Creating Memberships

Last updated 4 months ago

Setup recurring memberships with ease.

After a member fills out the waiver, you can set them up with a recurring membership billed by credit card or bank. The Membership Builder is versatile in that it accommodates a base plan, add-on plans, quantities, and additionally supports an initiation fee.

Below are a few examples of memberships and how to create them. In each example we're going to assume that you are on the new membership screen within your facilities application. Before continuing, ensure that you have setup:

  • a membership product

  • a membership plan

Heads up! The examples below assume that memberships are created using a card. If the payment method is bank, their billing cycle still beings immediately, but their payment will take 3-7 days to clear.

Monthly 50

A standard $50 a month recurring membership. If the payment method is by card, the member is immediate charged for their first month, and their billing cycle begins the moment the membership is created.

  1. Select the member.

  2. Select the main plan.

  3. Select the payment method.

  4. Create membership.

Monthly 100 + Initiation Fee

This example shows a $100 a month recurring membership, along with a one time initiation fee of $55. The member is immediate charged for their first month + setup fee ($155), and their billing cycle begins the moment the membership is created.

First ensure that the Setup Fee Amount is set under your facilities commerce settings. After setting this up and re-loading the new membership screen, you'll see that the setup fee has already been applied as an add-on, with the amount already specified.

  1. Select the member.

  2. Select the main plan.

  3. Select the payment method.

  4. Create membership.

Family Membership

In this example we're creating a recurring membership for a family of four. We'll utilize the base plan, add-on plans, and quantities.

  1. Select the member.

  2. Select the main plan.

  3. Click Add Plan

  4. Select the add-on plan.

  5. Change the quantity to two

  6. Select the payment method.

  7. Create membership.