Adding New Memberships (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Membership and click, then click the drop down Memberships.
3. Once in the Memberships home page, click the green "Add Membership" button in the upper left.
4. Inside Create Membership page, fill out Fields as desired for this new membership.
- Name of membership
- Months (How long this membership lasts)
- Minimum Purchases (Dollar amount)
- Minimum Purchase Type (All or just F&B purchases, directly related to field above)
- First month charge (Full or prorated charge, or free)
- Expiration type (When this membership will either dissolve or renew if "Auto-Renew" button is checked)
- GL Code (Where do you want this membership fee to hit your General Ledger)
- Maximum Rounds and Rewards fields are optional
- Set prices and taxes
- Or enter the final price of membership; The pre-tax amount and tax amount will auto populate with the correct tax rate you've entered.
5. Once all fields are filled in, click the "Create Membership" button in the bottom left.
6. This newly created Membership then can be added to new or current member profiles.