About the Membership Feature
About the Membership Feature
A membership is a fee you pay to belong to a particular group. Often they come with benefits and/or discounts. Here is some important information about this feature:
The Membership Feature is one that Enrollsy has to unlock for you. Just contact us via chat if you're interested in using this feature. There is no extra cost at this time.
To register for a Membership using this feature, the person will have to enroll in a Program. Many clients create a "Membership" Program and Class in conjunction with the Membership feature to get around this.
Memberships will show up in the Charge/Discount Items Report if you create a specific Charge Item (i.e., "Membership Fee") and/or Discount Item (i.e., "Member Discount").
Design
Memberships are accessed from the Membership tab on the left side. On this page, begin by clicking the "Add New" button to add a new Membership. At the top, you will put in your Membership name and set the color:
Set Up Renewals
In the following section, enter your Membership price, the renewal frequency, and a Charge Item.
The renewal frequencies available are:
Annually
Monthly (or every 2 to 6 months)
Weekly (or every 2 to 6 weeks)
The Membership will renew on the same date it was purchased.
In our example, this Membership will renew a year from the date it was purchased. If you have a monthly Membership, it will renew on the same date it was purchased a month later (i.e., purchased on the 5th, renews the next 5th).
You can set up a new Charge Item, such as "Membership Fee," if you want the Membership recurring charge to have a specific name.
Click here to learn how to create a new Charge Item.
Membership Benefits
The next section is where the benefits/discounts for this Membership go. These work a lot like Coupons.
Discount Name
Depending on your discount, you will want to create a new Discount Item describing it. Click the down arrow to select the name of your discount. Learn how to create a new Discount Item here.
Discount every Charge Item
Next, you put in a set percentage for EVERY Charge Item. For example, if your Membership has a 10% discount on every Charge Item (i.e., Registration and Tuition), you would enter 10% under this section.
Discount specific Charge Items
If your Membership discount is for two Charge Items (i.e., Registration and Tuition), you can check this section and enter all the discounts it includes. This section is also a set percentage (NOT a dollar amount).
Sell It!
The next part is where you can describe your Membership and its benefits and/or discounts.
Format your paragraph by clicking the three dots. This allows you to format your text (bold, italics, underline, and color) and include bullet points or number lists. You can also create a table or put in media or images to make your Membership stand out!
Be sure to hit Save to save all your hard work, AND make sure you have published it by hovering over the right side and clicking the eye icon. There you have your first Membership!
Enroll Form
The figure below shows what the Membership looks like on the Enroll Form. If the Enrollee chooses the Membership by clicking it, the cost will be added to the enrollment.
Require Membership
You can also require a Membership selection on the Enroll Form by clicking on the cog wheel at the top:
Click the toggle switch to the on position if you want to require a Membership selection at the time of enrollment.
This will force the Enrollee to select a Membership to finish enrolling. You can see below that the "None" option is removed once you turn on Require Membership.
