Creating a Membership Product

Membership Products can be found by typing 'Memberships' into the Find Anything search bar in the Dashboard. A Membership Product needs a name and should have a description so potential purchasers understand the benefits of the membership.

A membership may have a fee to purchase, or could be given away for free. The membership will have a duration of either a set number of days from purchase, the beginning of the calendar or financial year or be for life. You can also restrict which Corporate Passes can be used to purchase this membership.

Figure 156. A membership product available for sale

You can choose to make the membership available for purchase online, or only via internal purchase.

At this point, you may choose to link to existing discount policies, or you may prefer to define the discounts that apply to people who hold this membership type later.

An important distinction of membership discounts is that they can also apply across relationships. For example, a company could purchase a membership, and the discount policy for that membership may apply to all staff of that company who enrol. This is handled when applying the discount to a membership record by clicking the 'Also apply to' drop down box inside the record, clicking the required checkboxes and then clicking Save.

Figure 157. A membership discount policy that applies the discount to the staff members of the membership holder