How to create a Membership Group?

Summary

This guide explains how to set up Membership Groups. Membership groups define key details that apply to all membership types within that group, similar to how an activity template sets parameters for a schedule.

Membership Groups can include the following elements:

  • Benefits
  • Membership coverage
  • Eligibility criteria
  • Whether memberships can be frozen
  • Online/offline membership changes
  • Membership-related questions
  • And more

Step-by-step guide

  1. From the home page, select the Memberships module.
    Memberships.png

  2. Within the Memberships module, select 'Membership Groups'.
    Membership_Groups.png

  3. Click the 'Create New Group' button.

    Screenshot_2023-05-23_at_09.17.49.png

  4. Fill in the following fields:

    Screenshot_2023-05-23_at_09.20.43.png

  • Name: Enter the name of the membership group.

    Screenshot_2023-05-23_at_09.43.56.png

  • Friendly name (Optional): Add a user-friendly name if different from the group name.
    Screenshot_2023-05-23_at_09.44.25.png

  • Membership benefits (optional): Specify the benefits included in this membership (e.g., free towel hire). Learn more about Creating Benefits.

    Screenshot_2023-05-23_at_09.45.11.png

  • Eligibility Criteria: Define any criteria members must meet to purchase this membership (e.g., a student ID for student memberships).

    Screenshot_2023-05-23_at_09.45.36.png

  • Marked as counted sale: Indicate whether this membership should be included as a sale in accounting reports.

    Screenshot_2023-05-23_at_09.46.20.png

  • Can membership groups be frozen? Decide whether this membership can be temporarily frozen. Learn more Applying a membership freeze

    Screenshot_2023-05-23_at_09.47.01.png


  • Month in Hand:Set whether to charge the final month of membership upfront. This prevents revenue loss if the member cancels their direct debit.
    (Default: No)

  • Allow membership purchase: Choose whether this membership can be purchased online, offline, or both.

    Screenshot_2023-05-23_at_10.07.33.png

  • Membership coverage:

    Specify the geographic scope of the membership:

    • National
    • Global (if applicable)
    • Area Group (for more localized coverage)



    Screenshot_2023-05-23_at_10.12.01.png

  • Ignore cancellation and no show penalties: Decide if cancellation or no-show penalties should apply. If set to "Yes," these penalties can be overridden at the activity level. Learn more about Configuring your cancellation/no show penalties.

    Screenshot_2023-05-23_at_10.15.01.png

  • Allow membership change: Enable whether members can upgrade or downgrade their membership, and specify if this can be done online, offline, or both.
    Screenshot_2023-05-23_at_10.15.37.png
    Screenshot_2023-05-23_at_10.16.10.png
    Screenshot_2023-05-23_at_10.17.06.png

  • Description: Provide a detailed description of what is included in the membership.

    Screenshot_2023-05-23_at_10.17.44.png

  • Advance booking settings (Optional) 

    Define how many days in advance members can book activities, overriding global or facility-specific settings. Set parameters for:

    • Online class bookings
    • Online ad-hoc bookings
    • Offline class bookings
    • Offline ad-hoc bookings

      Screenshot_2023-05-23_at_10.18.10.png

5. Once all the fields are complete, click Create to finalize the membership group.

Screenshot_2023-05-23_at_10.18.42.png

 

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