✨ Please note: The Membership feature is only available on the Standard Plan or above who are using Stripe as their integrated payment provider.
This article covers:
Before you start
Our membership feature enables you to set up recurring subscription payments, providing a steady income stream and encouraging repeat customers.
There are three key components:
Membership Details: This includes the description, prices, and billing cycle for your membership.
Customer Groups: Automatically created with each membership, this restricts what customers can redeem. Customers who buy a membership are assigned to this group.
Exclusive Tickets: Created within your entry, these tickets are only available to customers in the membership group. They can be free or discounted compared to the standard price, depending on your membership offering.
You will need to have all of the above components set up to offer memberships to your customers successfully.
For the quickest setup of new memberships, we recommend the following steps:
Create the membership with its price and details.
Set up the exclusive tickets in the relevant entries and assign the correct membership.
Adjust the offer within the membership.
Create the Membership
To create a membership:
Select Packages and Discounts, then Memberships from the left-hand menu on your account.
Select Create a new membership and add a Membership title.
If you already have an existing customer group set up that you would like to assign the membership to, tick the Add this membership to an existing group? checkbox and select the group from the drop-down menu:
If you have more than one scheduling page, choose which schedule pages will be available by ticking the Show on specific schedule pages? checkbox, then select the schedule page(s) from the drop-down menu:
Select Create. This will create the membership and a corresponding customer group.
Once created, select Edit details to amend the Published status and the title if needed:
To add further information about your new membership, select Edit details, then add the additional details under Membership details:
The information you add in the Membership details section shows underneath the title on your public booking page. For example:
To set the recurring cost and billing period of your membership, select Add price:
Enter the Title for the price option. Then, set the Cost of the membership and the Billing period for the recurring payment:
You can customise the billing frequency to set weeks, months, or annually by selecting the appropriate option within the Billing period options.
💡To note:
When a customer purchases a membership, the billing period will start from the day they purchase it.
For example, if you set the membership to be on a monthly billing period and a customer purchases it on the 2nd of the month, the payment will be collected on the 2nd of every month from that point forward.
Editing a price
💡 Once you have created a price, you cannot change the amount you have set or the billing period. This is to protect your customers and you, as you will need consent before changing any pricing.
When you select Edit price next to your membership, you will only be able to amend the title:
The Membership Offer
Creating the offer within the membership
To create the offer:
Select Packages and Discounts, then Memberships from the left-hand menu on your account.
Find the membership you would like to edit and select View to open the settings.
Select Add offer in the offer panel:
Specify restrictions to determine who can use the offer and how many times it can be used:
Next, in the Tickets where offer applies section, tick the schedule page where you want to choose exclusive tickets. You can choose either All exclusive tickets on that schedule page or Select individual tickets.
When you have selected all the tickets that you require, select Create.
💡 To note: All updates to an offer will apply to existing members, i.e., customers who signed up before the update. Therefore, it's important to ensure you keep all your members up to date with any changes you make and gather consent where needed.
Creating an exclusive ticket
Alternatively, you can create an exclusive ticket and retrospectively edit the offer once you assign it to the membership:
Open your Scheduling page.
Select the entry from your schedule list, then Edit entry:
Select the Tickets & Costs tab, then Create ticket.
Add all of your ticket details, including name and cost, then tick the Exclusive ticket box option.
Choose the Membership group (which was automatically created for you earlier) you want to assign this exclusive ticket to:
Select Save ticket to save the ticket, then Save or Save & Exit to save the entry.
Then, reopen your membership within the Membership section to set the offer restrictions and redemption frequency.
Setting the Offer restrictions
After creating the exclusive ticket and assigning it to the membership within the entry/entries, it will appear listed in the Offers section on your membership overview:
It will initially have the default offer restrictions and redemption settings applied. To change these:
Either select the line to open the offer:
Or the three-dot menu next to the offer, then View offer:
Select the Edit offer button:
The first setting option is Offer enabled; which indicates whether the offer is active or not:
This needs to be ticked on for the offer to be available to your membership customers.
Under Restrictions, you can specify who can use the offer:
Personal use only: Only the membership owner can book this exclusive ticket.
Allow additional attendees: This allows the membership owner to book multiple exclusive tickets, and you can set the maximum number. This is useful for friends and family memberships.
Finally, confirm Restrict number of uses, where you can:
Set how many exclusive tickets can be booked under How many uses are allowed? and
Whether this is a recurring Ongoing offer.
If this is ongoing, you can also set How long is a usage period? This will be the period where the offer resets.
For example, 10 exclusive tickets per month:
Leave the Restrict number of uses box unchecked for a monthly membership with unlimited access.
💡 To note: When setting up membership offers with a restricted number of uses, we recommend adding exclusive tickets with the "single ticket" type rather than "course ticket." This ensures that the usage count is accurate and any tickets outside the usage period for memberships that won't be renewed are automatically cancelled.
Useful links 🔗
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