How to sell a Joint Membership

Summary

FLOW offers a 'Joint Memberships' feature that allows a customer to purchase multiple memberships for themselves and others. This can be configured for two or more memberships of the same type.

This can be helpful for selling 'Couples Membership' at discounted price.

Key Points of the Current Solution:

  • Offline Sales Only: These memberships can only be sold offline through the Customers module; they are not available for online purchase.
  • Single Direct Debit (DD): The head payer (the customer responsible for the DD mandate) will see a single DD transaction, rather than separate transactions for each customer.
  • Even Price Distribution: The total membership cost is split equally among all customers linked to the membership. For example, if a two-person membership costs £50, each member is responsible for £25. If one membership is canceled, the total DD amount adjusts to reflect only the remaining active membership(s).
  • Flexible Fee Management: You can individually cancel DD fees or apply freezes to one or more memberships, leaving others active as needed.
  • No Membership Change Options: Upgrade or downgrade options are currently unavailable for this membership type.
  • Currently only applicable to recurring Memberships
  • A 'Joint Membership' first need to be created.

Step-by-Step Guide

  1. Locate the Head Payer Customer Account

  2. Add the Joint Membership

    • Go to their Memberships Tab and add a recurring joint membership to the head payer’s account.

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    • Ensure that the membership has been configured appropriately for multi-customer use (refer to the Membership Setup Guide if needed).

  3. Navigate to Memberships Tab

    • Return to the head payer's profile and go to the Memberships tab.

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  4. Manage Membership

    • On the newly purchased membership, click Manage Membership.

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  5. Assign Additional Customers

    • Select Assign to add additional customers to the membership.

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  6. Search for Additional Customers

    • Find the customer you want to add by searching for their name.

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  7. Choose Joint Customer

    • Once you locate the additional customer, select Choose Joint Customer.

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  8. Finalize and Save

    • Complete any additional details as necessary and click Save and Continue.

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  9. Confirmation

    • A confirmation message will appear at the top right, indicating that the membership was successfully assigned to the additional customer.

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  10. Verify Assigned Membership

    • To view the additional membership assignment, go to the other customer's profile and check the Memberships tab.

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This guide outlines the essential steps to set up a multi-customer membership using the current offline solution. For any additional support or specific configuration questions, refer to the Membership Setup Guide or contact support.

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