How to Set Up Automated Recurring Billing (ARB) for Membership Dues

Enabling Automated Recurring Billing is one of the strongest techniques available to create a sustainable improvement to membership renewal rates, and Member365 makes it easy.

Here’s how to do it:

Accessing Membership Categories

1. From the Member365 Administrator Dashboard, hover over ‘Membership’ on the bar at the top of the screen, and select ‘Category Setup’ in the dropdown menu.

2.  Find the membership category you want to add the Automated Recurring Billing, either by typing its name into the search bar or by locating it in the list and click its name.

Setting Up ARB

The first step required to set up ARB for a Membership Category is to ensure that Credit Cards are accepted as a payment method for Membership Fees.

To do so, follow the steps below:

Ensuring Credit Card Fee Payments are Enabled

3. Click the ‘Fees, Payment Methods, Taxes‘ tab in your Membership Category settings

4. Scroll down to ‘Payment Types’ and ensure that ‘Credit Card’ is checked.

Enabling ARB

With credit card payments enabled, it’s time to turn to enable ARB. Here’s how:

5. Scroll down to the 'Automated Recurring Billing' section.

6. In this section, toggle the ‘Do you want to enable Automated Recurring Billing‘ to 'YES' (blue).

When you move this toggle to 'YES' (so it is highlighted in blue, and the 'NO' is grey), this will give you the ability to change some optional settings.

Optional Steps

When can Members opt-in to automated recurring billing (ARB)? — If the "FOR NEW APPLICATIONS" or "FOR RENEWING MEMBERS" button is blue, Members will be able to opt in during application or renewal, respectively. If those buttons are grey, Members will not be provided with the opportunity to opt in to ARB at that time.

Do you want to enforce Automated Recurring Billing? — If 'NO' is selected (blue), Members will have the option to opt-in to ARB, but they do not need to.

If 'YES' is selected for the 'Do you want to enforce Automated Recurring Billing?', Members will be opted in to automated recurring billing by default...

But, you can give Members the ability to opt-out of automated recurring billing by selecting 'YES' in the 'Do you want to allow members to opt-out of enforced ARB?' toggle.

If you do not want Members to be able to opt-out of ARB, select 'NO' in the 'Do you want to allow members to opt-out of enforced ARB?' toggle. Note that this means all members will be forced to agree to automated recurring billing. If they do not agree to ARB, they will not be able to receive membership in this category.

7. DONT FORGET TO CLICK 'Save Membership' to save your work.

Congratulations! You’ve enabled ARB for this Membership Category. Remember to repeat these steps for all categories you would like ARB to be enabled for.