Summary
This guide provides a step-by-step process for creating a membership type. A membership type inherits the settings from its membership group, though you can override these settings for flexible configuration.
Prerequisite
Before creating a membership type, ensure you have already created a membership group. If not, refer to the "Create a Membership Group" guide.
You will also need to create your Membership Pricing Option before proceeding. Please see how via this guide.
Once your membership group is ready, follow the steps below to create and configure a membership type.
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 click 'Create New Membership'.
- Complete the following fields:
- Name: The name of the membership.
- Friendly Name: The name displayed to customers in the booking system.
- Membership Group: The group this membership type belongs to (e.g., 'Adult Standard' could belong to the 'Adult' membership group).
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Membership Categories: Add categories if you want the membership to appear in multiple dropdowns.
3. Configure General Settings
After creating the membership, proceed with configuring settings:
- Click on 'Manage Settings', and under the General tab, verify that the following fields are automatically populated based on the information provided earlier:
- Name
- Friendly Name
- Membership Group
You can now complete additional optional fields:
- Active From: The date the membership becomes available for purchase.
- Active To: The last date for purchasing the membership.
- Description: A brief description of what the membership includes.
Click 'Update' to save your changes.
4. Add Payment Options
To configure pricing for the membership:
- Navigate to the Payment Options tab and click 'Create New Payment Option'.
- Select a payment type: either fixed (e.g., yearly) or recurring (e.g., monthly).
- Click 'Create Payment Option'.
- Choose whether to publish the price for customer booking by selecting 'Yes'.
- Add pricing details for the membership fee and any joining fee. If you haven't created a pricing option, refer to the "Create a Membership Pricing Option" guide.
- Click 'Save' to store the pricing information.
5. Advanced Settings
Go to the Advanced tab to configure more specific settings:
- Membership Benefits: Any additional benefits that come with this membership, such as free equipment use.
- Eligibility Criteria: Requirements the customer must meet to purchase the membership (e.g., proof of student status).
- Mark as Counted Sale: If you want the membership purchase to count as a sale for accounting purposes.
- Can Membership Be Frozen?: Decide whether customers can freeze their membership temporarily. For more information, refer to the "Applying a Membership Freeze" guide.
- Month in Hand: Charge the last month of the membership upfront to avoid revenue loss if the customer cancels their payment mandate. This is set to 'No' by default but can be adjusted based on the membership group.
- Allow Membership Purchase: Determine where customers can purchase this membership—Front of House, online, or both. You can also choose 'Not Available' if you want to withhold it from sale temporarily.
- Membership Coverage: Specify whether this membership applies only to the customer’s home center, or extends to multiple centers (e.g., Global, National, or Area Groups).
- Allow Membership Change: Enable customers to change their membership type, and specify if they can upgrade, downgrade, or do both.
6. Finalize and Publish
- Click the 'Update' button to confirm your changes.
- Ensure that your membership type is published.
Important Note:
To make memberships available for online purchase, make sure the 'Enable Online Joining' functionality is set to 'Yes':
- Go to System Configuration > Manage Settings > Settings.
- Search for 'Enable Online Joining Feature'.
- Click Edit, select 'Yes', and then save the changes.