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Must know
  • Publishing runs full validation. Any required field left blank stops the publish and tells you what to fix — so a draft that saved fine can still fail to publish.
  • A membership goes Active immediately, or Scheduled if you set an Available From date in the future.
  • Publishing a membership live (Active) creates its first billing cycle from the start date right away; a Scheduled membership gets its first cycle when it activates on its Available From date.
A draft is never on sale. Publishing is what turns it into a product your families can buy.
1

Open the membership's menu

On the Memberships page, click the ⋯ menu on the membership’s row (or open the draft and use its Publish button).
2

Click Publish

Choose Publish. Uplifter checks the fields it needs — a price, a valid start date, an end date that’s after the start (if you set one), and a value for each restriction you switched on. If something’s missing, you’ll see exactly what to fix, and the membership stays a draft.
3

Confirm where it lands

  • With no Available From date (or a date that’s already here), the membership goes Active and is on sale immediately.
  • With an Available From date in the future, it goes Scheduled and opens for purchase on its own when that date arrives.
Bringing a scheduled membership forward or back: open the ⋯ menu on a Scheduled membership and choose Activate now to put it on sale immediately, or Unschedule to send it back to Draft so you can keep editing. Publishing a membership straight to Active also generates its first billing cycle from the Start Date anchor, so it starts tracking coverage and renewals the moment it’s live — you don’t build any periods yourself. A Scheduled membership isn’t on sale yet, so its first cycle isn’t created until its Available From date arrives (or you choose Activate now). Related: What is the membership lifecycle? · How do I set a membership’s purchase window? · How do I edit a membership that has members?