At any given moment, each of your customer records will have their own membership status. You'll see this status in various places in the admin, which will allow for easier visibility and reporting.
Each record will fall in to one of the memberships statuses listed in the filter below:
Which of your records and when they will have each status is highly dependent on your member types' member benefits and dependency settings. If any of your settings need to be updated you can do so in Members > Member Types.
Other factors, like dues invoice payment status, or simply having a parent or other family tree member with no related member type settings to drive status do not automatically affect membership status.
What Are The Different Membership Statuses?
A dues paying member whose expiration date is at some point in the future. They have current member benefits.
A previous dues paying member whose expiration date is at some point in the past. They have lapsed in membership if they are expired and have no member benefits. (If a member lapses in their second year of membership or later, doing a Non-Renew and Credit will result in them being expired.)
A previous dues paying member whose expiration date has passed, but is within the grace period of their member type. They will still have member benefits until the grace period has passed.
NOTE: Grace periods only apply if the member type is not auto-renewing. Auto-renewals automatically move the expiration dates to the following year.
A potential new member you can add to the system for your internal tracking purposes. They must be placed within a member type, but they do not have member benefits nor do they count as a current member.
NOTE: If your member type is a company member type, you cannot add a person as a prospect (and vice versa). You would need to add the company as the prospect and could then add any staff of the company as non-members underneath the company accordingly (and vice versa). (If a member lapses in their first year of membership or later, doing a Non-Renew and Credit will result in them becoming a prospect.)
A non-dues paying member that does not have its own member type and receives member benefits from a dues paying member in their family tree (does not have to be a parent member), which is based on your member type settings.
Though their status in the database is Inheriting, view record details will denote when inheriting members by the phrase "membership via":
For example, If your members are companies and staff receive benefits, staff of Current member companies are Inheriting.
NOTE: Being an inheriting record is separate from being dependent on a member. For example... If you are a staff member who gets member benefits from my company, you're inheriting. If you're an individual member who is dependent on having a member company in your family tree, you're dependent on that member, but not inheriting benefits from them.
A record in a Pending status comes about from two scenarios:
Scenario 1: Awaiting membership approval by an admin (in Recent Signups)
Scenario 2: Record has its own membership, but is pending from the non-current status of a dependent member from another member type.
For example, Member Type 1 is dependent on Member Type 2. If a dues-paying member in Member Type 1 has a current membership of their own, but they do not have a current member in Member Type 2 in their family tree, they will be Pending instead of Current. They will NOT have member benefits at that point.
NOTE: If a record missing a qualified dependent member does not have their own current membership, they will not be Pending until they first have their own current status. They will be labeled as their own appropriate membership status. In the screenshot below, the member is expired AND missing a qualified dependent member. They will not show as Pending until they are no longer expired.
A non-member is a non-dues paying record that does not have a member type of its own and is not inheriting membership from another record.
If a staff member's company becomes expired, the staff is now a non-member.
If someone's company is sitting as Pending in recent signups, the person is a non-member.
If an individual member gives member benefits to its company and the individual member expires, the company is now a non-member.
NOTE: Active non-member records will not have an original join date, member since date, or member expiration date. Deactivated (Inactive) records may have these dates - if you re-activate the record, their original member status will come back.
Where You'll See & Use These Statuses
These member statuses are very useful when searching for information on a certain segment of your database. They will come in to play in the following areas:
Member List Stage
Your member list stage will list the number of: current members in each member type (large number), expired members, prospects and grace period members.
Member List Filter
Easily filter your member list to find exactly whom you're looking for.
Member List View
You can add or remove member status as a column on the member list, allowing you to easily see and export this information.
As you saw in the member status examples above, you'll also see these statuses on the member record details.
Event Attendee List
Just like you can have the member status on your member list, you can also add or remove member status as a column on the event attendee list, allowing you to easily see and export this information.
Event Admin Registration
You will see these statuses when registering event attendees from the backend. This is to help you easily determine which ticket applies to which members. This will apply when you're choosing a purchases and all attendees.
NOTE: Frontend registrants do not see this information
Report Conditions and Columns
Simply use the Membership Status condition to select who should be a part of your report. It can also be selected as a column, so that you can see the values in your report results.
Use membership status as a condition in your groups a well.
NOTE: Pending and Inheriting are not options in groups. Pulling Inheriting members can be accomplished through Group Beneficiaries settings or the "Has Membership Benefits" condition.