Summary

This article shows admins how to set up a $0.00 membership. You use the same Membership setup module as for paid memberships, plus a few special settings.

Steps

Important: After a $0 membership is enrolled, its benefits stay active until they expire, even if you cancel the membership. If you make the signature optional, choose that setting before enrollment. You cannot change it afterward.

The Membership setup module has four tabs. Work through them in order:

1. In the Details tab, enter the name, status, locations, redemption setting, and description. This tab has no special $0 settings. For example:

   • Name: Use a name like "$0 Membership" or "Promotional." For example, "$0 Daycare | Monthly".

   • Status: Enabled

   • Locations: Select all locations or the ones you want.

   • Redeem Only at Purchase Location: OFF

   • Description: Enter how this free membership works.

2. In the Benefits tab, choose your benefits. Benefits work the same as in a paid membership.

   • Renewal Cycle, Schedule, and Expiration: Select how often the membership renews and bills.

   • Benefits: Choose which ones apply. For example, a 10% discount on daycare or 30 service credits a month.

3. In the Financial tab, set tax, the account code, and pricing rules.

   • Tax: Turn tax on or off, based on whether the membership should be taxed. Most $0 memberships are not taxed.

   • Account code: Assign the account code you use for memberships.

   • Use Pricing Rules on Other Reservation Types: When on, membership credits used on a different reservation type follow that reservation type's pricing rules. They do not follow the rules of the membership's original type.

     • Turn this on if "Allow Memberships credits benefits on any reservation type" is enabled. Use it when you want credits to work across reservation types and still follow each type's pricing rules.

4. Select the locations the rates apply to.

5. Set the Base Rate to 0.00. The Require Signature for $0 Memberships toggle becomes available.

6. Set the Require Signature for $0 Memberships toggle:

   • ON (default): A signature is required before enrollment.

   • OFF: The pet parent still sees the agreement, but signing is optional.

   Keep these rules in mind. Once a customer is enrolled, this toggle is locked. If the toggle is OFF, you cannot later raise the rate above $0.

7. In the Communication tab (Terms & Conditions), upload your membership Terms and Conditions PDF. A file of 2 MB or less is recommended.

   • The agreement still shows, even if the signature is optional.

   • If you do not upload a PDF, Gingr uses a default summary.

   • The digital signature and SMS send options are still available. They are not required when the toggle is OFF.

8. Review the membership setup. Confirm the Require Signature for $0 Memberships toggle is set the way you want. Check all other details and benefits.

9. Select Save.

10. Check that the membership shows in the list with the correct status. The membership must be active to be available for enrollment.

Additional Notes

• Enrollment behavior: When the signature toggle is OFF, the enrollment page shows the agreement as optional. The Purchase button is active without a signature.

• Locking the signature setting: After the first enrollment, the signature toggle is locked. You can no longer edit it.

• Rate changes: If you turned the signature toggle off, you cannot later raise the rate above $0.

• Agreement access: Staff and pet parents can view signed or unsigned agreements in the Business Portal (Pet Parent profile > Agreements tab) or the Customer Portal (Account > Waivers & Agreements).

• Benefit activation: If you cancel the membership later, its benefits stay valid through the expiration date.

Related Articles

• Set Up New Memberships Process
• Edit Existing Memberships How-To
• Membership FAQs