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Support Articles/Association Management

Membership Module Setup

May 6

The power of Currinda lies in its ability to link all your association's key elements into a relational structure that gives you total oversight and control as an administrator. This walks through the process to set up memberships on Currinda.

Add New Membership

Click "+ Add New Membership" at the top right, or "Add Membership" from the Memberships dropdown menu. Membership setup is a six-step process:

  1. General Details
  2. Financial & Legal
  3. Membership Details
  4. Graphics/Theme
  5. Email
  6. Others

General Details

Sets out your organisation's general setup information — short and long name, admin and contact details, preapproval preference, and search options.

Financial & Legal

Add bank account details, payment options and discounts, with a preview feature showing the final output (e.g. an invoice preview). Upload legal documents and apply discounts directly within this tab. You can also let members donate when joining or renewing — name your Donations, add a description shown during join/renewal, and optionally create predefined donation amounts alongside a custom-amount option.

Membership Details

Add Chapters, Membership Categories and Membership Types via switch buttons. Membership categories separate memberships across types — useful for separating entitlements — and on the join page, types are grouped by category for convenience. Membership Types support three selectability options: Always available, Renewing (for renewing members), and New (for new members).

Graphics/Theme, Email, Others

Graphics/Theme lets you upload images shown across the membership wizard, with recommended dimensions via tool tips. Email lets you add a signoff and choose whether to use the primary admin contact for all email correspondence. Others enables Mailchimp integration via an API key and Audience ID.