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.
This feature needs to be enabled by your Client Success Manager, please reach out if you would like this enabled.
For clients enabling this feature, you will also need to enable your staff with access, as shown below via the Customers Area on a Staff User Role.
Key Points to Note:
- Offline Sales Only: Multi-customer memberships are only available for sale via the Customers module and cannot be sold online.
- Single Direct Debit (DD): For the head payer (the customer responsible for the DD mandate), only one DD will appear, regardless of the number of customers associated with the membership.
- Shared Cost: The total DD cost is divided equally among the customers using the membership. For instance, if a two-person membership costs £50, each person pays £25. If one membership is canceled, the total DD reduces to reflect only active memberships.
- Flexible DD Management: You can freeze or cancel DD fees for one or more memberships individually, leaving others active as needed.
- No Upgrade/Downgrade Options: Membership changes (upgrades/downgrades) are not supported for this membership type.
- Currently only applicable to recurring Memberships.
Step-by-Step Guide
1. Access the Membership Module
- From the home page, navigate to the Membership module.
- Select the Membership Type tab.
2. Create a New Membership Type
- Scroll to the bottom of the page and select Create New Membership.
- Complete the required fields:
- Name: Enter a unique name for the membership.
- Friendly Name: This name will appear to customers in the booking system.
- Membership Group: Specify the group the membership type belongs to, such as “Adult.”
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Membership Categories: Add categories to ensure the membership appears in multiple dropdowns if needed.
3. Configure General Settings
- After creating the membership, go to Manage Settings and select the General tab.
- Confirm the automatically populated fields:
- Name
- Friendly Name
- Membership Group
- Complete optional fields:
- Active From: Date when the membership will be available for purchase.
- Active To: Last date for membership purchase.
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Description: Briefly describe the membership’s features.
- Click Update to save changes.
4. Add Payment Options
- To set up pricing, go to the Payment Options tab and select Create New Payment Option.
- Choose the Payment Type and click on Payment Option:
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Fixed (e.g., annual payment)
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Recurring (e.g., monthly payment)
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Fixed (e.g., annual payment)
- Specify pricing details, including any joining fee. Refer to the "Create a Membership Pricing Option" guide if needed.
- Decide whether to publish the price for customers, and click Save.
5. Configure Advanced Settings
- In the Advanced tab, set additional options:
- Membership Benefits: List any added benefits, such as free equipment access.
- Eligibility Criteria: Define any requirements (e.g., student status).
- Mark as Counted Sale: Specify if this membership should count as a sale for accounting.
- Can Membership Be Frozen?: Set whether members can freeze their membership temporarily.
- Month in Hand: Charge the last month upfront to avoid losses from cancellations. Set to “No” by default.
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Allow Membership Purchase: Select Offline Only.
- Membership Coverage: Define whether this membership applies to one or multiple locations (Global, National or Area Group).
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Allow Membership Change: Leave unchecked.
6. Set Joint Membership Count
- After saving, return to the Advanced tab.
- A new field, Joint Membership Count, will appear. By default, the number will be set to 0. Set this to the number of members allowed under a single head payer. For example, enter “2” for a couple’s membership.
7. Finalize and Publish
- Click Update to confirm settings.
- Ensure the membership type is published.
Important Note: To enable online membership purchases:
- Go to System Configuration > Manage Settings > Settings.
- Search for Enable Online Joining Feature.
- Select Edit, set to Yes, and save changes.
This guide provides an overview of configuring multi-customer memberships through the Customers module. For further details, refer to additional guides or reach out to support.