Enrollsy's current Membership feature may not work for some setups. Read more about the Membership feature here. If you need any of the following, you may need to make your own Membership Program:
Need discounts on Membership fees
Don't want someone to be required to enroll in a Program to add a Membership
Here's how to create a "Membership" Program:
Step 1 - Choose Level
First, you will need to decide which level you want the Membership to be. It can be at the "Enrollment Period" level or Program level.
Enrollment Period Level
If you choose the Enrollment Period level, you can create a new Enrollment Period and call it "Membership" or whatever you want.
Program Level
If you choose the Program level, you can add a Program under any Enrollment Period (or create an Enrollment Period just for memberships; see above step). You may have to create a new Program Option that incorporates your Membership option. Some examples:
Add the Membership option under your Program Name Program Option
Create a Program Option called "Membership Type" and add the Membership option
Step 2 - Create Program/Class
Depending on which option you chose above, you will now need to create Classes under each Membership Program (or create Programs and Classes under the Membership Enrollment Period).
Step 3 - Enrollment Model
If you only have one Membership class, it's best to make the Enrollment Model the Simple Enrollment Model. The Simple Enrollment Model applies one price to all Class enrollments in the Program. It also assumes that Classes are not selected during enrollment, but an Admin or Instructor makes assignments post-enrollment.
All Enrollees are assigned to the Unassigned list in this enrollment model. However, there is a setting on the My Company page where you can auto-assign enrollments if there is only one Class (My Company > Enroll Form settings). Be sure to add the days if you are using this enrollment model.
If there will be more than one Membership Class, then you can make it the Classes Enrollment Model. If you have pricing, be sure to select the "Enrollees can pick their Class" option (otherwise, the pricing will not show on the Enroll Form).
Step 4 - Free or Fee?
Click here to learn how to create a free program.
If you need to add a Membership fee, you can do that under the Pricing section in the Program editor. If you are choosing to add pricing, you will most likely need to set it to the Subscription pricing model. Subscription Pricing is best for Programs or Classes where the price of the Program/Class gets invoiced and paid on a fixed frequency that recurs from the date of enrollment until canceled.
Click here to learn how to create Subscription Payment Plans.
Step 5 - Enroll Form Settings on Program
Be sure to add any of the following in the "Enroll Form" settings of the Program:
Enrollment ends on date
Enrollment conditional on age
Prerequisite Program
Coupon Codes (can add coupons for a percentage off the membership dues)
Program Form fields
Required or E-sign Documents
Terms and Conditions
Enrollment Welcome Message
You can also make the Program private or allow cancellation under the "Advanced" settings.