New to the Membership Builder? Read the first article in this series for an introduction to the Memberships feature.
Which plans include this feature?
Where can I find this feature using the top menu?
Once the Membership feature has been enabled in Checkfront Labs, you can find the Members tab of the Membership Builder feature via the following menus.
- Manage or Customers > Memberships > Create or edit memberships > Members tab
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)
- 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.
Adding Customers to your membershipsBack to top
From the Members tab of the Membership Builder (Inventory or Customers > Memberships > Membership Builder > Products), you can access the Customer Directory, where you can add Customers by activating their memberships.
Accessing the Customer DirectoryBack to top
You can access the Customer Directory by clicking on the Take me to the Customer Directory button or via the Customers option in the top menu.
In the next article in this series, we look at activating memberships from the Customer Profile within the Customer Directory.