Here is a step-by-step guide for creating a Standard Perk and a Perk that applies an automatic Discount;
- You would need a Name
- Type if it is a Discount or a Standard
- Give a Description of what this perk will achieve for you
- Perk availability let's say you have multiple venues under the organization. So if we set it to Organization that would give you the option that you only have to set up once and the perk and when the customer goes to different venues of yours he would be able to use the membership obviously if you set it to Venue then they only will be able to use in the Venue where this was set up
- Once you create it will add it to the list so you can choose it
- If you choose the Type discount it will give you a new button called "Add Discount" if you click on that it will bring up a new window with setting the discount looking like this below:
Creating a Perk That Applies an Automatic Discount
- We would need a Name
- Type it can be a percentage or Fixed amount that you would discount it
- The Percent Amount that we taking as a value
- Valid From - from which point of time this is valid
- Expires how long it Valid
- Max uses Per Purchase how many times you can apply this on a single purchase
- Is it Active as in can it be used?
- And flags if you would like to add for specific items
This image shows a Membership Type that has a Perk with the Type of 'Discount' that is only available for 1 venue, the venue that the Perk was created for.
If we take the example Discount you won't need to do anything once it is applied to the customer it will automatically apply to the purchase - as an admin you can manually remove the Discount applied.
Here is an example:
As you can see we booked an hour bay option that would have been 22.50 but since we got a membership perk that is 10% off it straight on applied and you can see 2.25 is minus on the line item
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
Membership Payments
It's important to note that a customer can have a Paid membership added to their account in 2 ways. Firstly, a customer can Purchase a Membership on your booking page, if the Membership is a rolling membership, the customer's card that they used to initially Purchase the Membership will be charged. A customer can easily change the card that they want to use to make payment by adding a new card under Payment Methods in their My Account page. Once Payment has been made, the customer will then have that Membership and all the Perks that are assigned to that Membership.
The Second way a customer can have a Paid Membership assigned to their account, is by an Admin Staff user from within the Venue's admin panel, as shown below:
Simply navigate to the Customer's tab and click on the customer you want to assign the Membership to > on the window that appears click the Memberships tab, and select the Membership that you want to assign to the customer. The Membership is now assigned to the customer, however the status is set to "Pending".
The status is set to Pending so that a customer isn't accidently billed for a Membership. In order for a customer to make the Membership Active, they will have to click the link in the email that they received when the Membership was assigned to their account from the admin panel by the admin staff member.
When the customer clicks the link in the email, they will be lead to their Memberships page in their account > from here they can either Accept the membership or Cancel the Membership. Once the customer has accepted the Membership the Membership will then be Active.
Important Information on Purchases and Payments
It's important to note that a Paid Membership creates a Purchase, and a Purchase can have a status of Unpaid and Paid. If a Purchase on a Membership is set to Unpaid, the customer will not have access to the Perks of that Membership. In order for a customer to have access to the Perks of a Membership, outstanding Purchases must either be paid for or Voided. It's important to note that an admin can also refund a Payment made on a Purchase associated with a Membership.
Currently you can’t change the price of a membership that has already been assigned to a customer. Currently you will have to end the membership for the customer and sign them up for a new one.