How to Create a Membership Plan
In this guide, we’ll go through how to set up a Membership plan that you can then offer to your customers.
Once you have created your membership, and you’ve sold at least 1 membership, the details cannot be amended or changed for the membership plan. If you need to make amendments, you’ll need to set up a replacement plan, and then mark it as a replacement for the old plan.
Instructions
Log in to the Back Office (https://backoffice.digitickets.co.uk)
Click on Inventory, and then Membership Plans
3. Click on the blue Add button in the top right-hand corner
4. Now you can start filling in the form for your membership plan
The summary box will be extremely useful to show that the membership has been set up correctly.
Field | Meaning |
|---|---|
Plan Name | The name of the membership plan you are offering. |
Category | The category associated with the membership. We recommend having a separate category for your memberships |
Payment Amount(s) | Enter in the cost of the membership. You can enter in a lower or high cost for subsequent payments if required. |
Payment Frequency | Choose whether to take payment when the customer purchases the membership, or accept payment for a certain number of months |
Membership Length | Choose whether this membership is a monthly or annual membership |
Summary | This box will tell you how the membership will work |
Field | Meaning |
|---|---|
Renewal | Choose how the membership renews. You can set it to automatically renew when the membership expires, cancel the membership at the end, or make it a rolling membership where it will never expire. |
Max Redemptions in Period | Choose if you wish to limit the membership to a certain number of redemptions for your venue for the period of the membership. |
Display Period | Choose when this membership will be on sale for customers to purchase. |
Purchase Qty | Choose the minimum and the maximum number of memberships a customer can purchase at any one time. |
Branches | Choose which branch this membership belongs to. If you do not use branches, then this option will not appear. |
Status | Leave as Active unless you wish to save the membership plan and for it not to be active. |
Members
Field | Meaning |
|---|---|
People Covered | Enter in how many people are covered with this membership. If you are offering a family membership for 4 people, then enter in 4. |
Date of Birth | Choose whether you require the Date of Birth for the membership, or whether you only require it for children. |
Photographs | Choose whether staff can take photos for the membership, or allow customers to upload their own images |
Photographs | Choose whether photographs are optional or required as part of the membership. |
Advanced
Field | Meaning |
|---|---|
Short Name | The name that will appear on ProPoint |
Description | A short description of the membership |
Normal Price | If you sell this membership at a higher price in person, and wish to offer an online discount, then add your higher price here. |
Booking Fee (Website) | Choose whether to charge a booking fee for selling the membership online |
Booking Fee (Admin Area) | Choose whether to charge a booking fee for selling the membership through ProPoint |
Gift Aid Rate | If you wish to add Gift Aid for the membership, choose your Gift Aid rate. |
Field | Meaning |
|---|---|
Third Party ID | The unique identifier of the membership for a third party integration |
Tax Classification | Set the tax rate charged for this membership |
Sellable on Channels | Choose whether this membership is available to purchase online and via ProPoint |
Renewable on Channels | Choose whether this membership can be renewed online and via ProPoint |
Allowed Usage Date Range | If you are offering a seasonal membership, then you can state here when customers can use their membership to visit your venue. |
This Plan Replaces | If you are making changes to a membership plan, then you can find any previously created membership plans to replace the old one. Then when customers renew, they will automatically be placed onto the new amended membership plan. |
Deactivation
You can choose how the system will handle a customer cancelling their membership before the expiration.
5. Once you have filled in your information, click on Add in the lower right-hand corner.
Related articles
Filter by label
There are no items with the selected labels at this time.