Setup Memberships

Setup Memberships

  1. Go to Setup > Setup Packages & Memberships > Setup Memberships
  2. Click Add New
  3. Add Membership Details
    1. Name is the name of the membership
    2. Price is the amount to bill
    3. Billing Cycle is how often to auto-bill
    4. Service Package to auto credit every time the membership bills
    5. Auto Expire Package checkbox if enabled will auto expire the remaining services within the Service Package at the end of the membership billing cycle.  
    6. Display Order is the order in which to display the memberships in the drop down & setup.
    7. Available for Self-Purchase if enabled the client will be able to purchase the membership online.
    8. Client Facing Name will display when the client purchases the Membership online.
    9. Description will display when the client purchases the Membership online. 
  4. Click Save
Note: The billing cycle is only required if the membership is sold online. 


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