Summary

This article shows admins how to set a membership's name, status, locations, and description. This is the first step in setting up a membership. You can also offer the membership in the Customer Portal so pet parents can buy it online.

Before You Begin

You'll need:

• Admin group access, or the "Manage Memberships" permission under Reports & More > Groups > Admin Delegations.

Notice: To sell memberships in the Customer Portal, an Admin must also turn on 'Allow Membership Purchases from the Portal' in Admin > Portal Customization.

Steps

1. Go to Admin >> Manage Memberships. The list shows all configured memberships, including disabled ones.

2. Select the blue +Add button. A pop-out window opens.

   

   Tip: Use sorting and filtering to organize the list by name, status, or purchase location. You can also export or print the list for reference.

3. Select the Details tab. It is the first tab at the top.

   

4. Set the membership status with the toggle:

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

   

   • Disabled (gray): The membership is not for sale. It does not change benefits or renewals for current members.

   

5. Set Enabled on Pet Parent Portal. Turn it on to let customers buy the membership from the Customer Portal.

   • When on, the membership shows in the Shop > Shop Memberships tile of the Pet Parent Portal and the Gingr for Pet Parents app.
   • When off, the membership is available only in the Business Portal.
     
     
     
     

   Tip: The system-wide toggle "Allow Membership Purchases from the portal?" in Admin > Portal Customization must also be on. If it is off, no memberships show in the portal.

6. Enter the membership name. The name shows in the business portal, the customer portal, and on invoices.

   

   Tip: Names do not have to be unique. Still, avoid giving the same name to more than one membership. This makes memberships with different benefits easier to tell apart.

7. Select the locations where people can buy the membership. You can select one or more.

   

8. Set Redeem Only at Purchase Location with the toggle:

   • Enabled (green): Members can redeem the membership only at the location where they bought it.

   

   • Disabled (gray): Members can redeem the membership at any of the selected locations.

   

9. Add a description for the business and customers. It shows during membership enrollment in the business portal. It also shows in the customer portal once this feature is released.

   

10. Select the blue Next Step > button. This moves you on to setting the membership benefits.

    

Related Articles

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