Would you like to give some extra perks or discounts to your most loyal customers or maybe allow them to book free sessions that other customers can't access? Well then let us introduce you to memberships.
So what are these Memberships? It's exactly as described above you can add a membership to any given customer so they can be entitled to different perks/discounts.
Another great thing about memberships is that you can set them up with billing monthly/yearly etc. and if you want customers can even sign up for a membership themselves.
Video Guide
Creating a Membership Type
You will be able to find memberships at Admin Panel > Customers> On the middle of the window you can go to Membership types.
You will find all the memberships that you create or you can create a new membership with "Add Membership Type"
The Membership Type Editor
Here is where we can configure our our Membership Type:
The first tab that you see is the General tab.
- Insert a Name
- You can insert a Description to let people know what is briefly this membership does
- You can give a color to how it will appear in your admin panel and as a customer
- Venue Settings. You can show a Membership Type at 1 venue or Show at all venues. If you have multiple venues managed in your Organisation in the Bookings and Payments platform, you can choose to show the Membership Type at multiple venues or just 1 venue.
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Duration Type. You can have No end date or Fixed-term
- If "No end date" it would mean that the membership renews itself
- If it is a "Fixed term" then you can give a certain amount of time how long the Membership Duration would last, you can set this to days, weeks, months or years.
- Flags. This enables you to add additional logic to a membership, the most common case would be to add a Tax Flag to apply an Additive or Inclusive tax to the Membership Type.
Billing
The second tab that we'll look at is the Billing tab, from here we can configure how we want to bill the customer.
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Membership Fee Type
- Free membership Members will be entitled to benefits free of charge.
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Paid membership Members will have to pay to receive benefits. If this option is selected, then we can add additional settings.
- Billing Period The time period how often the customer will be billed for the membership (it can be day/week/month/year)
- Price Per Period How much the customer has to pay for that period (Value is always the lowest current denomination for example £5.00 would be 500)
- Grace period is simply how much time can pass before you lose your perks of the membership if the customer doesn't renew/make payment for their membership
- Joining Fee If the customer has to pay something up front when they join
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Billing Start Date
- Immediate Start the membership right now there and then when the membership is added to the customer
- Fixed date If you have a day when you would like the membership to start e.g. on the 4th of each month
- Enable Forward Start New members will be able to select a day in the future when the membership should start, when they self sign-up on the booking page.
Sign-up
The third tab that we'll look at is the Sign-up tab, from here you can switch on whether you would like to enable your customers to purchase this Membership Type themselves on one of your booking pages, without any interaction from you as a venue owner. It's important to note that this tab will only appear if you select Paid membership on the previously mentioned Billing tab.
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Signup Type
- Venue signup only the venue can enroll new members
- Self signup Customers will be able to purchase this membership themselves.
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Membership Tile Preview This will be how the membership tile is displayed when members are signing-up.
- You can add additional Member Benefits to the list by simply typing a new benefit.
- You can change the colour under the General tab.
Perks
The fourth tab we'll look at is the Perks tab. Perks are added to a Membership Type and these are the benefits the customer receives when they have a Membership applied to their account.
Note: Perks will only be applied once applied to a membership type or a specific bay option
Note: Only 1 membership perk should be applied to each bay option
Standard Perk:
When we create a Standard Perk as itself won't do anything we have to connect it with what we try to achieve let's say we want some option to be able to book only those who have this perk
A quick and Easy way to do that is to head to Bay Options > Create/choose a bay option where we would like to apply the perk double click on it
Scroll down and we will see a little box saying Membership Requirements here we can add some perks to the Bay option if we have our perk set up then when we click on the Add Perk it will show in the list and we can just add to it
Once we do that it will add to the option and it will only show to those who have this perk assigned to their account
Click here for more information on Advanced Memberships Options In Booking & Payments