Key Steps

1. Open the Membership Setup Area 0:12

• Locate the Membership Setup tile in your system.
• Open the membership category you want to update.
• Remember: the field must be added individually to each membership category where it should appear.

2. Edit the Membership Category 0:27

• Select Edit on the membership category.
• Scroll to the bottom of the membership page.
• Find the second section used to capture additional requirements for memberships.

3. Add the Custom Field 0:47

• Add the custom field you previously created.
• Confirm the field appears in the membership requirements section.
• If the field was created as required, it will remain required unless you change it here.

4. Adjust Field Requirements and Visibility Rules 0:56

• Decide whether the field should remain mandatory or be changed to non-mandatory.
• If needed, set visibility rules for specific members, found in the setting cog.
• Example: make the field visible only to members 18 years or older if the question should only apply to adults.

5. Save the Membership Setup 1:35

• Review the membership configuration to ensure the field is added correctly.
• Click Save for the full membership setup.
• After saving, the field will appear during the membership purchase journey for that category.

Cautionary Notes

• Add the field to each membership category separately; it does not apply automatically to all categories.
• If the field is marked required, members will not be able to complete purchase without answering it.
• Visibility rules can limit who sees the field, so confirm any age-based or conditional settings before saving.
• Always save the full membership record after making changes, or the field will not appear in the purchase journey.