Step 2: Selecting products for your membership

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Learn how to apply products to your membership plans, including selecting products, product categories, or all your inventory, and removing products from a membership.

New to the Membership Builder? Read the first article in this series for an introduction to the Memberships feature.

 

Try the Memberships - Members only Products feature and provide feedback via Checkfront Labs.

 

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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 Products tab of the Membership Builder via the following menus.

• Manage or Customers > Memberships > Create or edit memberships > Products 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. 
   

 

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From the Products tab of the Membership Builder (Inventory or Customers > Memberships > Membership Builder > Products), you can select which products (including upsells) or categories of products apply to your membership plan. 

 

Membership products can only be booked by Members and Staff Products applied to memberships are no longer available to everyone. Membership products can only be booked by Staff and Members. Members are Customers with the plan activated within their profiles.

 

You can select one or more products to apply to your membership plan by selecting the checkbox next to the product name within the Apply To product list.

You can select one or more categories of products to apply to your membership plan by selecting the checkbox next to the category name within the Apply To product list.

 

You can select all categories and products to apply to your membership plan by clicking the Select All button at the top of the Apply To product list.

Click the Select None button to clear your selections.

 

You can remove one or more products from a membership plan by deselecting the checkbox next to the product name within the Apply To product list.

Deselecting a product removes the product from all active memberships. Remember to communicate changes with your Customers as needed.

 

 

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< Step 1: Setting up the details of your membership plans    |    Step 3: Adding Customers to your membership plans by activating Customer memberships > 

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