🔐 Required Role Permissions: Products
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Membership products are a special type of products that provide customers with discounts on other products or access to exclusive tickets. Setting up a membership product is easy: simply create the product, check the 'Membership' option, set a validity period, create unit(s) and assign rate(s).
Create Membership Product
In the Ventrata dashboard, go to Products > Products.
Products
Press the + New Product button.
New Product
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To set up a new product, follow this article to guide you in the process.
Check the 'Membership' box.
Membership Product
In the 'Voucher Validity (days)' field, set the duration of the membership.
Membership Validity
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The membership will be valid for the specified number of days from the date of purchase and customers can apply membership benefits to any order within this period.
Press the Create Product button.
Create Product
Create Member Unit
On the product level of your membership product, go to the Tickets tab and create a new unit. Follow the steps in this article.
📒 NOTE
To limit the number of membership tickets in a single booking, set the maximum quantity for the member unit.
Set Rates
On the product level of your membership product, go to the Rates tab to set the price of the membership product for each unit. Follow the steps in this article.
Rates
Membership Fields
Make sure you collect all the member information you need by setting up the right fields on the Contact Details page.
On the product level of your membership product, go to the Fields tab.
Product Fields
Scroll down to the bottom of the tab and select 'Backoffice' from the list of sources.
Save Field Settings
Scroll back up to the top and check the fields which are visible to customers and which ones are required
Per Ticket - if more than one ticket can be purchased during with a membership product, set the required fields in this section
Per Booking - if only one ticket can be purchased with a membership product, set the required fields in this section
📒 NOTE
Make sure that 'LAST NAME', 'EMAIL' and 'MOBILE' are required fields. Customers will use one or a combination of these details as their Member Login.
Visible and Required Per-Ticket Fields
Then, press the SAVE CHANGES button.
Save Field Settings
Create Member Tickets on Other Products
In the Ventrata dashboard, go to Products > Products.
Products
In the list of your existing products, select the other product(s) that will offer memberships.
In each product, go to the Tickets tab and create a new unit.
New Unit
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If you need guidance on how to create tickets, follow this article.
Before pressing the Create unit button, remove all options in the 'Available On' field.
Available Sources
📒 NOTE
This step ensures that the membership tickets are visible only to members.
Then, press the Create unit button.
Create Unit
Create Benefits
Return to your membership product to set up membership benefits. There are three types:
Promotion - member-only discounts applied automatically to eligible bookings without the need to enter a code
Ticket - grants members access to hidden units of another product, often at special prices
Entry Scan - allows admission without making a booking by scanning a membership ticket on terminal
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The order of benefits determines how they are used. The system applies them from top to bottom.
Promotion Benefit
Promotion Benefit
In the Membership Benefits tab, press the + NEW BENEFIT button.
New Benefit
Enter the name and description of the benefit.
Create New Benefit
Select 'Promotion' as the benefit type.
Promotion Benefit Type
Select the promotion associated with the membership.
Associated Promotion
📒 NOTE
The discount in the associated promotion will be applied to the purchased product. However, if you want to encourage customers to purchase the membership product at full price, blacklist the membership product in the promotion settings.
As a loyalty incentive, you can offer a discounted renewal for the following year.
Limit how many times per Day / Week / Month / Year the membership can be used.
Limit the total number of uses during the lifetime of the membership.
Benefit Limit
📒 NOTE
If a membership includes multiple benefits, and one of the benefits reaches its limit, that benefit will be skipped the next time the member tries to use it.
Press the Create Benefit button.
Create Benefit
Ticket Benefit
Ticket Benefit
In the Membership Benefits tab, press the + NEW BENEFIT button.
New Benefit
Enter a name and a description of the benefit.
Create New Benefit
Select 'Ticket' as the benefit type.
Tickets Benefit
Select the other product which contains member-only, hidden units, see above.
Product with Hidden Member-Only Units
Select the units members will have access to.
Check the 'Match Tier' box so members only get access to tickets that match their membership tier.
Match Tier
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This means that Adult Membership will only have access to an 'Adult Member' ticket.
Limit how many times per Day / Week / Month / Year the membership can be used.
Limit the total number of uses during the lifetime of the membership.
Benefit Limit
Press the Create Benefit button.
Create Benefit
Entry Scan
Entry Scan
In the Membership Benefits tab, press the + NEW BENEFIT button.
New Benefit
Enter a name and a description of the benefit.
Create New Benefit
Select the 'Ticket' benefit type.
Entry Scan Benefit
Limit how many times per Day / Week / Month / Year the membership can be used.
Limit the total number of uses during the lifetime of the membership.
Benefit Limit
Press the Create Benefit button.
Create Benefit
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See How to Scan Entry for a Membership Product for details on scanning members using a terminal device.