Set Up New Memberships (Process)

Article Details

Summary

This article shows admins how to set up a new membership by working through four setup articles. Memberships let businesses offer recurring services and benefits to pet parents.

You can customize memberships with renewal cycles, benefits, pricing, and other details.

The membership management settings page.

Before You Begin

You'll need:

  • Membership in the Admin group, or the "Manage Memberships" Admin Delegation turned on.

Important: To use this feature, businesses must have Gingr's integrated credit card processing turned on through CardConnect or Gingr Payments. For more details, see Differences Between Gingr Payments and CardConnect.

Steps

Complete these articles in order:

  1. Set Membership Details
  2. Set Membership Benefits
  3. Set Membership Financial Settings
  4. Set Membership Terms and Conditions

Helpful Tips

  • Review all options and settings for each membership type, including pricing, benefits, and terms & conditions.
  • Check the membership renewal and billing options so pet parents get accurate automatic charges.
  • Turn on the Status setting so people can buy the membership.
  • Remember that the infinity option for benefits allows unlimited use per cycle.
  • Upload the Terms & Conditions PDF if required. Pet parents can then view and acknowledge it during enrollment.

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