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FAQ: Membership limitations and workarounds

Learn about the limitations in our memberships feature and some useful workarounds

Anni avatar
Written by Anni
Updated over 3 weeks ago

Memberships are a great way to offer customers ongoing access to your events or classes. They make it easy to manage recurring bookings and payments. This helps build a loyal community while saving time on admin. However, memberships have some current limitations. This article explains what they are and how to work around them.

Restrictions:


Restriction: Ticketless membership

  • Memberships don’t have a booking form to collect customer details, so they must be purchased alongside a ticket.

Workaround:

  • Create a “Membership registration” event with a free ticket that customers can book when they purchase a membership.

To do this:

  1. Select Scheduling from the left-hand menu on your account, then Create an entry:

  2. In the Information tab, add a Name and any useful information regarding the entry in the Description field:

    Information tab of the entry with an arrow pointing at the 'Name' field

  3. Set the Location as No location:

    Location tab of the entry with an arrow pointing at the 'No location' option

  4. Make the entry a 365-day entry so it stays at the top of your schedule list. This will make it easier for customers to view when visiting your public page. For example:

    Dates & Times tab of the entry setup with the 'All day event' checkbox ticked

  5. Under Tickets & Costs, select Create ticket, then add the ticket name, any relevant description, and select No cost under Pricing:

    Ticket setup of the entry with an arrow pointing at the 'No cost' option

  6. Select Save ticket.

  7. Tailor your booking form in the Booking form tab by selecting Select & reorder fields:

    Booking form tab of the entry setup with an arrow pointing at the 'Select & reorder fields' option

  8. Use the plus "+" and minus "-" fields to add or remove fields from the booking form, and select Save form.

  9. Once completed, select Save & Exit to save the entry to your schedule.


Restriction: Auto-enrollment

  • Members must book their tickets to reserve their space and are not automatically registered for events when they purchase their membership.


Restriction: Membership discount

  • Discounts cannot be applied to membership purchases because payments are recurring.

  • Account-wide discounts do not apply automatically to members.


Workarounds:

  • Refund the discount amount manually in Stripe.

  • Create discounted member tickets for each session that members can book.


Restriction: Offline membership

  • All memberships must be paid online via Stripe for recurring payments. If you purchase memberships on behalf of customers, you will need their card details.


Workaround:

  • For "offline" memberships where payment is managed outside of Bookwhen, you can manually add customers to a customer group.

  • If you choose to do this, you will need to manage the list manually and, if you need to remove customers from the group, cancel their tickets as needed.

  • You can also set an end date if you manually added customers to a group.

To do this:

  1. Select Packages & Discounts, then Customer groups from the left-hand menu on your account.

  2. Open the customer group and scroll down to the Customers section. From there, select the three-dot menu next to the customer name, then Remove customer:

    Customer section within customer groups with an arrow pointing at the 'Remove customer' option

  3. Select Remove at a selected time, then add the Date of removal/Time of day:

    Remove customer screen with an arrow pointing at the 'Remove at a selected time' option

  4. Select Remove customer to confirm.


Restriction: Switching memberships

  • Memberships cannot be changed to a different type after purchase. Switching subscriptions in Stripe may not sync with Bookwhen and might cause notification issues.

Workaround:

  • Ask the customer to cancel the existing membership and repurchase the new one.


Restriction: Enforcing membership cancellation rules

  • Cancellation policies can be added to the ‘Membership details’ section to inform customers, but cannot be enforced automatically. You will need to monitor cancellations manually.


Restriction: Admin-only membership cancellation

  • Membership payments are recurring and can be cancelled by you (as the admin user) or by members themselves. This cannot be restricted to admins only because customers agree to their right to cancel when purchasing a membership.


Restriction: Blocking membership purchase


Restriction: Bulk changes

  • Membership renewal dates cannot be changed in bulk. Each membership would need to be cancelled individually.


Restriction: Cancellation and failed payment notifications

  • You do not receive automatic notifications for membership cancellations or failed payments. These must be tracked manually in the Customers tab.

  • Learn more about tracking memberships in our Membership reporting article.


