> For the complete documentation index, see [llms.txt](https://docs.perkville.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.perkville.com/features/settings/memberships/settings.md).

# Membership settings

Manage your membership settings under **Settings → Memberships → Settings**. These settings control how membership information affects participation in your rewards program.

{% hint style="warning" %}
Before enabling membership restrictions, confirm with Perkville Support that your integration supplies membership data to Perkville. Enabling restrictions without that data may prevent customers from participating.
{% endhint %}

## **Accessing membership settings**

To access the membership settings:

1. Navigate to the Dashboard.
2. Click on **Settings** in the left-hand navigation.
3. Select **Memberships**, then **Settings**.
4. Update the settings and click **Save**.

The Settings page remains available when membership features are off. The [Types](/features/settings/memberships/types.md) page appears when membership features are on.

## Settings explanation

#### **Use membership features in Perkville**

Enabling this option unlocks additional membership-related settings and the [Types](/features/settings/memberships/types.md) page, where you can review membership names, source systems, and record counts.

{% hint style="warning" %}
Turning membership features off deactivates active membership-restricted and membership-anniversary perks. Turning the setting back on does not automatically reactivate those perks; review them before reactivating them.
{% endhint %}

Turning the setting off does not delete membership information. For active businesses, membership types and their counts continue to be maintained in the background.

#### **Only include active members in daily report**

When selected, this option restricts the data included in the daily report to active members only.

#### **Only active members can participate in the rewards program**

Activating this setting prevents individuals without an active membership from joining and participating in the rewards program.

{% hint style="info" %}
This is a **program-wide participation setting**. It is not a restriction applied to an individual earning rule or reward. For example, if you want to restrict a specific [Custom Reward](/features/redeeming-rules/custom-rewards.md) to a subset of customers, use that reward's own eligibility controls such as Required Attributes or Restrict Levels.
{% endhint %}

#### **Expire all points \[ ] Days after a user cancels their membership**

Specify the number of days after a membership cancellation that points expire.

If your goal is to clear a member's remaining point balance after cancellation, this is the program-level setting to use. It is different from manually redeeming or adjusting points on an individual customer profile and allows cancellation-based point expiration to happen automatically after the grace period you choose.

If you need to address customers who were already cancelled before changing this setting, contact Perkville Support to confirm the appropriate approach for your program and integration.

{% hint style="info" %}
You cannot turn on canceled member point expiration without having **Only active members can participate in the rewards program** turned on.
{% endhint %}

{% hint style="warning" %}
We suggest setting the expiration grace period to more than one day. Sometimes membership status lapses unintentionally and it's good to give some time before points are expired should the member rejoin.
{% endhint %}

## View settings history

Once a settings change has been recorded, the bottom of the page shows who made the most recent change and when. Select **View history** to see recent changes, including the previous and new values.

If no changes have been recorded yet, the history link will not appear.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.perkville.com/features/settings/memberships/settings.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
