INTRODUCTION
Feature Summary: Setup packages so they can be purchased by members on the Member Portal.
Use Cases: Organizations can sell virtual punch cards for specific reservation types, lesson types, or event categories. Packages can be set up so members can purchase them directly from the Member Portal, eliminating the need for system users to add these packages to members' accounts from the Admin Panel.
PREREQUISITES
Click here to learn more about enabling the Packages feature and setting up Packages.
SETUP REQUIREMENTS
Setting Up Package
To make packages available for purchase on the member portal, follow these steps:
Go to Settings > Billing Settings > Packages.
Create or edit a package.
Enable Package Eligible to be Sold on the Portal/App.
Once this setting is enabled, additional configurations can be applied to determine when these packages will be available for purchase and which members will be eligible to purchase them.
Purchase Start Date: Choose when the package will become visible and available for members to purchase from the Member Portal.
Package End Date: Choose when the package will no longer be visible and available for members to purchase from the Member Portal.
Show to Following Membership(s): Choose which memberships will be eligible to purchase the package.
Public Package URL: Use this URL to share links for a specific package externally. This can be included in marketing emails, on social media, etc.
Eligible to Assign by Family: Choose if this package can be purchased at the family level. If unchecked, members will only be able to assign this package to an individual in their family.
The Purchase Start Date and End Date will not decide the date range this package is active. Instead, these settings decide the date range during which the package is visible for members to purchase on the Member Portal. To choose the date range a package should be active, use the Package has a Start Date? and Package can Expire? setting.
Once Save is clicked, this package will now be eligible for purchase on the Member Portal. For detailed step-by-step instructions on creating a package, see here.
Purchasing a Package from the Member Portal
Once at least one package is eligible to purchase, members can purchase packages by following these steps:
Go to Menu > Billing > Packages.
Click Purchase Package.
From here, members will be brought to the Available Packages page, where they can learn more about specific packages, and select packages to purchase.
When clicking Learn More, members will get a breakdown of all eligible items this Package can be used for.
After members have selected the package they'd like to purchase, they will be brought to a page to review this package's eligible items breakdown. They will also get to decide Who can use this package.
For packages where Family Sharing is available, this setting will be set to ALL by default. However, if families would like only specific family members to use this package, they can select the individuals who will be able to use this package. If packages are not available for Family Sharing, members can pick the individual eligible to use this package.
After clicking Purchase Package, members will be brought to the payment page. If Allow Package to be Used While Unpaid is unchecked while setting up this package, members will be required to pay for this package in 15 minutes. If the package is not paid for within this time window, it will be deleted from this member's account.
VIDEO TRAINING & RELATED WEBINARS
Watch this video to learn more about setting up Packages that are purchasable on the Member Portal, and an overview of how members can purchase a package.
What’s next?