Restriction: Private membership

  • Memberships on sale are always public. They cannot be hidden, password-protected, or made visible only to specific customers.

  • If you need to gain pre-approval, you will need to manage this outside of Bookwhen.


Restriction: Auto-publish/unpublish membership

  • Memberships can only be published/unpublished manually.

To manually unpublish a membership:

  1. Select Packages & Discounts, then Memberships from the left-hand menu on your account.

  2. Select View next to the membership you would like to unpublish to open the settings:

    Memberships screen with an arrow pointing at the 'View' button

  3. Select Edit details:

    Membership overview page with an arrow pointing at the 'Edit details' button

  4. Untick the Published checkbox and select Update:

    Edit details screen with an arrow pointing at the 'Published' checkbox

  5. To publish the membership again, repeat the same steps but tick the Published checkbox instead.


Restriction: Owning multiple same-type memberships

  • Customers cannot buy multiple memberships of the same type using the same email address.

Workaround:

  • Create group memberships for additional attendees.

To do this:

  1. When setting up your offer, ensure you tick the Restrict who can use the offer checkbox, select Allow additional attendees from the drop-down list, and add how many additional attendees a member can book:

    Offer screen with an arrow pointing at the 'Who can be assigned to exclusive tickets' dropdown


Restriction: Rollover offer tickets

  • Customers can’t roll over or save unused offer tickets from previous membership cycles for future use.


Restriction: Prorating membership

  • Memberships with fixed join dates cannot be prorated if customers join mid-cycle.


Restriction: One-off membership joining fee

  • It's not currently possible to add a one-off membership fee to the membership settings.

Workaround:

  • Create a separate ticket to apply a one-off joining fee that customers can book alongside purchasing their membership. Please note that this cannot be enforced.


Restriction: Seasonal membership

  • Seasonal memberships with fixed durations must be cancelled manually to stop payments after the period ends.

Workaround:

  • You can set an end date if you manually added customers to a group.

To do this:

  1. Select Packages & Discounts, then Customer groups from the left-hand menu on your account.

  2. Open the customer group and scroll down to the Customers section. From there, select the three-dot menu next to the customer name, then Remove customer:

    Customer section within customer groups with an arrow pointing at the 'Remove customer' option

  3. Select Remove at a selected time, then add the Date of removal/Time of day:

    Remove customer screen with an arrow pointing at the 'Remove at a selected time' option

  4. Select Remove customer to confirm.


Restriction: Setting membership stock limits

  • There isn't currently a way to limit the number of memberships available.

Workaround:

  • You can manually unpublish the membership to stop sales.

To do this:

  1. Select Packages & Discounts, then Memberships from the left-hand menu on your account.

  2. Select View next to the membership you would like to unpublish to open the settings:

    Memberships screen with an arrow pointing at the 'View' button

  3. Select Edit details:

    Membership overview page with an arrow pointing at the 'Edit details' button

  4. Untick the Published checkbox and select Update:

    Edit details screen with an arrow pointing at the 'Published' checkbox


Restriction: Membership payment through iDeal

  • iDeal payments work only for tickets, passes, and vouchers, not memberships.


Restriction: Membership card

  • Customers can access their membership in the customer portal as digital proof of membership.


Restriction: BACS debit

  • The BACS Debit option is turned off by default. However, it is highly encouraged to keep this setting off, as BACS Debit allows customers to defer their membership payment for up to 14 days while immediately enjoying the benefits.


Restriction: Reinstating cancelled memberships

Cancelled memberships cannot be reinstated.

Workaround:

  • Customers can be manually added to customer groups to regain benefits. If a membership is cancelled, customers must be manually removed from the group.

To do this:

  1. Select Packages & Discounts, then Customer groups from the left-hand menu on your account.

  2. Open the customer group and scroll down to the Customers section. From there, select the three-dot menu next to the customer name, then Remove customer:

    Customer section within customer groups with an arrow pointing at the 'Remove customer' option

  3. Select either Remove immediately or Remove at a selected time, then Remove customer to confirm.


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