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  • Create Membership Products

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Name

This is what will display as the main product name.

Category

Options will vary depending on the type of organisation

Membership - eg. periodic membership, saleable itemsanual memberships

Team lodgement - A selective for participant/team nomination. This is perfect choice for participant lodgementUse to register new teams to an event

Team renewal - A selective to extend/renew participation of an existing teamCourse registration -Used to register returning teams to an event

Course registration - Links the item to a course. This is generally applied automatically to e-learning products

Event/program registration - Links the item to an event. This is generally applied automatically to by our event management suite

Team Join - Allows players to join a team that exists in the database.

Description

This is a longer description of the product, which will display underneath the product name on a signup form.

Price

Price of the product (must be inclusive of any tax specified). Enter prices in the same currency set up on your membership form. Changing the price after any products have been sold do not affect these previous sales.

Advanced pricing allows for family discount pricing to be set.

Class

Select a product class from one of two main types:
* Membership Subscription - which is membership to your organisation which can be connected to a person role
* Saleable item - usually offered in conjunction with the above, and is a physical item which you are offering for saleor Saleable item

Number available

If you wish to track inventory for this product, enter the number of this type of product you currently have available. The system will decrease this number automatically as items are sold, and when the number reaches zero the product will no longer be able to be selected on a membership form. You can change this number at any time (eg as more stock arrives). Leave the field blank if you have unlimited items or do not wish to track inventory.

Available until

If you wish to have a cut-off date for sale of this product, enter the date here. The product will no longer be able to be selected on a membership form after this date. Leave the date blank if you do not wish to have a cut-off The number of participants that can register or items you have in stock. If this field is left blank no limit will be applied.

Available until

Participants will not be able to buy the product after this date.

Active

Check the box to make the product active. Any products made inactive will not be able to be selected on a membership form (even if the form has previously been set up to include them).

Subscription settings

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Start/End date

These dates are mainly for display purposes to indicate to the customer when a membership is valid from and to. The system does not automatically remove any relevant person roles after the end date of a subscription (this may be a future feature).

Person Role

A product must be linked to a person role. This means for new signups, the role is automatically created within the system for their person record. For example, a 'senior player' subscription can be linked to the 'PLAYER:SENIOR' For display purposes only. These dates will be used to show participants the duration of the subscription that they are purchasing. When a participant puchases this product their record will be assigned the seleced role.

Discount fields

General discount

Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total.

Early discount

Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total up until the date entered in the Early Discount Cutoff Date field.

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