💡 Need help building a membership from scratch?
Check out our step-by-step guide below on how to create a membership product to ensure everything is set up correctly.
📝 Overview
The Required Memberships feature allows you to set up membership requirements for specific products. When enabled, a product can only be purchased or registered for if the customer has an active membership. This feature is controlled by a toggle within the Product Set-up page under Settings. When you select this toggle, customers who don’t have the required membership will be prompted to purchase it before they can complete the checkout process.
📍 Where to Set It Up
🛠️ Product Set-up Page:
Click the arrow to learn more about where to configure required memberships
Click the arrow to learn more about where to configure required memberships
Navigate to the Product Set-up page for the product you want to configure.
Click on the Settings tab within the product.
Scroll to the Required Memberships section.
Check the box to enable the required membership for this specific product.
From the dropdown menu, select the membership(s) that are required for customers to purchase or register for the product.
When editing an existing product, the form will autosave. If creating a new product, you must click "Save new product" button.
⚙️ Company Settings
Click the arrow to learn how to adjust the membership prompt setting
Click the arrow to learn how to adjust the membership prompt setting
Navigate to the Company Settings page in the admin panel.
Click on the Location tab.
Scroll down to find the option labeled “Automatically add the fee or membership associated to a team, class, or camp to the cart when adding to roster”
You can "deselect" the toggle to disable the automatic membership prompt.
Any changes will be saved automatically on this page.
🔑 How It Works
Click the arrow to learn how the Required Membership feature works
Click the arrow to learn how the Required Membership feature works
Prompt for Membership: Customers who do not have the required membership will be prompted to purchase it during checkout.
Membership Selection: When adding a customer to a roster with a product that requires a membership, a shopping cart will appear, giving the option to select and purchase the required membership.
Staff Reminder: This feature helps staff remember to collect the necessary membership when adding customers to the roster for products with membership fees.
Prompt for Membership on Member App: When registering for a program online, customers will see the same prompt to purchase a membership if it is required.
