What Is Memberships or Subscriptions?

Video

User Tutorial Video

User Experience

Step-By-Step

1. Open the app. 
   
2. On the Home Screen, tap Subscriptions (or whatever you have chosen to title it)
   
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3. They will see a list of Subscriptions available 
   
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4. They will be able to click Join Now from the Subscriptions list screen, if they are not logged in they will be prompted to log in or create an account. If they are logged in they will move to the order summary screen. 
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5. They will be able to click Learn More to get into each Subscription and read the benefits
   
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6. They will be able to click Purchase on the Subscriptions benefits screen; if they are not logged in they will be prompted to log in or create an account. If they are logged in they will move to the order summary screen. 
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7. Now ready to purchase the customer will need to confirm which price, if multiple options are available
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8. They will need to input their credit card details
   
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9. Upon successful purchase they will see a confirmation screen
   
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10. They can email themselves a receipt.
    
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2. You are able to set up recurring emails from Stripe to your subscription customers (if they are paying a recurring charge)
   
11. DONE! From here, they can view their subscriptions Card, which they can always access through their profile
    
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12. They can view their Rewards (Subscription Rewards and general Rewards will all show here).
    
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13. They can view their benefits and manage their membership - update or change payment method, cancel (for recurring only); this only cancels payment, . The membership will run through the end of the period. 
    
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14. They can view if their membership is canceled and either reactive or let it run it's course. They can also see if their payment method needs to be updated to keep their membership active. 
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15. They can view their order history
    
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Videos

Tutorial Video

Setting Up A New Membership or Subscription

1. From the Quick Start Page in your admin dashboard, click Customer Dashboard
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2. A new tab will open up and on the ensuing page, click Memberships
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3. On the ensuing page, click Create and a popup will appear to create your first Subscription or Membership
   
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1. Membership Name
   

1. Name will be used to define Customers (i.e. 10 Prepaid Round Package, Players Pass, Range Club, etc.)
2. Max quantity
   

1. Maximum number of customers who can purchase this membership. Default is unlimited. 
3. Image 
   

1. Provide an Image to highlight the Membership or Subscription - 2:3 ratio (1620x1080) images smaller than 5MB.
4. Preview Text
   

1. Provide a brief summary of the benefits to entice customers to either click to learn more or join.  This description will appear on your Subscription List screen.
2. TIP: Use the buttons above this box to add bold or italics to grab the customers attention! 
5. Description
   

1. This is what will appear on the Subscription Details Screen and provide your customers all the important details.
   
2. TIP: Use the buttons above this box to add bold, italics, bulleted lists and more. 
   

1. Visible in app
   

1. Controls if the subscription can appear in the app.  
   
2. TIP: If you're not ready to launch the membership keep this toggled off, just remember to toggle it on when ready to launch! 
1. Click Save to create your Subscription or Membership. 
   

Add Prices

1. Once saved you now need to add Pricing
   

1. Type
   

1. Recurring or One-time. 
   
2. One-time allows you to set the amount.
   
3. Recurring allows you to set the amount and how often will the customer be charged (ex. $25 every (1) month, $75 every 3 months, $450 every (1) year).
2. Currency
   

1. Allows you to set the currency for payment (US Dollars or Canadian Dollars). 
3. Amount

1. Allows you to set the amount the customer will be paying (one-time or recurring).

1. SKU

1. Allows you to tie a SKU number to your POS, if using SKUs to track subscription purchase price. 

1. Expiration (Only for One-Time)

1. Allows you to set when the Membership Expires - Never, Time period (after 1 month, 4 months, 1 year, etc) or Specific Date

1. Availability

1. Allows you to set when customers will be able to purchase the Subscription and turn it off if you desire. 
   
2. Don't input any date values and the price will be available immediately if the Subscription is visible in the app. 

1. Hit Save
   

1. You can have multiple prices (ex. Allow customers the option to either pay a one-time fee or go month to month) should it make sense for your offering. 
   

Order Memberships/Subscriptions in App

Ordering your memberships and subscriptions in the app is as easy as 1, 2, 3!

1. Click the up/down arrow button

1. Then drag and drop your items into your desired order.

Note: Archived memberships will appear on the drag and drop screen, but they're not visible in your app. Their order only matters if you reactivate them.

