Start building your membership plans with this introduction to our Membership Builder feature, including accessing the Membership Builder and creating your membership plans.
To learn more about the features of the Membership Builder, please read the entire series of articles accessed at the side and bottom of this page.
- How do I get started with memberships?
- Navigating the membership builder
- Step 1: Setting up the details of your membership plans
- Step 2: Selecting products for booking by Members or Staff
- Step 3: Adding members to your membership plans
- Activating Memberships within Customer Profiles via the Customer Directory
- Managing your Membership plans list
- Viewing Membership plans for your membership products from the Product Builder
- Booking Members only products for Customers as Staff
- Booking Members only products as Customers
- Viewing, filtering, and sorting memberships from the Customers Directory
Try the Memberships - Members only Products feature and provide feedback via Checkfront Labs. |
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Once the Membership feature has been enabled in Checkfront Labs, you can find the Membership Builder via the following menus.
- Manage or Customers > Memberships > Create or edit memberships
What more do I need to use this feature?
- The Memberships - Members only Products feature needs to be enabled by Admins for all Staff through Checkfront Labs (Manage > Checkfront Labs)
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Admin permissions to create membership plans.
Which Checkfront version supports this feature - classic, new or both?
- Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products.
Memberships Overview
Back to topWith the Memberships feature, you can offer your Customers memberships, which allow them to book members-only products.
For a high-level overview of Memberships, please check out the following article: |
Once you have activated Memberships through Checkfront Labs, Admins can find the feature through the Manage menu.
You can also find Memberships under Customers within the top menu.
Creating your memberships
Back to topYou can quickly and easily set up your membership plans in Checkfront using our step-by-step Membership Builder.
To initiate the Membership Builder and start adding a new membership plan, click the + Create Membership button in the middle or top right-hand corner of your Inventory page.
Before you start, here is an overview of the steps involved in creating a membership plan, with links to more detailed instructions.
Steps | Learn More | |
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Learn how to navigate the Membership Builder, including copying and archiving your membership plan. |
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Provide the details for your membership plan, including Membership Name, SKU, and Category. |
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Select the product you would like to apply to your membership plan. |
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3 |
Add members to your membership plan by activating Customer memberships. |
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Have your Customers start booking! |
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Learn how to manage your membership plans once created. |
Navigating the Membership Builder >