---
title: Set up a Membership
slug: set-up-a-membership
description: Learn how to create a membership pass with this comprehensive step-by-step guide. Discover the essential sections to fill out, including pass type, pricing, perks, and more. Find suggested articles for additional information on each section. Start creatin
docTags: 
createdAt: 2023-06-23T01:27:20.000Z
---

## Steps to Create a Membership

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From the top navigation bar, click **More** --> **Passes**.
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Click **Create Pass **and select **Membership**.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/YzCqxJW915MjIFyARllQS_screenshot-2026-07-13-at-81717-am.png)
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Fill out each section in accordance with how you'd like the pass to function. For more information about each section, view the "Options & Terms" below.
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Click ** Add Pass** to save.
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::loom{url="https://www.loom.com/embed/7cf32bd79d224b718820fe69eeee307b?sid=79d55852-8c27-4960-befa-019d0960007a"}

## Options & Terms

- **Type**: The kind of pass you are setting up. This will be automatically chosen based on your selection on the previous page.
- **Name**: The name of the pass. Patrons will see this when purchasing the pass.
- **Pricing**: The price patrons will pay to purchase the pass. For memberships, you can choose both the price and the frequency (if you want a recurring membership fee).

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If you choose to set up a **Recurring Membership**, you can then select to add a custom message to the recurring membership reminder emails. This will go out with the reminder emails sent before each renewal.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/YU2WVntOCrJG3GjxJT43m_screenshot-2026-09-16-at-92242-am.png)
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- **Tax Exempt ***(only if you are collecting Sales Tax)*: Select if you wish for the pass to be exempt from any Sales Tax
  - *Suggested Article:* [Collect Sales Tax](docId\:tFz15OoXiEJ48JeMDNYcA) 
- **Expiration**: When the passcode stops working for each patron.
- **Description**: A customized *description* displayed when patrons choose their pass. Great for explaining the pass's benefits to the purchaser.
- **Perks**: Manage perks given to pass holders when they sign in using their pass.
  - *Suggested Article*: [Perks available for Flex Passes and Memberships](docId\:t_hkeG-3NO8V_OTNj9Uhk)
- **Form**: Attach a form to the pass purchase process. *Suggested Article*: [Attach a Form to a Pass](docId\:gJrx84qWk4n4gjTLZeWoD)
- **Coming Soon**: Display the pass as an option that will soon be for purchase while still restricting public sales. 
  - *Suggested Article*: [Enable Coming Soon mode for a Pass](docId\:x5mU2DJ8eOHF48FqFd-re)
- **Special Passcode**: Requires a special passcode to unlock this pass. Leave blank for no passcode. 
  - *Suggested Article*: [Passcode protect a Pass](docId\:dkZGuRbd4_mfpLeU_MDGT)
- **Fees**: Choose whether you'd like to pass on or absorb the Ludus ticketing fee. \*Note: The fee for flex passes applies only when the pass is purchased, not when tickets are redeemed on the pass. 
  - *Suggested article*: [Ludus Pricing Table](docId\:COFvP5XZtIJjdA4unCeAm)
- **Color**: The color that will appear on the pass selection page and pass reporting. This is only a visual change and does not limit or change any functionality.