1. Help Center
  2. Product Configuration
  3. Membership

Create a membership product

  • Updated
This is currently in beta and is not currently available to clients

Intro

Watch the video for a high-level view of Memberships

Please note - Memberships are designed to be sold as stand alone products and cannot be used in conjunction with the Packages module.  

Create a membership product

1. Go to Products > Create Product

2. Select the Memberships option

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3. Fill out the Name (mandatory), Description and upload a Thumbnail image

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ROLLER Memberships support recurring and one-time payment variations within the same membership product

4. Add a Membership variation and fill in the following details in the pop-up modal:

  • Name
  • Price - set the amount, frequency, if payment is one-off, if recurring payments are indefinite or limited to a set amount of payments
  • Membership discount - select all applicable products, the discounts, the number of redemptions and the frequency in relation to that. Check the unlimited option if there is no limit. Repeat steps for varying discount rates for different products
  • Purchase limits - if there is a minimum and/or maximum purchase amount and the setting to force the minimum purchase
  • Description and image - if required
  • Tax override - override the tax settings
  • Override reporting category
  • Hide from online sales - turning this on will restrict this membership variation from being purchased online

Press Save and repeat the steps above to add more variations

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5. Add Membership instructions with important information before they attend such as redemption, check-in instructions or information they should know about the venue. For members to redeem benefits on Checkout, guests must enter in their membership code, that is located under the QR code on their ticket, after clicking the Member number option on the payment page

 

6. Set the date settings as necessary:

If your product has indefinite recurring payments do not enter any value in the fields:
days valid from date of purchase or 
days valid from date of redemption fields

These fields should only be completed if your product is for a limited time, has a once off payment or you set a limit to your recurring payments.
For example if its a three month membership you can set the days valid to be 90.

  • Days valid from date of purchase
  • Days valid from date of redemption
  • Sales period - when guests can purchase the membership
  • Redemption dates

7. Under Product management, add add-ons, allocate product category and the tax rate

Member details are captured via waivers or forms, ensure that the form uses the ticket holder fields

8. Set the Advanced Settings:

  • Select the waiver (if the product purchased requires a waiver)
  • Data capture - select the form to capture member details
  • Product specific terms & conditions
  • Product visibility - check this if it is not to be sold online
  • Product specific venue - if the address is different to the venue address details

9. You could also edit the look and text of the emails sent to guests in relation to their membership through the Template Studio by going to Settings > Design > Email templates. 

 

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