Odoo Membership Module: Management Guide

What Is Odoo Membership?

Odoo Membership manages member-based organizations — associations, clubs, chambers of commerce, professional societies, and nonprofits. It handles membership registration, fee collection, renewal tracking, and member communication. The module integrates with Sales for invoicing and Website for online registration.

Module Setup

Install the Membership module from Apps. It adds membership fields to contact records and creates membership-specific products for fee management.

Membership Products

Membership products define the types and pricing of memberships you offer.

Creating Membership Products

1. Sales → Products → Create
2. Set product type as Service
3. Enable "Membership" checkbox
4. Set the membership duration and dates
5. Set the membership fee (price)

Common Membership Types

# Membership product configuration:
# - Membership Start Date: January 1, 2026
# - Membership End Date: December 31, 2026
# - Price: $120.00
# - Membership Duration: 1 year

# For rolling memberships (start from signup):
# Start date left blank → calculates from purchase date

Member Registration

Manual Registration

1. Open a contact record
2. Go to the Membership tab
3. Click Join Membership
4. Select the membership product
5. Invoice is created automatically

Online Registration

With the Website module, members can register and pay online:

1. Publish membership products on your Odoo website
2. Visitor selects membership type
3. Fills in contact details
4. Pays membership fee online
5. Membership is activated automatically after payment

Membership Status

Each member has a computed status based on their payment and dates:

# Membership states:
# - None — No membership record
# - Waiting Member — Invoice created, not yet paid
# - Invoiced Member — Invoice sent, awaiting payment
# - Paid Member — Fee paid, membership active
# - Free Member — Manually granted, no fee required
# - Canceled Member — Membership canceled
# - Old Member — Membership expired, not renewed

Renewal Management

Tracking Renewals

Use the membership list view to filter by expiration date:

• Expiring this month — Send renewal reminders
• Expired last month — Follow up on lapsed members
• Active members — Current paid members

Automated Reminders

Set up automated email reminders using scheduled actions:

# Renewal reminder schedule:
# 60 days before expiry: First reminder
# 30 days before expiry: Second reminder
# 7 days before expiry: Urgent reminder
# Day of expiry: Expiration notice
# 30 days after expiry: Lapsed member win-back

Invoicing

Membership fees are managed through standard Odoo invoicing:

• Invoice created when membership is purchased
• Payment can be online (credit card, PayPal) or offline (bank transfer, check)
• Receipts sent automatically after payment
• Accounting entries created per standard Odoo flow

Member Benefits and Access

Control member access to resources:

• Website content — Restrict pages to members only
• Events — Member pricing for events
• eLearning — Courses available only to members
• Discounts — Member pricing on product purchases

Reporting

• Member Count — Active, expired, and pending members
• Revenue — Membership fee revenue by period
• Retention Rate — Renewal rate by membership type
• Growth — New member signups over time

Best Practices

• Automate renewals — Set up email reminders before expiry
• Enable online signup — Reduce friction for new members
• Offer multiple tiers — Different price points increase accessibility
• Track engagement — Members who engage are more likely to renew
• Communicate regularly — Newsletters and updates keep members connected

DeployMonkey + Membership

DeployMonkey's AI agent configures membership products, online registration, renewal reminders, and reporting for your member organization.