Memberships

Your memberships list shows every member paired with a tier, what status they’re in, and when their membership runs out. From here you approve pending requests, renew memberships, and download records for your records.

Each membership belongs to one tier. A member can’t have two memberships on the same tier at the same time.

Add a membership

You can create a membership for any existing member.

1. Go to Memberships and click New Membership.
2. Select the member from the dropdown.
3. Select a tier.
4. Set the start date. The end date fills in automatically based on the tier’s billing cycle. Leave it blank for lifetime tiers.
5. Check Auto-renew if you want the membership to renew at the end of each period. Auto-renew only works for members who pay online through Stripe. See subscriptions for details.
6. Set the status. Admins and managers can set the status directly (Pending, Active, Suspended, Cancelled, or Expired).
7. Add any notes you want to keep on file.
8. Click Create Membership.

The membership appears in the list immediately.

Note: You can’t assign two memberships on the same tier to the same member. If you need to move someone to a different tier, cancel their current membership and create a new one on the right tier.

Approve a membership

When a tier has Approval Required turned on, new memberships start in Pending status until you approve them.

1. Go to Memberships and filter by Pending to see the queue.
2. Click the membership to open it.
3. Click Approve in the Actions panel on the right.

The membership moves to Active status immediately. The member gets an email letting them know they’re approved.

If you want to reject a request instead, cancel the membership (see below). There’s no separate rejection flow.

Tip: You can also activate a pending membership directly by clicking Activate if you want to skip the approval step.

Renew a membership

For memberships with auto-renew on: Somiti handles this automatically. Nothing for you to do.

For memberships without auto-renew: You’ll need to extend the membership by editing it manually.

1. Open the membership from the list.
2. Click Edit in the top right.
3. Update the End Date to the new expiry date.
4. Click Update Membership.

The membership stays Active with the new end date. To record the payment, go to Payments and log it there.

Suspend a membership

Suspending pauses access without cancelling the membership. Use it for payment disputes or a temporary hold at the member’s request.

1. Open the membership.
2. Click Suspend in the Actions panel.

The member loses access right away. The membership record stays in place. To restore access, open the membership and click Activate.

Note: Somiti sends the member a notification when their membership is suspended.

Cancel a membership

Cancelling ends a membership permanently. For online memberships (paid through Stripe), cancelling also cancels the underlying Stripe subscription.

1. Open the membership.
2. Click Cancel Membership in the Actions panel.
3. Confirm when prompted.

The membership moves to Cancelled status. Auto-renew turns off automatically.

Cancellation doesn’t issue a refund. To refund a payment, go to Payments, find the charge, and issue the refund from there.

Warning: Cancellation can’t be undone. If you want to pause access temporarily, use Suspend instead.

Handle expired memberships

Memberships expire automatically when the end date passes. Somiti sends the member a reminder at 30 days out and again at 7 days out so they have time to renew.

When a membership expires, the member loses access. Their record stays in Somiti.

To restore an expired membership:

1. Open the membership.
2. Click Edit.
3. Set a new End Date and change the Status back to Active.
4. Click Update Membership.

You can also create a new membership for the member on the same tier if you’d rather start fresh.

Export membership data

You can download all membership records as a CSV file for reporting, audits, or your own records.

1. Go to Memberships.
2. Use the search and filter fields to narrow the list if you want a subset (by status, tier, or member name).
3. Click Export above the table.

Somiti downloads a CSV file named memberships-{today's date}.csv. It includes every membership visible in the current filtered view.

Membership statuses

Related docs

• Tiers: Set up and manage the membership levels available in your community.
• Members: Add members, change roles, and manage member profiles.
• Subscriptions: See the Stripe subscription behind an online membership.
• Payments: Record offline payments, issue refunds, and view payment history.