Create a Membership
- Memberships group customers together, provide a note on their customer all in one popup noting their membership status, and flag them as members in their POS profile.
- You can search for membership groups to create mailing lists.
- You can use price levels to provide special pricing for members.
- Memberships can be set to expire on a specific date, or after a set time frame (i.e., 365 days).
- To make a customer a member, you sell the membership part to the customer in Point of Sale (even if it's price is $0).
Create a Membership Part
- Go to Customers > Loyalty & Membership > Memberships
- Click NEW MEMBERSHIP
Fill out required fields. Notes on some specific fields below.
- Discount Level: This menu shows all price levels, which can be used to set discounts to products and more for all or some of your inventory (see more on price levels and setting discounts with them HERE and HERE).
- Price Levels are used instead of direct discounts percentages to give you control and flexibility over what qualifies for membership discount, if any.
- Price Levels are used instead of direct discounts percentages to give you control and flexibility over what qualifies for membership discount, if any.
- Validity: You can select either a duration using number of days (i.e., 365 days for a one year membership), or a specific expiration date (i.e., 12/31/2020)
- Overwrite existing default price codes: When this membership is sold to a customer and it has a Discount Level associated with it, do you want it to overwrite any other previous price discount them may have set? For example, they previously were set to Preferred Customer or Retail Minus 10%? If so, select YES to this option.
- Popup Notes: This message will appear to the salesperson as this membership is sold to the customer.
- Price Details: Most businesses have only a Retail price for memberships but of course, each store is different. Percentage commission is turned off by default, which requires you to put in $0 for commission bonus. The Discount Value field here refers to a discount from Retail when selling this membership, which is not typically used.
- Click SAVE to save your new membership part.
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