Summary

This article explains each setting in the Details, Benefits, and Financial steps of setting up a membership. It is for admins who set up memberships.

Details Field Guide

Status
Description: Toggle on or off to manage whether you can sell new memberships of this type.
Helpful hint: When disabled, existing memberships keep renewing, but you cannot sell new memberships.

Enabled On Pet Parent Portal
Description: Toggle on or off to manage whether pet parents can buy new memberships through the customer portal.
Helpful hint: This feature is not included in the initial release and will be developed at a later date.

Membership Name
Description: This is the name the system uses to identify the field.
Helpful hint: Example: Daycare Full Day | Unlimited

Select Locations
Description: Select the locations where this membership can be bought.

Redeem Only at Purchase Location
Description: Toggle on or off to manage whether membership benefits can be used across multiple locations under the same URL.

Description
Description: Optionally add a description of this membership and its benefits.

Benefits Settings Field Guide

Benefits Settings

Renewal Cycle
Description: Select how often your membership renews.
Helpful hint: Choose between Weekly, Monthly, and Annual renewal.

Billing Schedule
Description: Select the renewal schedule for your membership.
Helpful hint:
Weekly options: Day of Week OR Date of Sale
Monthly options: Day of Month (1st or 15th) OR Date of Sale
Annual options: Day of Year (January 1st, April 1st, July 1st, or October 1st) OR Date of Sale

Benefits Expire
Description: Choose if benefits expire on renewal or after a number of days.

Member Pricing Benefits

Benefit Name
Description: Name your pricing benefit.

Discount Amount
Description: Set the discount amount.
Helpful hint: Choose a percentage or a set dollar amount.

# of uses per cycle
Description: This setting defaults to unlimited uses.
Helpful hint: Select the box to set a number.

Benefit Description
Description: This short description shows to customers and staff when they enroll in a membership.

Enable Special Pricing on Reservation Types
Description: Toggle this on to apply these benefits to specific reservations.
Helpful hint: When this setting is on, it applies to all existing reservation types. Select the dropdown to customize.

Enable Special Pricing on Add-on Service Types
Description: Toggle this on to apply these benefits to specific add-on services.
Helpful hint: When this setting is on, it applies to all existing add-on service types. Select the dropdown to customize.

Enable Special Pricing on Package Types
Description: Toggle this on to apply these benefits to specific package types.
Helpful hint: When this setting is on, it applies to all existing package types. Select the dropdown to customize.

Enable Special Pricing on Retail Items
Description: Toggle this on to apply these benefits to specific retail items.
Helpful hint: When this setting is on, it applies to all existing retail items. Select the dropdown to customize.

Enable Special Pricing on Open Line Items
Description: Toggle this on to apply these benefits to specific open line items.
Helpful hint: When this setting is on, it applies to all existing open line item types. Select the dropdown to customize.

Notice: Suppose an existing Membership should apply to new Reservation types, Add-On Service types, Packages, Retail Items, or Open Line Items. Then you must update the Membership settings to include them.

Reservation Credit Benefits

Select Reservation Type
Description: Select a reservation type from the drop-down to create a reservation credit benefit.

# of Credits Per Cycle
Description: This setting defaults to unlimited uses.
Helpful hint: Select the box to set a number.

Financial Field Guide

Financial Settings

Is this membership taxed?
Description: Toggle this setting on or off to apply tax to this membership.
Helpful hint: For more information on tax settings in Gingr, go here: Tax Settings (Topic Outline)

Account Code
Description: Assign an existing Account Code to this membership.
Helpful hint: For more information on account codes, go here: Set Up Revenue Report Account Codes (How-To)

Use Pricing Rules on Other Reservation Types
Description: When you apply a credit for this membership to a different type of reservation, the package credit value follows the configured reservation type's pricing rules. It does not follow the rules of the reservation type the credit is applied to.

Rates

For Locations
Description: Select the location this rate applies to.
Helpful hint: If a membership can be bought at multiple locations, you can set a different rate for each location if needed.

Base Rate Of
Description: Enter a dollar amount.

For Memberships
Description: Charged on or after.
Helpful hint: You cannot customize this setting.

Date
Description: Select the date this rate takes effect.

Actions
Description: If you set up multiple rates, you can delete any extra rate with the trash can icon.

Related Articles

• Memberships Feature Overview
• Set Up New Memberships Process
• Memberships System-Wide Settings Reference