🔐 Required Role Permissions: Products
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Setting up a membership product is simple: create the product, check the 'Membership' option, set a validity period, create unit(s), assign rate(s) and collect member information.
Create Membership Product
In the Ventrata dashboard, go to Products > Products.
Products
Press the + New Product button.
New Product
📗 TIP
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
📗 TIP
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