How to publish memberships to online join?

Summary

This guide explains how to make a membership type available for online purchase through Online Join. After creating a Membership Type, you must configure its settings to allow online purchasing.

Step-by-Step Guide

1. Enable Online Purchase for the Membership Type

To make a membership available online, follow these steps:

1. Navigate to Memberships Module

   • From the Home Page, go to the Memberships Module.
     
     
     
     

2. Access Membership Types

   • Click on Membership Types and locate the membership you want to publish.
     
     
     
     
   • Use the search bar if necessary.
     
     
     
     

3. Edit Membership Settings

   • Select the desired membership and click Edit.
   • Go to the Advanced Tab.
     
     
     
     

4. Set Purchase Options

   • Under the Allow Membership Purchase dropdown:
     • Select Available Online to enable online purchases only.
     • Or choose Available Online and Offline to allow purchases both online and in person.
       
       
       
       

5. Save Changes

   • Click Update to save your settings.
     
     

2. Configure Pricing for Membership and Joining Fees

Ensure the membership and joining fee have a defined price at one or more levels:

1. Global Level:

   • If a price is set at the Global Level, the membership will be available at all centers.

2. Centre Level:

   • If the price is set at the Centre Level, the membership will only be available at the specified center(s).

3. Setting Group Level:

   • If the price is set at the Setting Group Level, the membership will be visible at centers included in the group.

Important Notes

• A membership without a defined price at any level cannot be published for online purchase.
• Double-check both membership and joining fee pricing options to ensure they align with your intended visibility settings.
• Ensure that your 'Enable the Online Joining feature' setting is set to 'Yes'.
• Ensure that your Facility has the 'Enable online membership functionality' setting set to 'Yes'. (Please Refer to this article)
  
  

By following these steps, you can successfully publish memberships to Online Join and allow your customers to purchase them online. If you encounter any issues, contact support for assistance.