When setting up a new membership, you will need to configure key membership details such as name, status, location, and description. This step ensures that your membership is properly set up for sale and use in your business. This is the first step in the membership setup process.

Before You Begin

Only users in the Admin group, or those with the "Manage Memberships" permission under Reports & More > Groups > Admin Delegations, can create and edit memberships. Ensure that the correct permissions are assigned to users who will be handling membership creation.

Create a New Membership

• Navigate to Admin >> Manage Memberships to start creating a new membership or editing existing ones.

• View all configured memberships, including those that are disabled. Use sorting and filtering tools to organize the memberships by name, status, or purchase location.

• To create a new membership, select the blue +Add button.

Tip:  You can export or print the list for reference.

Set Membership Details

Once you select the +Add button, a new pop-out modal will appear with the first tab at the top being "Details". This section will break down the options. 

Toggle Membership Status

• Enabled (Green): Allows membership purchases in the business portal.

• Disabled (Gray): Membership is unavailable for sale, but will not affect any benefits or renewals for existing members.

Enabled on Pet Parent Portal

Important:  Memberships will be available in the Customer Portal in a future release. This setting is currently disabled and memberships can only be purchased from the business side currently.

• Once available, toggling this on will allow membership purchases through the Customer Portal.

Name the Membership

• The membership name will display in both the business portal and customer portal, as well as on invoices.

 Tip:  Membership names do not have to be unique, but we do recommend not using the same name for more than one membership for easier distinction should they offer different benefits.

Select Locations

• Select the locations where the membership may be purchased. You can select one or more locations.

Redeem Only at Purchase Location

• Enabled (Green): Memberships can only be redeemed at the location where they were purchased.

• Disabled (Gray): Memberships can be redeemed at any of the selected locations.

Add a Description

• Provide a business and customer-facing description for the membership.
• The description will be visible during membership enrollment in the business portal, and in the customer portal once this feature is released.

Once you've completed this tab, select the blue Next Step > button to move on to setting the Membership Benefits. 

Next Steps

• Set Membership Benefits (How-To)
• Set Membership Financial Settings (How-To)
• Set Membership Terms and Conditions (How-To)