🔐 Required Role Permissions: Products
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
📗 TIP
This article describes Step 1 in setting up a membership product. For the complete process, refer to the How to Create Membership Products, which links to all required configuration steps.
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
On the General Settings section, enter the name of the product in the 'Internal Name' field.
Internal Name
In the Packages & Memberships section, check the 'Membership' box.
Membership Product
In the Availability section, uncheck the 'Date Required' field.
Date Required
⛔️ WARNING
If 'Date Required' is enabled, it may cause an error and can prevent customers from booking the membership product. Learn more in this Troubleshooting article.
In the Ticketing & Redemption section, set the validity period of the membership in the 'Voucher Validity (days)' field.
Membership Validity
📗 TIP
The membership will be valid for the specified number of days from the date of purchase and customers can redeem 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.
On the product level of your membership product, go to the Tickets tab and create a new unit.
Go to the Tickets tab.
Tickets
Press the + NEW UNIT button.
New Unit
Enter a unit name, for example, adult, child, etc.
Unit Name
Enter a description. This can be additional information, such as ID or height requirements.
Unit Description
Add template variables.
Template Variables
Add new or existing tags.
Tags
Enter a code or other unique identifier.
Select how many passengers the unit stands for.
Code & PAX
Enter a default weight per ticket.
Default Weight
📒 NOTE
The ticket weight unit matches the unit selected in the product settings.
Select the ticket tier from the drop-down menu.
Tier
Tick the checkbox to use custom barcodes.
Custom Barcodes
📒 NOTEIf custom barcodes are enabled, the 'Allow Voucher' on the product detail must be disabled. For more information, see our article Barcodes.
Tick the checkbox if an ID is required.
ID Required
Enter the minimum and maximum number of units per booking.
Minimum & Maximum Quantity
📒 NOTE
To limit the number of membership tickets in a single booking, set the maximum quantity for the member unit.
Enter the minimum and maximum age the passengers must have to be able to redeem their tickets.
Minimum & Maximum Age
Assign a tax rate to the ticket, unless the product uses per-booking pricing.
Tax Rates
In the 'Accompanied By' field, select a ticket tier that must be purchased together with the ticket tier currently being edited.
Set the number of tickets in the current tier that must be accompanied by at least one ticket from a selected tier, or vice versa. By default, there is no limit.
Accompanied By Settings
Select the channels where this ticket is available for sale.
Available On
Press the Create Unit button.
Create Unit
📗 TIP
For more detailed field descriptions, see How to Create Tickets.
Set Rates
On the product level of your membership product, go to the Rates tab to configure pricing for each membership unit.
On the product level of your membership product, go to the Rates tab to configure pricing for each membership unit.
Use the MODIFIERS button in the top right corner of the rates table to add rate modifiers directly into the table view and review all the possible rate variations.
📒 NOTE
Typically, a modifier such as Option or Fare (as appropriate), may already be pre-selected under the MODIFIERS button.
When setting up your rates, be sure to set your prices also WITHOUT any modifiers selected. If not, the 'From' price will always display as 0. This affects how the 'From' price is shown in the Backoffice, Terminal app, Web Checkout, sales portals or on OTAs.
Modifiers
Switch between tabs to view and set the different rate types:
Retail - the amount customers pay to purchase a ticket
Commission - the amount resellers earn from the sale of your product
Wholesale - the wholesale rate of the product; this is the price the reseller pays for the product from you
Cost - the amount you invest into the product, either the price of the purchase of a 3rd party product or a fixed cost per ticket, such as a fee for a guide included in the ticket price. This is reflected in the Accounting section of the booking level.
Strike - the deleted rate, this is useful if you wish to highlight an advantageous price change
When your rates are set, press the SAVE CHANGES button to save your settings.
Save Changes
Membership Fields
Configure the required customer fields to collect all necessary member information.
Configure the required customer fields to collect all necessary member information.
On the product level of your membership product, go to the Customer Fields tab.
Customer Fields
At the bottom of the tab, select 'Backoffice' from the list of sources.
Source
On the left side, select which booking fields are visible via the Backoffice and which fields are visible for the created units. On the right, choose required fields for the Backoffice and created units.
📒 NOTE
Make sure that 'LAST NAME', 'EMAIL' and 'MOBILE' are required fields. Customers use one or more of these details to log in to their membership account.
Visible and Required Customer Fields
Then, press the SAVE CHANGES button.
Save Field Settings
Repeat these steps for each sales channel where memberships are sold.