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Learn how to create a membership product.
Sell Membership
Sell membership products via the New Order button in the top navigation.
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Redeem Membership
Redeem a membership by creating a new booking and applying the membership benefit to it.
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Renew Membership
Renew a membership by manually extending the validity period in the booking detail, or set up Membership Auto-renew to allow the membership renewal automatically the next day after expiry.
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Membership Activity
Memberships can be managed through several entry points within the Bookings tab:
Memberships can be managed through several entry points within the Bookings tab:
Bookings
Search for a specific membership booking in Bookings.
This allows you to manage individual memberships directly, as outlined in the articles above.
Membership Booking
Households
Search for households by last name or company name.
The Households view lets you manage memberships across all member within a household. It also provides direct access to:
Households Table
Members
Search for individual members by name or household.
The Members table provides an overview of each member, regardless of their household. From here, you can access the member profile, which links to the same unified view as the household level, allowing you to manage membership, bookings and activity in one place.
Members Table
Household Level and Member Profiles
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From both Households and Members, you can access a unified view where you can:
manage memberships (active and expired)
review bookings and scans
track member activity and lifetime value
Learn more about households and how to manage them.