Please watch the video for a guide on how to create a membership type or read the written guide below.
Creating Membership Types
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Access the Memberships Section
- Go to your Admin Panel.
- Navigate to Customers > Memberships.
- Click Add Membership Type to begin creating a new membership.
- Configure the General Tab
- This is where you define the basic identity and visibility of the membership.
- Name: Give your membership a clear, recognizable name.
- Description: Briefly explain what the membership offers.
- Color: Choose a color to visually distinguish this membership in the admin panel and customer view.
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Venue Settings:
- Show at all venues or limit to a specific venue.
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Duration Type:
- No end date: The membership renews automatically.
- Fixed term: Set a specific duration (in days, weeks, months, or years).
- Flags: Add logic such as tax flags (e.g., additive or inclusive tax).
- This is where you define the basic identity and visibility of the membership.
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Configure the Billing Tab
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Membership Fee Type:
- Free: No charge for membership.
- Paid: Enables billing options.
- Billing Period: Choose how often the customer is billed (daily, weekly, monthly, yearly).
- Price Per Period: Set the cost per billing cycle (e.g., 500 = $5.00).
- Grace Period: Time allowed before perks are lost due to non-payment.
- Joining Fee: Optional one-time fee when joining.
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Billing Start Date:
- Immediate: Starts upon assignment.
- Fixed Date: Starts on a specific day (e.g., the 4th of each month).
- Enable Forward Start: Allows customers to choose a future start date during self-sign-up.
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Membership Fee Type:
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Configure the Sign-Up Tab: This tab appears only if the membership is 'Paid'.
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Signup Type:
- Venue signup only: Admins assign memberships manually.
- Self signup: Customers can purchase the membership online.
- Membership Tile Preview: Customize how the membership appears on the booking page.
- Member Benefits: List the perks or features included.
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Signup Type:
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Save and Review
- Once all tabs are configured: Click 'Save' to create the membership.
- You can now assign it to customers or make it available for self-sign-up.
For an overview article of all relevant membership articles, please see: