization.

Important: You cannot change the membership type after publishing.

Available options:

Standard
Includes:

• Collect member information through questions

• Accept payments

• Invite members

• Require other memberships

Needs Approval
Includes:

• All Standard features

• Ability to review and approve applications before members join

Step 3: Add member questions (optional)

You can collect additional information from members during sign up.

By default, you will receive:

• First name

• Last name

• Email address

To add questions:

1. Enable “Do members need to answer questions to sign up?”

2. Click Add question

3. Choose your question type and add your content

Note: Questions will appear in the same order you create them.

All responses can be exported to CSV or Excel later.

Step 4: Set up membership periods

Membership periods define how long a membership is valid and when it can be purchased.

To create a membership period:

1. Click Add membership period

2. Fill in the following:

• Name: Example “1 Year” or “Spring Semester”

• Price: Set a price (enter 0 if free)

• Sales start and end: When the membership can be purchased

Choose validity type:

• Fixed period: Set specific start and end dates

• Dynamic period: Valid for a set duration from purchase (days, months, years, or lifetime)

To edit a period:

Click on an existing period to update its details.

Step 5: Review your membership

Before publishing, review all details on the summary page:

• Membership name and description

• Membership type

• Questions

• Membership periods and pricing

If needed, go back and make adjustments.

Step 5: Publish your membership

When everything looks correct, publish your membership to make it available to users.

Manage your membership

Once your membership is live, you can manage it from your dashboard.

Edit membership

Update details such as name, description, or images using the edit option.

View members

• See a full list of members

• View answers to questions

• Export data to CSV or Excel

• Track active and new members

• Remove or refund members if needed

Manage questions

Go to the Questions tab to add or edit questions for new members.

Manage membership periods

Under the Periods tab, you can:

• Add new periods

• Update pricing

• Adjust validity and sales dates

Track memberships

View when members joined and monitor growth over time.

Invite members

Invite multiple members at once:

1. Click Invite

2. Upload a CSV or Excel file with email addresses

Invited members:

• Do not require approval

• Can join directly, even if approval is enabled

Delete membership

If the membership is no longer needed, you can delete it using the trash icon.