Add Rewards to Membership/Subscription 

Rewards need to be created first in order to apply them to a Membership/Subscription. Please visit How Rewards Work.

1. When adding a Reward to a Membership or Subscription you can decide: 
   
1. Quantity 
2. When to add (how frequently guests will get this reward): 
   
1. One-time on date joined
   
2. Daily
   
3. Weekly
   
4. Monthly
   
5. Quarterly 
   
6. Yearly
   
3. Expires (One-time rewards)
   
1. Never
   
2. Interval (e.g., X months after customer joined membership)
   
3. Date 
4. If the reward should be applied to current members
5. If the reward requires an active membership
   
6. Should the reward persist (allow guest to carry over rewards)
   
7. Lifetime limit per customer on this reward across multiple memberships/subscriptions 
   

Bulk Customer Tab Capabilities

Bulk Importing Members 

Requirements for Your file

1. Contact Info: Every person must have an Email address 
   
2. Name: You must either include a Full Name column or separate First Name and Last Name columns. 
   
3. File Size: You can upload up to 5,000 rows at a time 
4. IF you are including a Member Number, it will use the external_id column and assign it as a Customer's Membership: External Id
   
5. Column Name Overrides: Remember you can override column names to match whatever best suits your output from your original system just make sure that you have those column override names in place otherwise the system will reject them
   

Matching Custom Spreadsheet Column Names

If your spreadsheet uses column headers that don't match our default names (for example, using "Email Address" instead of "Email"), you can set up Column Name Overrides.

1. How it works: Override rules tell the system to recognize your customized spreadsheet headers and automatically map them to the correct fields in Customer Dashboard
   
2. Important: Set up your column name overrides in the system before uploading your file. If your column headers don't match and no override rule exists, the system will reject the import
   
3. Where to Set: Depending on the field, either in Settings > Customer Settings > Fields > edit or in Membership > Fields > edit
   

How to Import

1. Go to the Membership Customers tab and click the Import button
   
2. In the popup window, select or drag and drop your .xlsx file into the upload box
3. Turn on the toggle switch for "Create customers that don't exist" so the system automatically creates new customers for anyone not already created
   
4. (Optional) Toggle "Update existing membership customers" if you want to update info for current members, or "Add Rewards" to automatically apply download rewards. 
   
5. Click the Import button and the system will update you on import status 
   
1. The import history page now shows how many customers were created, separately from how many memberships added
   

 

Deleting A Subscription 

You can only delete an existing Subscription or Membership if zero customers have purchased it. Once purchased or a member has been applied to a membership it cannot be deleted. 

1. You will not be able to delete a price if it has subscribers tied to it. 
2. You will not be able to remove a reward if it has been used and applied to members.  
   
3. Please note that you can only void a customers membership if they've been added manually. If the customer paid through the app via subscription they can cancel their subscription or you may do so in STRIPE. 
   
4. If you no longer want a subscription or membership to be available in the app toggle off visible in app. Please note, that customers who are already members will still continue to see the membership. 
   
5. If the subscription or membership has past it's expiration date you can archive it so it's no longer visible on your Subscriptions list page. 

Editing A Subscription 

1. From the Quick Start Page in your admin dashboard, click Customer Dashboard. 
2. On the ensuing page, click Memberships in the left side menu. 
   
3. Click into the Membership you wish to edit.
   
4. Update the Info and click Save.
   
5. Should you wish to Edit a Price you will not be able to change the amount. You will need to create a new price with the desired amount and archive or set an end date for the previous price. 
   
6. Should you wish to Edit a Reward you could make adjustments to that reward but please know that it won't apply backwards. 
   

If you need to edit/manage a customers Subscription please Visit How to Edit Customer's Subscription. 

Membership Analytics

High-Level Analytics

View Customer Dashboard and how it works. 

Membership Specific Analytics

1. From the Quick Start Page in your admin dashboard, click Customer Dashboard
   
2. On the ensuing page, click Memberships in the left side menu
   
3. On the Membership page a list of your memberships will appear
4. Click into the specific membership you'd like to see specific analytics: