You can use Airsquare to track, charge and automatically renew memberships for people in your contacts.
You can have as many different membership types as you like (e.g. individual, couple, family) and it'll also handle group memberships (e.g. family).
How do I get started?
- You must have the people you want to create memberships for already in Contacts > People. Just add each person first.
- You then must setup membership types, do this under Contacts > People > Membership types. You'll only need to do this once at the beginning.
- Once you have the above completed, you can then start adding memberships under Contacts > People > Memberships.
What plan do I need to be on to use memberships?
You can be on any plan to track memberships. But if you want to create orders (either when a membership is created, or during the renewal process) you will need to be on one of our commerce plans (Small, Medium or Large).
Why are memberships not under each person directly?
In order to allow for group memberships (where there's more than one person part of the same membership) we have kept memberships separate.
Can I see which memberships a person is part of?
Absolutely. Find the person under Contacts > People, click View, then look for the Memberships section which will list all memberships they are part of.
Can a person have more than one membership?
Yes, add as many as you like!
Can a person sign up themselves?
Not yet, but they will be able to soon. Currently new memberships must be set up by you.
How do I set up a free membership?
Just don't tick "Create an order now for this membership" when adding a membership.
How do I set up a lifetime membership?
When adding a membership keep the Expiry date empty.
How do I set up a group membership type?
When adding a new membership type you'll see two fields, Minimum people and Maximum people. Here you can determine the range of people that can be added to a particular membership of this type.
If you had a family membership, which must have at least 2 people, and a maximum of 6 people, then the Minimum people would be set to 2, and the Maximum people would be set to 6.
Where do I add a person's credit card to charge them for the membership?
Credit card processing is done via Stripe. You would first need to have a Stripe account setup and connected to Airsquare.
Once connected, you can then associate a Stripe customer record to the person record in Airsquare. Find the person under Contacts > People, click View, then look for the External records section, you'll see an option to associate a Stripe customer to the person.
If the customer isn't there yet, you'll need to add it into Stripe first, along with their card details.
How does auto renewing memberships work?
Any memberships which are set to auto renew and expired (expiry date in the past) will be automatically renewed. Each renewal will:
- Create an order
- Send the Billing person an Order confirmation email.
- Send you an Order received email.
- Charge the Billing person's credit card if available and not expired (see below).
- Renew the membership by setting the Expiry date into the future, based of the membership type Duration.
- If Xero is connected, an invoice will automatically be created and attached to the order.
What happens if a person's credit card fails during the renewal process?
An order is always created and the membership renewed, regardless if the credit card is successfully charged or not. If it does fail, you will be notified by email and the order will be marked as Awaiting payment. It's then up to you to chase down payment. Typically this occurs when a credit card has expired.
Changing a person's credit card is done in Stripe directly. We never hold or see credit card information. Note once you've changed a person's credit card in Stripe, it won't be automatically charged, you would need to do a manual charge on their card in Stripe, then add the payment to the order in Airsquare to mark it as Paid.
Can I see the order history for a membership?
Yes. Just find the membership under Contacts > People > Memberships, click View, then look for the Orders section.
Can I see which memberships were part of an order?
Yes. Just find the order under Commerce > Orders, click View, then look for the Person memberships section.
What tax zone is used for a membership?
We use the Billing address of the Billing person to determine which tax zone to use when creating an order for a membership.
What pricing tier is used for a membership?
We use the Pricing tier of the Billing person.
Can I sell memberships through the POS?
Not at the moment. If we see demand for this, we'll get it added.