Why can't I purchase a membership?

Summary

In this guide, we will show you all the settings you need to check to understand why you are unable to purchase the membership for the customer (or why they are unable to purchase it online).

 

 

Step by Step guide

  • Is 'Allow membership purchase' enabled on the new Membership Type they want change their membership to? It should be set to either of the following:

- Available offline

- Available online and offline

How to check this?

1. From the home page, go to the Memberships Module

Memberships.png

2. Go to Membership Types

Membership

3. Search for the new membership they wish to change to and click in Edit on the right hand side.

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4. Click on the Advanced tab

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5. Check the Allows Membership Purchase setting. Change if applicable.

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  • Is 'Allow Membership Change' enabled on the customer's Current Membership Type?
  • Is Change to higher yield enabled on the Current Membership Type? (check if upgrading a membership)
  • Is Change to lower yield enabled on the Current Membership Type? (check if downgrading a membership)

How to check this?

1. From the home page, go to the Membership Module

Memberships.png

2. Go to Membership Types

Membership

3. Search for their Current membership they wish to change and click in Edit on the right hand side.

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4. Click on the Advanced tab

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5. Check whether 'Allow Membership change' is ticked. If not, you will not be able to change the customer's membership.

Screenshot_2023-02-27_at_17.05.26.png

6. Check if Change to higher/Lower yield is enabled. This would need to be set to either:

- Available offline

- Available online and offline

Screenshot_2023-02-27_at_17.08.25.pngScreenshot_2023-02-27_at_17.08.13.png

  • Does the new Membership Type's pricing option have an age restriction?

How to check this?

1. From the home page, go to the Memberships Module

Memberships.png

2. Go to Membership Types

Membership

3. Search for the new membership they wish to change to and click in Edit on the right hand side.

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4. Click on the Payment Options tab and check the name of the Pricing Option

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5. Go to the Pricing Option Module

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6. Click on Pricing Options again

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7. Search for the Pricing Option name and click on Manage on the right hand side.

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8. Go to the Availability tab and check whether there is an Age Restriction in place.

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If there is, check the customer's age to see whether they would qualify for this membership or not.

  • If changing a fixed membership, are they both the same duration?

1. From the home page, go to the Membership Module

Memberships.png

2. Go to Membership Types

Membership

3. Search for the new membership they wish to change to and click in Edit on the right hand side.

Screenshot

4. Click on the Payment Options tab and under 'How long should the membership last?', check that the duration is exactly the same for both.

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  • Does the Pricing Option for the new membership have a price at Global/Setting Group/Facility level?

How to check this?

1. From the home page, go to the Memberships Module

Memberships.png

2. Go to Membership Types

Membership

3. Search for the new membership they wish to change to and click in Edit on the right hand side.

Screenshot

4. Click on the Payment Options tab and check the name of the Pricing Option

Screenshot

5. Go to the Pricing Option Module

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6. Click on Pricing Options again

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7. Search for the Pricing Option name and click on Manage on the right hand side.

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8. Click on the 'Pricing' tab and check first at Global Level. If no pricing set, check at Setting Group and Centre Level.

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  • Is the Online/Offline Membership Functionality enabled?

How to check this?

1. From the home page, go to the Facilities Module.

Facilities.png

2. Select the Facility you are trying the purchase the membership at and click on Edit.

Screenshot

 

3. Scroll down to the 'Enable online/offline membership functionality' and ensure it's to yes.

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  • Is the 'Enable the Online Joining feature' setting set to Yes?

How to check this?

  1. Go to the System Configuration Module
    System Configuration.png
  2. Go to Settings
    Settings.png
  3. Go To Manage Settings
    Manage Settings.png
  4. Search for 'Enable the Online Joining feature' and click on 'Edit'.

    Screenshot 2023-08-08 at 11.44.33.png
  5. Tick Yes and click on 'save'.
    Screenshot 2023-08-08 at 11.44.39.png
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