Memberships
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      Create A Membership

      In this article, learn how to create a membership.

      APPLIES TO: Admin

      Last updated: May 17, 2023

      Quick Links

      Create Event Discounts Within a Membership

      Create a Membership

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      • Click + Create New Membership

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      • Enter the Name you want to give this membership.
        • Note: this will be the name your clients see when shopping for a membership.
      • Enter all of the information you want your clients to know about this membership in the Description.
        • Note: both Name and Description fields are mandatory.
      • Optional: You are able to make this membership private by turning on the Invite-only membership feature. If a membership is private, your clients will not be able to see it during checkout unless you send them the membership's URL. This works the same way private events do.
      • Optional: Select Hide In Client Checkout.
        • Note: this will make it so that no clients can enroll in this membership and it can only be sold via Point of Sale.
      • Price: This is where you can set the price of the membership. You also can decide if your clients should be charged Monthly, Yearly, or Once.
        • Note: the Once option is a single lifetime charge for this membership.
      • Optional: One-time join fee. This is a fee that will be added onto the price at checkout. Your clients will only be charged the join fee at the initial. purchase of the membership.
      • Optional: Require commitment length this will lock your members into this membership for a period of 3, 6, or 12 months.
      • Optional: set the membership to automatically cancel at the end of the selected commitment length
      • Optional: Allow Pre-Sale you can turn on which allows you to select a date that you would like all early sign-ups to be charged.
        • Note: once your clients enroll in a membership, they will start receiving membership benefits even if presale is turned on.
      • Choose Badge Color choose the color that you would like to assign this specific membership.
        • Note: this icon color will appear next to your client's name after they enroll in the membership.
      • Select Create

      Create Event Discounts Within a Membership

      • Click Create Discount underneath Event Discounts on the right hand side to create a discount for all or any event types.
      • You have the ability to add a percent or dollar amount discount, input the discount value that you would like these members to receive.
      • Choose what event types you'd like these discounts to apply to. 
        • Note: You can create multiple different discounts for different event types by selecting " + Additional Discount".

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      Create Retail Discounts within a Membership

      • Click Create Discount under Retail Discounts
      • Enter your desired Percentage Discount 
      • Select All Products or Retail Category 
        • Note: If selected retail category you must select which category you want to have the discount applied to

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      Create an Exclusive Event Type within a Membership

      • Click Define An Exclusive Event Type underneath Exclusive Event Types
      • Click the drop down menu and select the event type of your choice
        • Note: you can choose more than one event type to be exclusive

      Make sure to click Save when you want to save your changes to a membership.