A Membership can take different forms: it can be a membership card, an annual fee, an activity-specific membership, etc.
MEMBERSHIPS > MEMBERSHIPS
Click on and choose whether you want an individual membership or a corporate membership (for corporate accounts)
Sales date: When your customers can start purchasing the membership.
Effective date: When the membership begins.
Expiration date: When the membership expires, inclusively.
Duration: how long the membership will be valid, in months.
Renewal: Number of months before the membership's expiry date during which the renewal of the membership is offered.
Name: Name of the membership as it will be displayed to clients.
Description: Description of the membership, which the clients will see.
Price: Selling price of the membership.
Ledger code: Must first be created under Account > Accounting.
Select the applicable taxes for this membership only.
Decide if this particular membership is eligible for the Children's fitness tax credit. This feature must also be activated under Account > Options, before it can be applied.
You can create specific forms and link them to your membership. These forms will only be presented to your customers when they purchase the membership. If you don't select a form for the membership, the forms shown will be those linked to the other purchases.
Select whether or not to show the membership.
Everyone: The clients and the administrators will see the membership in your online Store and will be able to buy it.
Administrators only: If you select this option, the clients will not see this membership in your Store, and only the administrators will be able to buy it. However, if this membership is marked as mandatory upon the purchase of an activity, the clients will have to select it and add it to their invoice when they register, if they haven't already purchased it.
Add an age and/or gender restriction if you want to limit access to the membership. You can also leave this set at No restriction, which is the default setting.
For age: Select the minimum and maximum ages (in months or years), and whether or not the participant must have reached that age at the time of purchase or at another date you have determined. We suggest toggling the Date of Birth option on your Form to Visible Required.
For gender: Clients do not need to specify their gender unless an organization requires it. If your membership has gender restrictions, be sure your Form has the Gender option toggled to Visible Required.
- If your membership restricts enrollment to females, only participants who have identified their gender as 'Female' may purchase the membership.
- If your membership restricts enrollment to males, only participants who have identified their gender as 'Male' may purchase the membership.
- If your membership restricts enrollments to clients who preferred not to say their gender, only participants who have identified their gender as 'Prefer not to say' may purchase the membership.
- It is possible to choose more than one option. For example. if you have restricted enrollments to females and people who preferred not to say, only participants who have identified as 'Female' or have answered 'Prefer not to say' will be able to purchase the membership.
If you have created skills in this module, you can make some of these mandatory when purchasing a membership. The system will detect if the skill has been checked in the customer's account.
If you have created Merchandise in the Online Store module, you can make certain merchandise mandatory or suggest that they purchase it when purchasing their membership. The participant can add the merchandise to his cart when he registers.
Determine which method(s) of payment will be offered to the customer when purchasing this membership. In order to be offered, these methods must first be activated for the entire platform under Accounts > Payments. If you want to offer installments, you must first create this method under Accounts > Installments. Note that the methods of payment offered will also depend on those linked to other purchases made on the same invoice.
Indicate if an administrator can replace this membership by another when invoicing clients. If so, check the Activate box. You can also manually select the memberships which can replace this one by checking the Activate with restrictions box. For more details on Replacements, please see the related documents.
To make this membership mandatory when purchasing an activity, see the following document: How to make memberships mandatory when purchasing an activity
If you check this box, each clients that have the membership active in it's account will have a Membership card visible under the sub tab membership card (Clients > People) You will be able to print those cards under that sub tab or for each membership.
Click here to find out more about Membership cards.
IN YOUR STORE
If you want to make the Memberships tab visible in your Online Store so that your customer can purchase them themselves, go to Store > Customize.
In the Visible column, check the appropriate box so that the tab may appear in the Store.
You can also change the order in which the tabs are displayed by using the arrows in the Position column.