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How do I create a membership?

Step-by-step guide to creating an ongoing or temporary membership, with prices, benefits and player questions.

Written by Nettla

Go to Players → Memberships, click Create membership, choose Ongoing or Temporary, then fill in the details, member information and pricing and click Save.

Create a membership

  1. Go to Players → Memberships.

  2. Click Create membership.

  3. Choose Ongoing (renews in cycles) or Temporary (fixed start and end date).

  4. Click Create.

  5. Fill in Details:

    • Membership Name.

    • For temporary memberships: Start date and End date.

    • Features & Benefits: what members get, shown to players.

    • Image Gallery.

    • Visible to Players: switch off to hide it. See "How do I create a hidden membership?".

    • Custom Tax Rate: if this membership uses a different tax rate.

    • Group / Family Membership: see "What are group memberships?".

  6. Fill in Member Information (optional):

    • Required Player Information: details the player must give.

    • Custom Questions.

    • Document Upload: ask for an image, such as a student card.

  7. Set the Pricing. See below.

  8. Click Save.

Pricing for ongoing memberships

  • One-time joining fee: optional.

  • Switch on Weekly, Monthly and/or Yearly. For each one set:

    • Auto renewal and auto payment: charge the player automatically every cycle.

    • The renewal day: the same day as purchase, or a fixed weekday, day of the month or month.

    • Contract period: the minimum number of cycles the player commits to.

    • Price.

    • Begins with free period and Grace period: optional.

Without auto-renewal, the membership ends after one cycle. Contract period, free period and grace period need auto-renewal.

Pricing for temporary memberships

  • Price.

  • Pro rata pricing: on by default. Players who join late pay for the time left.

Give members their benefits

A membership gives no benefits on its own. Link it to a cohort, then use the cohort in your price lists and rules. See "How do I create a cohort?".

Good to know

  • Drag membership cards on the Memberships page to set the order players see them in.

  • You can't add a new billing cycle to a membership after it's created. Plan your cycles first.

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